Q3 2023 · 13F-HR
ATLANTIC INVESTMENT MANAGEMENT, INC.holdings as filed
Filed 2023-11-14 · accession 0001493152-23-041046
$200.7M
Reported value
9
Positions
2023-09-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 887389104 | TKR | TIMKEN CO | $38.2M | 19.0% | 520,093 | Common | SOLE |
| G48833118 | WFRD | WEATHERFORD INTL PLC | $30.5M | 15.2% | 337,701 | Common | SOLE |
| 95082P105 | WCC | WESCO INTL INC | $28.2M | 14.0% | 195,900 | Common | SOLE |
| 277432100 | EMN | EASTMAN CHEM CO | $25.3M | 12.6% | 329,257 | Common | SOLE |
| 34354P105 | FLS | FLOWSERVE CORP | $24.4M | 12.2% | 613,882 | Common | SOLE |
| 044186104 | ASH | ASHLAND INC | $22.9M | 11.4% | 280,112 | Common | SOLE |
| 880779103 | TEX | TEREX CORP NEW | $21.9M | 10.9% | 379,838 | Common | SOLE |
| 447011107 | HUN | HUNTSMAN CORP | $4.9M | 2.43% | 200,000 | Common | SOLE |
| 382550101 | GT | GOODYEAR TIRE & RUBR CO | $4.5M | 2.23% | 360,000 | 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.