ATLANTIC INVESTMENT MANAGEMENT, INC. Diversified Active

Name: ATLANTIC INVESTMENT MANAGEMENT, INC. Q1 2022 13F Filing | 13F Explorer
Creator: ATLANTIC INVESTMENT MANAGEMENT, INC.
Published: 2022-05-16

Location: New York, NY

CIK: 0001063296 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: May 16, 2022

Total Value: $310M (100.0% shares, 0.0% debt)

Holdings (11)

— WESTROCK CO 14.5%

Value $45.05M Shares 957,808 Est. Cost — Unrealized —

HUN HUNTSMAN CORP 13.5%

Value $41.7M Shares 1,111,621 Est. Cost — Unrealized —

EMN EASTMAN CHEM CO 11.4%

Value $35.18M Shares 313,917 Est. Cost — Unrealized —

— UNIVAR SOLUTIONS INC 11.2%

Value $34.59M Shares 1,076,245 Est. Cost — Unrealized —

TKR TIMKEN CO 10.1%

Value $31.15M Shares 513,218 Est. Cost — Unrealized —

AVT AVNET INC 9.9%

Value $30.79M Shares 758,523 Est. Cost — Unrealized —

GT GOODYEAR TIRE & RUBR CO 8.8%

Value $27.11M Shares 1,897,391 Est. Cost — Unrealized —

LEA LEAR CORP 8.4%

Value $25.92M Shares 181,766 Est. Cost — Unrealized —

RL RALPH LAUREN CORP 8.2%

Value $25.49M Shares 224,731 Est. Cost — Unrealized —

OI O-I GLASS INC 2.8%

Value $8.633M Shares 655,000 Est. Cost — Unrealized —

NOMD NOMAD FOODS LTD 1.3%

Value $4.064M Shares 180,000 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
—	WESTROCK CO	957,808	$45.05M	14.5%	—	—	COM	96145D105
HUN	HUNTSMAN CORP	1,111,621	$41.7M	13.5%	—	—	COM	447011107
EMN	EASTMAN CHEM CO	313,917	$35.18M	11.4%	—	—	COM	277432100
—	UNIVAR SOLUTIONS INC	1,076,245	$34.59M	11.2%	—	—	COM	91336L107
TKR	TIMKEN CO	513,218	$31.15M	10.1%	—	—	COM	887389104
AVT	AVNET INC	758,523	$30.79M	9.9%	—	—	COM	053807103
GT	GOODYEAR TIRE & RUBR CO	1,897,391	$27.11M	8.8%	—	—	COM	382550101
LEA	LEAR CORP	181,766	$25.92M	8.4%	—	—	COM	521865204
RL	RALPH LAUREN CORP	224,731	$25.49M	8.2%	—	—	COM	751212101
OI	O-I GLASS INC	655,000	$8.633M	2.8%	—	—	COM	67098H104
NOMD	NOMAD FOODS LTD	180,000	$4.064M	1.3%	—	—	USD ORD SHS	G6564A105