Atlantic Investment Management as of Sept. 30, 2014
Portfolio Holdings for Atlantic Investment Management
Atlantic Investment Management holds 16 positions in its portfolio as reported in the September 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Owens-Illinois | 19.1 | $290M | 11M | 26.05 | |
| Triumph (TGI) | 16.3 | $247M | 3.8M | 65.05 | |
| Baker Hughes Incorporated | 14.4 | $219M | 3.4M | 65.06 | |
| Harman International Industries | 14.4 | $218M | 2.2M | 98.04 | |
| Cameron International Corporation | 13.3 | $201M | 3.0M | 66.38 | |
| Oil States International (OIS) | 9.7 | $147M | 2.4M | 61.90 | |
| Terex Corporation (TEX) | 2.1 | $31M | 988k | 31.77 | |
| Goodyear Tire & Rubber Company (GT) | 1.9 | $28M | 1.2M | 22.58 | |
| General Cable Corporation | 1.7 | $26M | 1.7M | 15.08 | |
| American Axle & Manufact. Holdings (AXL) | 1.3 | $20M | 1.2M | 16.77 | |
| Harsco Corporation (NVRI) | 1.2 | $18M | 841k | 21.41 | |
| Cytec Industries | 1.2 | $18M | 382k | 47.29 | |
| Tamin | 1.2 | $18M | 688k | 26.10 | |
| Exelis | 1.1 | $17M | 1.0M | 16.54 | |
| R.R. Donnelley & Sons Company | 1.1 | $17M | 1.0M | 16.46 | |
| Vectrus (VVX) | 0.1 | $1.1M | 57k | 19.53 |
