13F HOLDINGS REPORT
ATLANTIC INVESTMENT MANAGEMENT, INC.
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001493152-23-004837
Total Value
$184.8M
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | FLOWSERVE CORP | FLS | 865,619 | $26.6M | 14.37% |
| 2 | RALPH LAUREN CORP | RL | 248,982 | $26.3M | 14.24% |
| 3 | EASTMAN CHEM CO | EMN | 318,657 | $26.0M | 14.05% |
| 4 | WESTROCK CO | WEST | 671,433 | $23.6M | 12.78% |
| 5 | TIMKEN CO | TKR | 305,342 | $21.6M | 11.68% |
| 6 | UNIVAR SOLUTIONS INC | 91336L107 | 661,988 | $21.1M | 11.39% |
| 7 | AVNET INC | AVT | 495,707 | $20.6M | 11.16% |
| 8 | O-I GLASS INC | OI | 655,000 | $10.9M | 5.87% |
| 9 | HUNTSMAN CORP | HUN | 300,000 | $8.2M | 4.46% |