ATLANTIC INVESTMENT MANAGEMENT, INC. Diversified Active

Name: ATLANTIC INVESTMENT MANAGEMENT, INC. Q1 2021 13F Filing | 13F Explorer
Creator: ATLANTIC INVESTMENT MANAGEMENT, INC.
Published: 2021-05-18

Location: New York, NY

CIK: 0001063296 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: May 18, 2021

Total Value: $323M (100.0% shares, 0.0% debt)

Holdings (10)

— WESTROCK CO 19.5%

Value $63.03M Shares 1,210,940 Est. Cost — Unrealized —

— GRACE W R & CO DEL NEW 15.9%

Value $51.55M Shares 861,122 Est. Cost — Unrealized —

— UNIVAR SOLUTIONS USA INC 13.5%

Value $43.64M Shares 2,025,900 Est. Cost — Unrealized —

AVT AVNET INC 11.3%

Value $36.62M Shares 882,279 Est. Cost — Unrealized —

EPC EDGEWELL PERS CARE CO 11.3%

Value $36.52M Shares 922,174 Est. Cost — Unrealized —

LEA LEAR CORP 10.2%

Value $33.05M Shares 182,331 Est. Cost — Unrealized —

HUN HUNTSMAN CORP 8.2%

Value $26.61M Shares 922,822 Est. Cost — Unrealized —

OI O-I GLASS INC 5.5%

Value $17.66M Shares 1,198,177 Est. Cost — Unrealized —

EMN EASTMAN CHEM CO 3.4%

Value $11.01M Shares 100,000 Est. Cost — Unrealized —

NOMD NOMAD FOODS LTD 1.1%

Value $3.57M Shares 130,000 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
—	WESTROCK CO	1,210,940	$63.03M	19.5%	—	—	COM	96145D105
—	GRACE W R & CO DEL NEW	861,122	$51.55M	15.9%	—	—	COM	38388F108
—	UNIVAR SOLUTIONS USA INC	2,025,900	$43.64M	13.5%	—	—	COM	91336L107
AVT	AVNET INC	882,279	$36.62M	11.3%	—	—	COM	053807103
EPC	EDGEWELL PERS CARE CO	922,174	$36.52M	11.3%	—	—	COM	28035Q102
LEA	LEAR CORP	182,331	$33.05M	10.2%	—	—	COM NEW	521865204
HUN	HUNTSMAN CORP	922,822	$26.61M	8.2%	—	—	COM	447011107
OI	O-I GLASS INC	1,198,177	$17.66M	5.5%	—	—	COM	67098H104
EMN	EASTMAN CHEM CO	100,000	$11.01M	3.4%	—	—	COM	277432100
NOMD	NOMAD FOODS LTD	130,000	$3.57M	1.1%	—	—	USD ORD SHS	G6564A105