ATLANTIC INVESTMENT MANAGEMENT INC Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 16
New Positions 0
Increased Positions 12
Decreased Positions 4
Positions with Activity 16
Sold Out Positions 1
Total Mkt Value (in $ millions) 1,429

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

Sector Weighting

Basic Materials 22.2%
Capital Goods 21.75%
Conglomerates
Consumer Cyclical 20.75%
Consumer/Non-Cyclical
Energy 32.16%
Financial
Healthcare
Services 1.19%
Technology 1.83%
Transportation
Utilities

16 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
BABCOCK & WILCOX CO NEW COM -11,719 Sold Out 0
HARMAN INTL INDS INC COM 235,508 -4,781 (1.99) 2,220,099
EXELIS INC COM 17,700 -1,117 (5.93) 1,014,338
VECTRUS INC COM 1,672 -90 (5.12) 56,843
CYTEC INDS INC COM 17,163 219 1.29 382,244
AMERICAN AXLE & MFG HLDGS INC COM 25,949 333 1.30 1,169,413
HARSCO CORP COM 15,292 2,194 16.75 840,657
DONNELLEY R R & SONS CO COM 16,936 5,232 44.70 1,012,926
GOODYEAR TIRE & RUBR CO COM 35,057 6,620 23.28 1,248,459
CAMERON INTERNATIONAL CORP COM 152,108 9,009 6.30 3,029,431
OIL STS INTL INC COM 115,552 11,864 11.44 2,373,710
GENERAL CABLE CORP DEL NEW COM 26,138 11,970 84.49 1,746,003
TEREX CORP NEW COM 27,627 17,698 178.24 987,733
TRIUMPH GROUP INC NEW COM 250,281 19,211 8.31 3,790,995
BAKER HUGHES INC COM 191,986 34,823 22.16 3,359,330
OWENS ILL INC COM NEW 300,173 46,279 18.23 11,113,403


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