ATLANTIC INVESTMENT MANAGEMENT, INC. Information

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

Report Date: 12/31/2015

Position Statistics

Total Positions 24
New Positions 6
Increased Positions 8
Decreased Positions 16
Positions with Activity 24
Sold Out Positions 7
Total Mkt Value (in $ millions) 1,007

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

Sector Weighting

Basic Materials 50.05%
Capital Goods 10.66%
Conglomerates
Consumer Cyclical 18.54%
Consumer/Non-Cyclical
Energy
Financial 0%
Healthcare
Services 0.45%
Technology 15.67%
Transportation 1.49%
Utilities

24 Positions as of 12/31/2015

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
INGRAM MICRO INC CL A 157,867 12,632 8.70 4,516,941
AMERICAN AXLE & MFG HLDGS INC COM 9,096 -543 (5.63) 586,477
ANIXTER INTL INC COM -12,976 Sold Out 0
CRANE CO COM 9,160 -3,992 (30.35) 164,839
CSX CORP COM 8,248 -4,065 (33.02) 302,463
EASTMAN CHEM CO COM 130,664 130,664 New 1,710,713
GOODYEAR TIRE & RUBR CO COM 145,236 -18,251 (11.16) 5,013,328
HEWLETT PACKARD ENTERPRISE CO COM 12,882 12,882 New 773,250
HUNTINGTON INGALLS INDS INC COM -12,861 Sold Out 0
KIRBY CORP COM 6,720 6,720 New 105,301
KLX INC COM 10,248 10,248 New 303,922
MAGNA INTL INC COM 7,823 -2,418 (23.61) 186,174
NORFOLK SOUTHERN CORP COM -14,597 Sold Out 0
OSHKOSH CORP COM 16,239 -29 (0.18) 332,431
SPX FLOW INC COM 8,546 8,546 New 285,241
TRIUMPH GROUP INC NEW COM 107,379 -28,293 (20.85) 2,967,903
UNIFIRST CORP MASS COM 4,494 4,494 New 41,464
WESCO INTL INC COM -122,613 Sold Out 0
F M C CORP COM NEW 149,352 -81,496 (35.3) 3,452,427
LEAR CORP COM NEW 8,399 -6,245 (42.65) 72,953