Atlantic Investment Management

Atlantic Investment Management as of Sept. 30, 2013

Portfolio Holdings for Atlantic Investment Management

Atlantic Investment Management holds 15 positions in its portfolio as reported in the September 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Baker Hughes Incorporated 19.6 $226M 4.6M 49.10
Oil States International (OIS) 18.4 $212M 2.1M 103.46
Owens Ill Com New 18.0 $207M 6.9M 30.02
Harman International Industries 14.4 $166M 2.5M 66.23
Ashland 12.5 $144M 1.6M 92.48
Rockwood Holdings 6.8 $79M 1.2M 66.90
Goodyear Tire & Rubber Company (GT) 1.8 $20M 900k 22.45
AGCO Corporation (AGCO) 1.7 $20M 331k 60.42
Curtiss-Wright (CW) 1.4 $16M 350k 46.96
Cameron International Corporation 1.4 $16M 280k 58.37
Mosaic (MOS) 0.9 $11M 250k 43.02
Triumph (TGI) 0.9 $9.8M 140k 70.22
News Corp Cl A (NWSA) 0.8 $9.6M 600k 16.06
Axiall 0.7 $8.1M 214k 37.79
Mrc Global Inc cmn (MRC) 0.7 $8.0M 300k 26.80