ATLANTIC INVESTMENT MANAGEMENT, INC. Diversified Active

Name: ATLANTIC INVESTMENT MANAGEMENT, INC. Q4 2021 13F Filing | 13F Explorer
Creator: ATLANTIC INVESTMENT MANAGEMENT, INC.
Published: 2022-02-14

Location: New York, NY

CIK: 0001063296 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Feb 14, 2022

Total Value: $358M (100.0% shares, 0.0% debt)

Holdings (10)

HUN HUNTSMAN CORP 16.8%

Value $60.28M Shares 1,728,173 Est. Cost — Unrealized —

— UNIVAR SOLUTIONS INC 14.8%

Value $52.82M Shares 1,863,151 Est. Cost — Unrealized —

EMN EASTMAN CHEM CO 14.1%

Value $50.47M Shares 417,378 Est. Cost — Unrealized —

— WESTROCK CO 13.5%

Value $48.4M Shares 1,091,072 Est. Cost — Unrealized —

AVT AVNET INC 10.5%

Value $37.52M Shares 909,935 Est. Cost — Unrealized —

GT GOODYEAR TIRE & RUBR CO 10.0%

Value $35.88M Shares 1,683,045 Est. Cost — Unrealized —

LEA LEAR CORP 8.9%

Value $31.72M Shares 173,397 Est. Cost — Unrealized —

TKR TIMKEN CO 7.5%

Value $26.92M Shares 388,499 Est. Cost — Unrealized —

OI O-I GLASS INC 2.2%

Value $7.88M Shares 655,000 Est. Cost — Unrealized —

NOMD NOMAD FOODS LTD 1.7%

Value $6.144M Shares 242,000 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
HUN	HUNTSMAN CORP	1,728,173	$60.28M	16.8%	—	—	COM	447011107
—	UNIVAR SOLUTIONS INC	1,863,151	$52.82M	14.8%	—	—	COM	91336L107
EMN	EASTMAN CHEM CO	417,378	$50.47M	14.1%	—	—	COM	277432100
—	WESTROCK CO	1,091,072	$48.4M	13.5%	—	—	COM	96145D105
AVT	AVNET INC	909,935	$37.52M	10.5%	—	—	COM	053807103
GT	GOODYEAR TIRE & RUBR CO	1,683,045	$35.88M	10.0%	—	—	COM	382550101
LEA	LEAR CORP	173,397	$31.72M	8.9%	—	—	COM NEW	521865204
TKR	TIMKEN CO	388,499	$26.92M	7.5%	—	—	COM	887389104
OI	O-I GLASS INC	655,000	$7.88M	2.2%	—	—	COM	67098H104
NOMD	NOMAD FOODS LTD	242,000	$6.144M	1.7%	—	—	USD ORD SHS	G6564A105