13F HOLDINGS REPORT
ATLANTIC INVESTMENT MANAGEMENT, INC.
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0001493152-24-019835
Total Value
$227.8M
Positions
11
Other Managers
0
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | EASTMAN CHEM CO | EMN | 367,257 | $36.8M | 16.16% |
| 2 | WESCO INTL INC | 95082P105 | 200,400 | $34.3M | 15.07% |
| 3 | WEATHERFORD INTL PLC | G48833118 | 293,701 | $33.9M | 14.88% |
| 4 | TEREX CORP NEW | TEX | 473,838 | $30.5M | 13.40% |
| 5 | FLOWSERVE CORP | FLS | 445,882 | $20.4M | 8.94% |
| 6 | PATTERSON-UTI ENERGY INC | PTEN | 1,640,000 | $19.6M | 8.60% |
| 7 | GOODYEAR TIRE & RUBR CO | 382550101 | 1,407,000 | $19.3M | 8.48% |
| 8 | TIMKEN CO | TKR | 155,049 | $13.6M | 5.95% |
| 9 | ASHLAND INC | ASH | 90,012 | $8.8M | 3.85% |
| 10 | CAPRI HOLDINGS LIMITED | CPRI | 120,000 | $5.4M | 2.39% |
| 11 | HUNTSMAN CORP | HUN | 200,000 | $5.2M | 2.29% |