ATLANTIC INVESTMENT MANAGEMENT, INC. Diversified Active

Name: ATLANTIC INVESTMENT MANAGEMENT, INC. Q2 2019 13F Filing | 13F Explorer
Creator: ATLANTIC INVESTMENT MANAGEMENT, INC.
Published: 2019-08-14

Location: New York, NY

CIK: 0001063296 · Show all filings

Period: Q2 2019 (← Previous) (Next →)

Filing Date: Aug 14, 2019

Total Value: $371M (100.0% shares, 0.0% debt)

Holdings (18)

— OWENS ILL IN 23.5%

Value $87.21M Shares 5,050,000 Est. Cost — Unrealized —

EMN EASTMAN CHEMICAL CO 16.1%

Value $59.84M Shares 768,820 Est. Cost — Unrealized —

TKR TIMKEN CO 12.7%

Value $47.03M Shares 915,981 Est. Cost — Unrealized —

AVT AVNET INC 11.2%

Value $41.42M Shares 914,980 Est. Cost — Unrealized —

DXC DXC TECHNOLOGY CO 10.6%

Value $39.54M Shares 717,027 Est. Cost — Unrealized —

OSK OSHKOSH CORP 10.5%

Value $39.09M Shares 468,173 Est. Cost — Unrealized —

HUN HUNTSMAN CORP 10.2%

Value $37.71M Shares 1,844,717 Est. Cost — Unrealized —

KMT KENNAMETAL INC 0.6%

Value $2.278M Shares 61,591 Est. Cost — Unrealized —

CAG CONAGRA BRANDS INC 0.6%

Value $2.254M Shares 85,000 Est. Cost — Unrealized —

MWA MUELLER WTR PRODS INC 0.6%

Value $2.057M Shares 209,486 Est. Cost — Unrealized —

— ANIXTER INTL INC 0.5%

Value $1.815M Shares 30,395 Est. Cost — Unrealized —

CBT CABOT CORP 0.5%

Value $1.742M Shares 36,520 Est. Cost — Unrealized —

KFY KORN FERRY 0.5%

Value $1.683M Shares 42,000 Est. Cost — Unrealized —

MOS MOSAIC CO NEW 0.4%

Value $1.638M Shares 65,431 Est. Cost — Unrealized —

AYI ACUITY BRANDS INC 0.4%

Value $1.631M Shares 11,830 Est. Cost — Unrealized —

LEA LEAR CORP 0.4%

Value $1.555M Shares 11,162 Est. Cost — Unrealized —

— TIFFANY & CO NEW 0.4%

Value $1.529M Shares 16,329 Est. Cost — Unrealized —

— WESTROCK CO 0.4%

Value $1.37M Shares 37,567 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
—	OWENS ILL IN	5,050,000	$87.21M	23.5%	—	—	COM NEW	690768403
EMN	EASTMAN CHEMICAL CO	768,820	$59.84M	16.1%	—	—	COM	277432100
TKR	TIMKEN CO	915,981	$47.03M	12.7%	—	—	COM	887389104
AVT	AVNET INC	914,980	$41.42M	11.2%	—	—	COM	053807103
DXC	DXC TECHNOLOGY CO	717,027	$39.54M	10.6%	—	—	COM	23355L106
OSK	OSHKOSH CORP	468,173	$39.09M	10.5%	—	—	COM	688239201
HUN	HUNTSMAN CORP	1,844,717	$37.71M	10.2%	—	—	COM	447011107
KMT	KENNAMETAL INC	61,591	$2.278M	0.6%	—	—	COM	489170100
CAG	CONAGRA BRANDS INC	85,000	$2.254M	0.6%	—	—	COM	205887102
MWA	MUELLER WTR PRODS INC	209,486	$2.057M	0.6%	—	—	COM SER A	624758108
—	ANIXTER INTL INC	30,395	$1.815M	0.5%	—	—	COM	035290105
CBT	CABOT CORP	36,520	$1.742M	0.5%	—	—	COM	127055101
KFY	KORN FERRY	42,000	$1.683M	0.5%	—	—	COM NEW	500643200
MOS	MOSAIC CO NEW	65,431	$1.638M	0.4%	—	—	COM	61945C103
AYI	ACUITY BRANDS INC	11,830	$1.631M	0.4%	—	—	COM	00508Y102
LEA	LEAR CORP	11,162	$1.555M	0.4%	—	—	COM NEW	521865204
—	TIFFANY & CO NEW	16,329	$1.529M	0.4%	—	—	COM	886547108
—	WESTROCK CO	37,567	$1.37M	0.4%	—	—	COM	96145D105