ATLANTIC INVESTMENT MANAGEMENT, INC. Diversified Active

Name: ATLANTIC INVESTMENT MANAGEMENT, INC. Q2 2022 13F Filing | 13F Explorer
Creator: ATLANTIC INVESTMENT MANAGEMENT, INC.
Published: 2022-08-15

Location: New York, NY

CIK: 0001063296 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Aug 15, 2022

Total Value: $264M (100.0% shares, 0.0% debt)

Holdings (11)

— WESTROCK CO 15.1%

Value $39.87M Shares 1,000,635 Est. Cost — Unrealized —

AVT AVNET INC 14.2%

Value $37.56M Shares 875,950 Est. Cost — Unrealized —

RL RALPH LAUREN CORP 12.6%

Value $33.25M Shares 370,875 Est. Cost — Unrealized —

TKR TIMKEN CO 12.3%

Value $32.43M Shares 611,340 Est. Cost — Unrealized —

— UNIVAR SOLUTIONS INC 11.2%

Value $29.67M Shares 1,193,118 Est. Cost — Unrealized —

EMN EASTMAN CHEM CO 11.0%

Value $29.16M Shares 324,807 Est. Cost — Unrealized —

LEA LEAR CORP 8.3%

Value $21.99M Shares 174,668 Est. Cost — Unrealized —

HUN HUNTSMAN CORP 6.7%

Value $17.81M Shares 628,313 Est. Cost — Unrealized —

GT GOODYEAR TIRE & RUBR CO 4.2%

Value $11M Shares 1,027,172 Est. Cost — Unrealized —

OI O-I GLASS INC 3.5%

Value $9.17M Shares 655,000 Est. Cost — Unrealized —

NOMD NOMAD FOODS LTD 0.8%

Value $1.999M Shares 100,000 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
—	WESTROCK CO	1,000,635	$39.87M	15.1%	—	—	COM	96145D105
AVT	AVNET INC	875,950	$37.56M	14.2%	—	—	COM	053807103
RL	RALPH LAUREN CORP	370,875	$33.25M	12.6%	—	—	CL A	751212101
TKR	TIMKEN CO	611,340	$32.43M	12.3%	—	—	COM	887389104
—	UNIVAR SOLUTIONS INC	1,193,118	$29.67M	11.2%	—	—	COM	91336L107
EMN	EASTMAN CHEM CO	324,807	$29.16M	11.0%	—	—	COM	277432100
LEA	LEAR CORP	174,668	$21.99M	8.3%	—	—	COM NEW	521865204
HUN	HUNTSMAN CORP	628,313	$17.81M	6.7%	—	—	COM	447011107
GT	GOODYEAR TIRE & RUBR CO	1,027,172	$11M	4.2%	—	—	COM	382550101
OI	O-I GLASS INC	655,000	$9.17M	3.5%	—	—	COM	67098H104
NOMD	NOMAD FOODS LTD	100,000	$1.999M	0.8%	—	—	USD ORD SHS	G6564A105