Q4 2023 · 13F-HR
ATLANTIC INVESTMENT MANAGEMENT, INC.holdings as filed
Filed 2024-02-14 · accession 0001493152-24-006606
$219.0M
Reported value
10
Positions
2023-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 277432100 | EMN | EASTMAN CHEM CO | $32.8M | 15.0% | 365,257 | Common | SOLE |
| 95082P105 | WCC | WESCO INTL INC | $31.9M | 14.5% | 183,200 | Common | SOLE |
| 887389104 | TKR | TIMKEN CO | $29.9M | 13.7% | 373,549 | Common | SOLE |
| G48833118 | WFRD | WEATHERFORD INTL PLC | $29.0M | 13.3% | 296,701 | Common | SOLE |
| 880779103 | TEX | TEREX CORP NEW | $27.0M | 12.3% | 469,838 | Common | SOLE |
| 34354P105 | FLS | FLOWSERVE CORP | $24.9M | 11.3% | 602,882 | Common | SOLE |
| 382550101 | GT | GOODYEAR TIRE & RUBR CO | $15.4M | 7.04% | 1,076,000 | Common | SOLE |
| 044186104 | ASH | ASHLAND INC | $14.6M | 6.67% | 173,312 | Common | SOLE |
| 703481101 | PTEN | PATTERSON-UTI ENERGY INC | $8.5M | 3.87% | 785,000 | Common | SOLE |
| 447011107 | HUN | HUNTSMAN CORP | $5.0M | 2.29% | 200,000 | 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.