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) 1,434

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

Sector Weighting

Basic Materials 22.35%
Capital Goods 21.92%
Conglomerates
Consumer Cyclical 20.58%
Consumer/Non-Cyclical
Energy 31.97%
Financial
Healthcare
Services 1.18%
Technology 1.88%
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 -12,175 Sold Out 0
VECTRUS INC COM 1,685 -91 (5.12) 56,843
CYTEC INDS INC COM 17,832 228 1.29 382,244
HARSCO CORP COM 15,443 2,216 16.75 840,657
TEREX CORP NEW COM 27,716 17,754 178.24 987,733
DONNELLEY R R & SONS CO COM 16,987 5,248 44.70 1,012,926
EXELIS INC COM 17,893 -1,129 (5.93) 1,014,338
AMERICAN AXLE & MFG HLDGS INC COM 26,312 337 1.30 1,169,413
GOODYEAR TIRE & RUBR CO COM 35,294 6,665 23.28 1,248,459
GENERAL CABLE CORP DEL NEW COM 26,941 12,338 84.49 1,746,003
HARMAN INTL INDS INC COM 233,532 -4,741 (1.99) 2,220,099
OIL STS INTL INC COM 116,573 11,969 11.44 2,373,710
CAMERON INTERNATIONAL CORP COM 152,380 9,025 6.30 3,029,431
BAKER HUGHES INC COM 189,601 34,391 22.16 3,359,330
TRIUMPH GROUP INC NEW COM 253,352 19,447 8.31 3,790,995
OWENS ILL INC COM NEW 302,729 46,673 18.23 11,113,403