ATLANTIC INVESTMENT MANAGEMENT INC Information

666 FIFTH AVENUE, NEW YORK, New York, 10103, (212) 688-6644

Report Date: 06/30/2015

Position Statistics

Total Positions 18
New Positions 0
Increased Positions 7
Decreased Positions 11
Positions with Activity 18
Sold Out Positions 5
Total Mkt Value (in $ millions) 1,252

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 38.5%
Capital Goods 19.15%
Conglomerates
Consumer Cyclical 20.51%
Consumer/Non-Cyclical
Energy 0%
Financial
Healthcare
Services
Technology 21.85%
Transportation 0%
Utilities

18 Positions as of 06/30/2015

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
OIL STS INTL INC COM -98,280 Sold Out 0
TRIUMPH GROUP INC NEW COM 207,552 -23,077 (10.01) 4,229,704
ALASKA AIR GROUP INC COM -22,155 Sold Out 3
CYTEC INDS INC COM -17,668 Sold Out 0
GENERAL CABLE CORP DEL NEW COM -13,533 Sold Out 0
HARSCO CORP COM -10,617 Sold Out 0
TIMKEN CO COM -9,421 Sold Out 0
TEREX CORP NEW COM 19,874 -1,458 (6.84) 903,771
LEAR CORP COM NEW 12,857 -403 (3.04) 125,816
MAGNA INTL INC COM 12,151 -385 (3.07) 251,668
AMERICAN AXLE & MFG HLDGS INC COM 11,932 -178 (1.47) 618,584
AECOM COM 12,401 520 4.37 463,750
OWENS ILL INC COM NEW 260,491 3,342 1.30 12,713,088
ANIXTER INTL INC COM 16,038 6,566 69.32 252,733
F M C CORP COM NEW 221,648 60,870 37.86 5,238,677
WESCO INTL INC COM 122,141 67,953 125.40 2,248,553
INGRAM MICRO INC CL A 135,461 77,454 133.53 5,020,803
GOODYEAR TIRE & RUBR CO COM 219,926 107,066 94.87 7,404,914