ATLANTIC INVESTMENT MANAGEMENT, INC. Diversified Active

Name: ATLANTIC INVESTMENT MANAGEMENT, INC. Q4 2018 13F Filing | 13F Explorer
Creator: ATLANTIC INVESTMENT MANAGEMENT, INC.
Published: 2019-02-14

Location: New York, NY

CIK: 0001063296 · Show all filings

Period: Q4 2018 (← Previous) (Next →)

Filing Date: Feb 14, 2019

Total Value: $381M (100.0% shares, 0.0% debt)

Holdings (22)

— OWENS ILL INC 32.7%

Value $125M Shares 7,234,175 Est. Cost — Unrealized —

HUN HUNTSMAN CORP 13.6%

Value $51.65M Shares 2,677,697 Est. Cost — Unrealized —

VISN COMMSCOPE HLDG CO INC 12.7%

Value $48.23M Shares 2,942,961 Est. Cost — Unrealized —

AVT AVNET INC 11.4%

Value $43.36M Shares 1,201,114 Est. Cost — Unrealized —

DXC DXC TECHNOLOGY CO 10.8%

Value $41.25M Shares 775,756 Est. Cost — Unrealized —

OSK OSHKOSH ORD 7.8%

Value $29.61M Shares 483,025 Est. Cost — Unrealized —

— DIEBOLD NXDF INC 2.2%

Value $8.218M Shares 3,300,506 Est. Cost — Unrealized —

EMN EASTMAN CHEM CO 1.9%

Value $7.311M Shares 100,000 Est. Cost — Unrealized —

CBT CABOT CORP 0.8%

Value $2.877M Shares 67,000 Est. Cost — Unrealized —

BRSL INTERNATIONAL GAME TECHNOLOG 0.7%

Value $2.835M Shares 193,764 Est. Cost — Unrealized —

GT GOODYEAR TIRE & RUBR CO 0.7%

Value $2.653M Shares 130,000 Est. Cost — Unrealized —

TKR TIMKEN CO 0.7%

Value $2.594M Shares 69,500 Est. Cost — Unrealized —

CCK CROWN HOLDINGS INC 0.6%

Value $2.401M Shares 57,762 Est. Cost — Unrealized —

DCH AMERICAN AXLE & MFG HLDGS IN 0.6%

Value $2.109M Shares 190,000 Est. Cost — Unrealized —

ADT ADT INC 0.6%

Value $2.107M Shares 350,657 Est. Cost — Unrealized —

— NAVISTAR INTL CORP NEW 0.5%

Value $2.076M Shares 80,000 Est. Cost — Unrealized —

— TRIUMPH GROUP INC NEW 0.5%

Value $2.07M Shares 180,000 Est. Cost — Unrealized —

— TIFFANY & CO NEW 0.3%

Value $1.115M Shares 13,855 Est. Cost — Unrealized —

— GARDNER DENVER HLDGS INC 0.3%

Value $1.094M Shares 53,494 Est. Cost — Unrealized —

GPK GRAPHIC PACKAGING HLDG CO 0.3%

Value $1.083M Shares 101,778 Est. Cost — Unrealized —

— VENATOR MATLS PLC 0.3%

Value $1.014M Shares 241,900 Est. Cost — Unrealized —

LEA LEAR CORP 0.1%

Value $516K Shares 4,203 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
—	OWENS ILL INC	7,234,175	$125M	32.7%	—	—	COM NEW	690768403
HUN	HUNTSMAN CORP	2,677,697	$51.65M	13.6%	—	—	COM	447011107
VISN	COMMSCOPE HLDG CO INC	2,942,961	$48.23M	12.7%	—	—	COM	20337X109
AVT	AVNET INC	1,201,114	$43.36M	11.4%	—	—	COM	053807103
DXC	DXC TECHNOLOGY CO	775,756	$41.25M	10.8%	—	—	COM	23355L106
OSK	OSHKOSH ORD	483,025	$29.61M	7.8%	—	—	COM	688239201
—	DIEBOLD NXDF INC	3,300,506	$8.218M	2.2%	—	—	COM	253651103
EMN	EASTMAN CHEM CO	100,000	$7.311M	1.9%	—	—	COM	277432100
CBT	CABOT CORP	67,000	$2.877M	0.8%	—	—	COM	127055101
BRSL	INTERNATIONAL GAME TECHNOLOG	193,764	$2.835M	0.7%	—	—	SHS USD	G4863A108
GT	GOODYEAR TIRE & RUBR CO	130,000	$2.653M	0.7%	—	—	COM	382550101
TKR	TIMKEN CO	69,500	$2.594M	0.7%	—	—	COM	887389104
CCK	CROWN HOLDINGS INC	57,762	$2.401M	0.6%	—	—	COM	228368106
DCH	AMERICAN AXLE & MFG HLDGS IN	190,000	$2.109M	0.6%	—	—	COM	024061103
ADT	ADT INC	350,657	$2.107M	0.6%	—	—	COM	00090Q103
—	NAVISTAR INTL CORP NEW	80,000	$2.076M	0.5%	—	—	COM	63934E108
—	TRIUMPH GROUP INC NEW	180,000	$2.07M	0.5%	—	—	COM	896818101
—	TIFFANY & CO NEW	13,855	$1.115M	0.3%	—	—	COM	886547108
—	GARDNER DENVER HLDGS INC	53,494	$1.094M	0.3%	—	—	COM	36555P107
GPK	GRAPHIC PACKAGING HLDG CO	101,778	$1.083M	0.3%	—	—	COM	388689101
—	VENATOR MATLS PLC	241,900	$1.014M	0.3%	—	—	SHS	G9329Z100
LEA	LEAR CORP	4,203	$516K	0.1%	—	—	COM NEW	521865204