Q2 2023 · 13F-HR
ATLANTIC INVESTMENT MANAGEMENT, INC.holdings as filed
Filed 2023-08-14 · accession 0001493152-23-028413
$203.1M
Reported value
9
Positions
2023-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 277432100 | EMN | EASTMAN CHEM CO | $33.7M | 16.6% | 402,357 | Common | SOLE |
| 887389104 | TKR | TIMKEN CO | $28.1M | 13.8% | 307,093 | Common | SOLE |
| G48833118 | WFRD | WEATHERFORD INTL PLC | $26.5M | 13.1% | 399,501 | Common | SOLE |
| 95082P105 | WCC | WESCO INTL INC | $26.3M | 13.0% | 147,000 | Common | SOLE |
| 34354P105 | FLS | FLOWSERVE CORP | $25.6M | 12.6% | 688,882 | Common | SOLE |
| 751212101 | RL | RALPH LAUREN CORP | $24.2M | 11.9% | 196,382 | Common | SOLE |
| 880779103 | TEX | TEREX CORP NEW | $19.3M | 9.49% | 322,000 | Common | SOLE |
| 447011107 | HUN | HUNTSMAN CORP | $16.2M | 7.98% | 600,000 | Common | SOLE |
| N20944109 | CNH | CNH INDL N V | $3.2M | 1.56% | 220,000 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.