Q2 2024 · 13F-HR
ATLANTIC INVESTMENT MANAGEMENT, INC.holdings as filed
Filed 2024-08-14 · accession 0001493152-24-032232
$221.9M
Reported value
12
Positions
2024-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 277432100 | EMN | EASTMAN CHEM CO | $36.0M | 16.2% | 367,857 | Common | SOLE |
| G48833118 | WFRD | WEATHERFORD INTL PLC | $29.8M | 13.4% | 243,101 | Common | SOLE |
| 880779103 | TEX | TEREX CORP NEW | $29.1M | 13.1% | 530,538 | Common | SOLE |
| G6095L109 | — | APTIV PLC | $26.6M | 12.0% | 377,275 | Common | SOLE |
| 95082P105 | WCC | WESCO INTL INC | $26.6M | 12.0% | 167,500 | Common | SOLE |
| 703481101 | PTEN | PATTERSON-UTI ENERGY INC | $22.1M | 9.94% | 2,130,000 | Common | SOLE |
| 382550101 | GT | GOODYEAR TIRE & RUBR CO | $15.3M | 6.90% | 1,350,000 | Common | SOLE |
| 34354P105 | FLS | FLOWSERVE CORP | $13.0M | 5.85% | 269,882 | Common | SOLE |
| 16115Q308 | GTLS | CHART INDS INC | $10.1M | 4.55% | 70,000 | Common | SOLE |
| 044186104 | ASH | ASHLAND INC | $5.7M | 2.55% | 60,000 | Common | SOLE |
| 447011107 | HUN | HUNTSMAN CORP | $4.6M | 2.05% | 200,000 | Common | SOLE |
| 887389104 | TKR | TIMKEN CO | $3.2M | 1.44% | 40,000 | 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.