13F HOLDINGS REPORT
ATLANTIC INVESTMENT MANAGEMENT, INC.
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0001493152-23-017285
Total Value
$185.4M
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | EASTMAN CHEM CO | EMN | 362,857 | $30.6M | 16.51% |
| 2 | FLOWSERVE CORP | FLS | 780,882 | $26.5M | 14.32% |
| 3 | HUNTSMAN CORP | HUN | 908,000 | $24.8M | 13.40% |
| 4 | TIMKEN CO | TKR | 303,069 | $24.8M | 13.36% |
| 5 | RALPH LAUREN CORP | RL | 187,882 | $21.9M | 11.83% |
| 6 | HALLIBURTON CO | HAL | 665,000 | $21.0M | 11.35% |
| 7 | WESCO INTL INC | 95082P105 | 110,000 | $17.0M | 9.17% |
| 8 | HILLENBRAND INC | 431571108 | 346,949 | $16.5M | 8.90% |
| 9 | CNH INDL N V | N20944109 | 140,000 | $2.1M | 1.15% |