ATLANTIC INVESTMENT MANAGEMENT INC Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 17
New Positions 4
Increased Positions 13
Decreased Positions 4
Positions with Activity 17
Sold Out Positions 1
Total Mkt Value (in $ millions) 1,444

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

Sector Weighting

Basic Materials 19.6%
Capital Goods 19.96%
Conglomerates
Consumer Cyclical 20.16%
Consumer/Non-Cyclical
Energy 36.04%
Financial
Healthcare
Services 0.83%
Technology 2.09%
Transportation
Utilities

17 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
CIVEO CORP COM -126,303 Sold Out 0
BAKER HUGHES INC COM 186,725 -119,857 (39.1) 2,750,000
HARMAN INTL INDS INC COM 245,657 -36,060 (12.8) 2,265,167
OIL STS INTL INC COM 132,848 -21,492 (13.93) 2,130,000
CYTEC INDS INC COM 18,932 383 2.06 377,364
HARSCO CORP COM 17,490 2,509 16.75 720,045
TAMINCO CORP COM 19,135 3,572 22.95 722,069
CAMERON INTERNATIONAL CORP COM 201,068 3,973 2.02 2,850,000
GOODYEAR TIRE & RUBR CO COM 24,821 5,278 27.01 1,012,706
GENERAL CABLE CORP DEL NEW COM 18,739 7,666 69.23 946,418
AMERICAN AXLE & MFG HLDGS INC COM 20,664 10,551 104.32 1,154,418
BABCOCK & WILCOX CO NEW COM 11,455 11,455 New 399,700
TEREX CORP NEW COM 11,726 11,726 New 355,000
DONNELLEY R R & SONS CO COM 11,935 11,935 New 700,000
EXELIS INC COM 20,122 20,122 New 1,078,328
OWENS ILL INC COM NEW 264,140 37,265 16.43 9,400,000
TRIUMPH GROUP INC NEW COM 238,980 90,130 60.55 3,500,000