ATLANTIC INVESTMENT MANAGEMENT INC Information

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

Report Date: 12/31/2013

Position Statistics

Total Positions 19
New Positions 4
Increased Positions 10
Decreased Positions 9
Positions with Activity 19
Sold Out Positions 3
Total Mkt Value (in $ millions) 1,394

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

Sector Weighting

Basic Materials 23.75%
Capital Goods 2.17%
Conglomerates
Consumer Cyclical 22.89%
Consumer/Non-Cyclical
Energy 48.73%
Financial
Healthcare
Services
Technology 0.93%
Transportation
Utilities

19 Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
MOSAIC CO NEW COM -12,180 Sold Out 0
MRC GLOBAL INC COM -8,403 Sold Out 0
ROCKWOOD HLDGS INC COM -86,220 Sold Out 0
CURTISS WRIGHT CORP COM 9,915 -12,349 (55.47) 155,865
ASHLAND INC NEW COM 73,770 -76,798 (51.01) 762,401
AGCO CORP COM 16,989 -1,750 (9.34) 300,000
OIL STS INTL INC COM 184,934 -12,624 (6.39) 1,919,004
AXIALL CORP COM 9,788 -457 (4.46) 204,259
OWENS ILL INC COM NEW 224,977 -7,484 (3.22) 6,677,860
COOPER TIRE & RUBR CO COM 25,010 25,010 New 1,004,409
CYTEC INDS INC COM 12,708 12,708 New 130,000
NCR CORP NEW COM 13,004 13,004 New 383,375
TAMINCO CORP COM 11,165 11,165 New 550,000
NEWS CORP NEW CL A 10,280 152 1.50 608,986
HARMAN INTL INDS INC COM 269,357 5,332 2.02 2,550,485
GOODYEAR TIRE & RUBR CO COM 24,818 518 2.13 919,169
BAKER HUGHES INC COM 325,592 11,274 3.59 4,765,000
TRIUMPH GROUP INC NEW COM 13,217 4,180 46.26 204,760
CAMERON INTERNATIONAL CORP COM 168,932 151,130 848.93 2,657,000