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 17
New Positions 0
Increased Positions 12
Decreased Positions 5
Positions with Activity 17
Sold Out Positions 1
Total Mkt Value (in $ millions) 1,502

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

Sector Weighting

Basic Materials 20.36%
Capital Goods 21.52%
Conglomerates
Consumer Cyclical 19.94%
Consumer/Non-Cyclical
Energy 34.06%
Financial
Healthcare
Services 1.14%
Technology 1.68%
Transportation
Utilities

17 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 -12,059 Sold Out 0
VECTRUS INC COM 1,582 -85 (5.12) 56,843
CYTEC INDS INC COM 18,783 240 1.29 382,244
TAMINCO CORP COM 17,836 -887 (4.74) 687,864
HARSCO CORP COM 16,948 2,432 16.75 840,657
TEREX CORP NEW COM 29,918 19,165 178.24 987,733
DONNELLEY R R & SONS CO COM 17,078 5,276 44.70 1,012,926
EXELIS INC COM 18,238 -1,151 (5.93) 1,014,338
AMERICAN AXLE & MFG HLDGS INC COM 24,511 314 1.30 1,169,413
GOODYEAR TIRE & RUBR CO COM 33,540 6,334 23.28 1,248,459
GENERAL CABLE CORP DEL NEW COM 25,247 11,562 84.49 1,746,003
HARMAN INTL INDS INC COM 241,436 -4,901 (1.99) 2,220,099
OIL STS INTL INC COM 129,154 13,260 11.44 2,373,710
CAMERON INTERNATIONAL CORP COM 172,132 10,195 6.30 3,029,431
BAKER HUGHES INC COM 210,227 38,132 22.16 3,359,330
TRIUMPH GROUP INC NEW COM 258,129 19,814 8.31 3,790,995
OWENS ILL INC COM NEW 286,948 44,240 18.23 11,113,403


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