ATLANTIC INVESTMENT MANAGEMENT, INC. Diversified Active

Name: ATLANTIC INVESTMENT MANAGEMENT, INC. Q2 2018 13F Filing | 13F Explorer
Creator: ATLANTIC INVESTMENT MANAGEMENT, INC.
Published: 2018-08-14

Location: New York, NY

CIK: 0001063296 · Show all filings

Period: Q2 2018 (← Previous) (Next →)

Filing Date: Aug 14, 2018

Total Value: $645M (100.0% shares, 0.0% debt)

Holdings (16)

— OWENS ILL INC 24.8%

Value $160M Shares 9,532,000 Est. Cost — Unrealized —

— ARRIS INTL INC 15.0%

Value $96.84M Shares 3,961,700 Est. Cost — Unrealized —

HUN HUNTSMAN CORP 14.2%

Value $91.75M Shares 3,142,275 Est. Cost — Unrealized —

VISN COMMSCOPE HLDG CO INC 13.7%

Value $88.16M Shares 3,018,810 Est. Cost — Unrealized —

— DIEBOLD NXDF INC 12.8%

Value $82.49M Shares 6,902,696 Est. Cost — Unrealized —

EMN EASTMAN CHEM CO 8.2%

Value $52.85M Shares 528,721 Est. Cost — Unrealized —

AVT AVNET INC 5.8%

Value $37.36M Shares 871,133 Est. Cost — Unrealized —

CCK CROWN HOLDINGS INC 0.9%

Value $5.741M Shares 128,262 Est. Cost — Unrealized —

ADT ADT INC 0.7%

Value $4.749M Shares 549,063 Est. Cost — Unrealized —

BDC BELDEN INC 0.7%

Value $4.544M Shares 74,339 Est. Cost — Unrealized —

OSK OSHKOSH CORP 0.7%

Value $4.367M Shares 62,100 Est. Cost — Unrealized —

DCH AMERICAN AXLE & MFG HLDGS INC 0.7%

Value $4.275M Shares 274,738 Est. Cost — Unrealized —

— TRIUMPH GROUP INC NEW 0.5%

Value $3.528M Shares 180,000 Est. Cost — Unrealized —

— NAVISTAR INTL CORP NEW 0.5%

Value $3.292M Shares 80,840 Est. Cost — Unrealized —

VYX NCR CORP NEW 0.5%

Value $3.106M Shares 103,587 Est. Cost — Unrealized —

— WESTROCK CO 0.3%

Value $1.882M Shares 33,000 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
—	OWENS ILL INC	9,532,000	$160M	24.8%	—	—	COM NEW	690768403
—	ARRIS INTL INC	3,961,700	$96.84M	15.0%	—	—	SHS	G0551A103
HUN	HUNTSMAN CORP	3,142,275	$91.75M	14.2%	—	—	COM	447011107
VISN	COMMSCOPE HLDG CO INC	3,018,810	$88.16M	13.7%	—	—	COM	20337X109
—	DIEBOLD NXDF INC	6,902,696	$82.49M	12.8%	—	—	COM	253651103
EMN	EASTMAN CHEM CO	528,721	$52.85M	8.2%	—	—	COM	277432100
AVT	AVNET INC	871,133	$37.36M	5.8%	—	—	COM	053807103
CCK	CROWN HOLDINGS INC	128,262	$5.741M	0.9%	—	—	COM	228368106
ADT	ADT INC	549,063	$4.749M	0.7%	—	—	COM	00090Q103
BDC	BELDEN INC	74,339	$4.544M	0.7%	—	—	COM	077454106
OSK	OSHKOSH CORP	62,100	$4.367M	0.7%	—	—	COM	688239201
DCH	AMERICAN AXLE & MFG HLDGS INC	274,738	$4.275M	0.7%	—	—	COM	024061103
—	TRIUMPH GROUP INC NEW	180,000	$3.528M	0.5%	—	—	COM	896818101
—	NAVISTAR INTL CORP NEW	80,840	$3.292M	0.5%	—	—	COM	63934E108
VYX	NCR CORP NEW	103,587	$3.106M	0.5%	—	—	COM	62886E108
—	WESTROCK CO	33,000	$1.882M	0.3%	—	—	COM	96145D105