ATLANTIC INVESTMENT MANAGEMENT, INC. Diversified Active

Name: ATLANTIC INVESTMENT MANAGEMENT, INC. Q4 2020 13F Filing | 13F Explorer
Creator: ATLANTIC INVESTMENT MANAGEMENT, INC.
Published: 2021-02-16

Location: New York, NY

CIK: 0001063296 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Feb 16, 2021

Total Value: $299M (100.0% shares, 0.0% debt)

Holdings (10)

— GRACE W R & CO DEL NEW 19.0%

Value $56.77M Shares 1,035,474 Est. Cost — Unrealized —

— WESTROCK CO 14.7%

Value $43.99M Shares 1,010,619 Est. Cost — Unrealized —

RL RALPH LAUREN CORP 11.7%

Value $35.05M Shares 337,910 Est. Cost — Unrealized —

— UNIVAR SOLUTIONS USA INC 11.5%

Value $34.47M Shares 1,813,434 Est. Cost — Unrealized —

EPC EDGEWELL PERS CARE CO 10.7%

Value $32.1M Shares 928,182 Est. Cost — Unrealized —

OI O-I GLASS INC 10.6%

Value $31.85M Shares 2,676,454 Est. Cost — Unrealized —

LEA LEAR CORP 9.3%

Value $27.82M Shares 174,905 Est. Cost — Unrealized —

AVT AVNET INC 8.0%

Value $23.99M Shares 683,333 Est. Cost — Unrealized —

EMN EASTMAN CHEM CO 3.3%

Value $10.03M Shares 100,000 Est. Cost — Unrealized —

NOMD NOMAD FOODS LTD 1.1%

Value $3.432M Shares 135,000 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
—	GRACE W R & CO DEL NEW	1,035,474	$56.77M	19.0%	—	—	COM	38388F108
—	WESTROCK CO	1,010,619	$43.99M	14.7%	—	—	COM	96145D105
RL	RALPH LAUREN CORP	337,910	$35.05M	11.7%	—	—	CL A	751212101
—	UNIVAR SOLUTIONS USA INC	1,813,434	$34.47M	11.5%	—	—	COM	91336L107
EPC	EDGEWELL PERS CARE CO	928,182	$32.1M	10.7%	—	—	COM	28035Q102
OI	O-I GLASS INC	2,676,454	$31.85M	10.6%	—	—	COM	67098H104
LEA	LEAR CORP	174,905	$27.82M	9.3%	—	—	COM NEW	521865204
AVT	AVNET INC	683,333	$23.99M	8.0%	—	—	COM	053807103
EMN	EASTMAN CHEM CO	100,000	$10.03M	3.3%	—	—	COM	277432100
NOMD	NOMAD FOODS LTD	135,000	$3.432M	1.1%	—	—	USD ORD SHS	G6564A105