Q1 2024 · 13F-HR
ATLANTIC INVESTMENT MANAGEMENT, INC.holdings as filed
Filed 2024-05-15 · accession 0001493152-24-019835
$227.8M
Reported value
11
Positions
2024-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 277432100 | EMN | EASTMAN CHEM CO | $36.8M | 16.2% | 367,257 | Common | SOLE |
| 95082P105 | WCC | WESCO INTL INC | $34.3M | 15.1% | 200,400 | Common | SOLE |
| G48833118 | WFRD | WEATHERFORD INTL PLC | $33.9M | 14.9% | 293,701 | Common | SOLE |
| 880779103 | TEX | TEREX CORP NEW | $30.5M | 13.4% | 473,838 | Common | SOLE |
| 34354P105 | FLS | FLOWSERVE CORP | $20.4M | 8.94% | 445,882 | Common | SOLE |
| 703481101 | PTEN | PATTERSON-UTI ENERGY INC | $19.6M | 8.60% | 1,640,000 | Common | SOLE |
| 382550101 | GT | GOODYEAR TIRE & RUBR CO | $19.3M | 8.48% | 1,407,000 | Common | SOLE |
| 887389104 | TKR | TIMKEN CO | $13.6M | 5.95% | 155,049 | Common | SOLE |
| 044186104 | ASH | ASHLAND INC | $8.8M | 3.85% | 90,012 | Common | SOLE |
| G1890L107 | CPRI | CAPRI HOLDINGS LIMITED | $5.4M | 2.39% | 120,000 | Common | SOLE |
| 447011107 | HUN | HUNTSMAN CORP | $5.2M | 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.