Atlantic Investment
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- added+2.89
- added+6.48
Positions
| OIO-I Glass, Inc. | 21.21% | 9,400,000 | $326M | added+16% | +2.89 pp | 5 q |
| TG7Triumph Group Inc | 15.92% | 3,500,000 | $244M | added+61% | +6.48 pp | 4 q |
| unresolvedHarman Intl Inds Inc | 15.85% | 2,265,167 | $243M | trimmed−13% | −2.69 pp | 5 q |
| unresolvedBaker Hughes Inc. | 13.33% | 2,750,000 | $205M | trimmed−39% | −6.36 pp | 5 q |
| unresolvedCameron International Corp | 12.57% | 2,850,000 | $193M | added+2% | +1.00 pp | 4 q |
| OISOil States International, Inc. | 8.89% | 2,130,000 | $137M | trimmed−14% | −7.48 pp | 5 q |
| GTGoodyear Tire & Rubber | 1.83% | 1,012,706 | $28M | added+27% | +0.43 pp | 5 q |
| unresolvedGeneral Cable Corp | 1.58% | 946,418 | $24M | added+69% | +0.62 pp | 2 q |
| DCHDauch Corporation | 1.42% | 1,154,418 | $22M | added×2.0 | +0.72 pp | 2 q |
| unresolvedCytec Inds Inc | 1.30% | 188,682 | $20M | added+2% | +0.09 pp | 3 q |
| HA7Enviri Corp | 1.25% | 720,045 | $19M | added+17% | +0.28 pp | 2 q |
| unresolvedExelis Inc | 1.19% | 1,078,328 | $18M | new | +1.19 pp | new |
| unresolvedTaminco Corp | 1.09% | 722,069 | $17M | added+23% | +0.26 pp | 3 q |
| TEXTerex Corporation | 0.95% | 355,000 | $15M | new | +0.95 pp | new |
| unresolvedBabcock & Wilcox Co New | 0.84% | 399,700 | $13M | new | +0.84 pp | new |
| unresolvedDonnelley R R & Sons Co | 0.77% | 700,000 | $12M | new | +0.77 pp | new |
