ATLANTIC INVESTMENT MANAGEMENT, INC. Diversified Active

Name: ATLANTIC INVESTMENT MANAGEMENT, INC. Q3 2020 13F Filing | 13F Explorer
Creator: ATLANTIC INVESTMENT MANAGEMENT, INC.
Published: 2020-11-16

Location: New York, NY

CIK: 0001063296 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Nov 16, 2020

Total Value: $234M (100.0% shares, 0.0% debt)

Holdings (8)

OI O-I GLASS INC 21.6%

Value $50.56M Shares 4,774,071 Est. Cost — Unrealized —

DXC DXC TECHNOLOGY CO 17.0%

Value $39.76M Shares 2,227,665 Est. Cost — Unrealized —

— WESTROCK CO 16.6%

Value $39M Shares 1,122,615 Est. Cost — Unrealized —

— UNIVAR SOLUTIONS USA INC 11.2%

Value $26.24M Shares 1,554,573 Est. Cost — Unrealized —

— GRACE W R & CO DEL NEW 10.9%

Value $25.58M Shares 634,806 Est. Cost — Unrealized —

EPC EDGEWELL PERS CARE CO 10.4%

Value $24.46M Shares 877,180 Est. Cost — Unrealized —

RL RALPH LAUREN CORP 8.9%

Value $20.87M Shares 307,000 Est. Cost — Unrealized —

EMN EASTMAN CHEM CO 3.3%

Value $7.812M Shares 100,000 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
OI	O-I GLASS INC	4,774,071	$50.56M	21.6%	—	—	COM	67098H104
DXC	DXC TECHNOLOGY CO	2,227,665	$39.76M	17.0%	—	—	COM	23355L106
—	WESTROCK CO	1,122,615	$39M	16.6%	—	—	COM	96145D105
—	UNIVAR SOLUTIONS USA INC	1,554,573	$26.24M	11.2%	—	—	COM	91336L107
—	GRACE W R & CO DEL NEW	634,806	$25.58M	10.9%	—	—	COM	38388F108
EPC	EDGEWELL PERS CARE CO	877,180	$24.46M	10.4%	—	—	COM	28035Q102
RL	RALPH LAUREN CORP	307,000	$20.87M	8.9%	—	—	CL A	751212101
EMN	EASTMAN CHEM CO	100,000	$7.812M	3.3%	—	—	COM	277432100