ATLANTIC INVESTMENT MANAGEMENT, INC. Diversified Active

Name: ATLANTIC INVESTMENT MANAGEMENT, INC. Q3 2019 13F Filing | 13F Explorer
Creator: ATLANTIC INVESTMENT MANAGEMENT, INC.
Published: 2019-11-14

Location: New York, NY

CIK: 0001063296 · Show all filings

Period: Q3 2019 (← Previous) (Next →)

Filing Date: Nov 14, 2019

Total Value: $285M (100.0% shares, 0.0% debt)

Holdings (15)

— OWENS ILL INC 26.1%

Value $74.41M Shares 7,245,010 Est. Cost — Unrealized —

DXC DXC TECHNOLOGY CO 16.9%

Value $48.14M Shares 1,631,927 Est. Cost — Unrealized —

TKR TIMKEN CO 13.4%

Value $38.14M Shares 876,540 Est. Cost — Unrealized —

EMN EASTMAN CHEMICAL CO 13.0%

Value $37.11M Shares 502,694 Est. Cost — Unrealized —

OSK OSHKOSH CORP 11.4%

Value $32.35M Shares 426,788 Est. Cost — Unrealized —

CPRI CAPRI HOLDINGS LIMITED 11.3%

Value $32.15M Shares 969,461 Est. Cost — Unrealized —

HUN HUNTSMAN CORP 5.0%

Value $14.34M Shares 616,488 Est. Cost — Unrealized —

VC VISTEON CORP 0.5%

Value $1.318M Shares 15,969 Est. Cost — Unrealized —

RL RALPH LAUREN CORP 0.4%

Value $1.241M Shares 13,000 Est. Cost — Unrealized —

— GRACE W R & CO DEL NEW 0.4%

Value $1.202M Shares 18,000 Est. Cost — Unrealized —

MHK MOHAWK INDS INC 0.4%

Value $1.121M Shares 9,033 Est. Cost — Unrealized —

— COOPER TIRE & RUBR CO 0.3%

Value $914K Shares 35,000 Est. Cost — Unrealized —

— WESTROCK CO 0.3%

Value $841K Shares 23,084 Est. Cost — Unrealized —

LEA LEAR CORP 0.3%

Value $825K Shares 7,000 Est. Cost — Unrealized —

DAN DANA INCORPORATED 0.3%

Value $809K Shares 56,000 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
—	OWENS ILL INC	7,245,010	$74.41M	26.1%	—	—	COM NEW	690768403
DXC	DXC TECHNOLOGY CO	1,631,927	$48.14M	16.9%	—	—	COM	23355L106
TKR	TIMKEN CO	876,540	$38.14M	13.4%	—	—	COM	887389104
EMN	EASTMAN CHEMICAL CO	502,694	$37.11M	13.0%	—	—	COM	277432100
OSK	OSHKOSH CORP	426,788	$32.35M	11.4%	—	—	COM	688239201
CPRI	CAPRI HOLDINGS LIMITED	969,461	$32.15M	11.3%	—	—	SHS	G1890L107
HUN	HUNTSMAN CORP	616,488	$14.34M	5.0%	—	—	COM	447011107
VC	VISTEON CORP	15,969	$1.318M	0.5%	—	—	COM NEW	92839U206
RL	RALPH LAUREN CORP	13,000	$1.241M	0.4%	—	—	CL A	751212101
—	GRACE W R & CO DEL NEW	18,000	$1.202M	0.4%	—	—	COM	38388F108
MHK	MOHAWK INDS INC	9,033	$1.121M	0.4%	—	—	COM	608190104
—	COOPER TIRE & RUBR CO	35,000	$914K	0.3%	—	—	COM	216831107
—	WESTROCK CO	23,084	$841K	0.3%	—	—	COM	96145D105
LEA	LEAR CORP	7,000	$825K	0.3%	—	—	COM NEW	521865204
DAN	DANA INCORPORATED	56,000	$809K	0.3%	—	—	COM	235825205