Alex Roepers Portfolio Holdings by Sector

Atlantic Investment Management, Inc.

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Specialty Industrial Machinery \| Industrials GTLS 1 stocks	$53,286 26.02% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto Parts \| Consumer Cyclical APTV 1 stocks	$43,800 21.38% of portfolio	1	-	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials TEX 1 stocks	$33,070 16.15% of portfolio	1	-	-	-	0 Calls 0 Puts
Industrial Distribution \| Industrials WCC 1 stocks	$32,593 15.91% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Equipment & Services \| Energy WFRD 1 stocks	$23,871 11.65% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Drilling \| Energy PTEN 1 stocks	$13,370 6.53% of portfolio	-	1	-	-	0 Calls 0 Puts
Chemicals \| Basic Materials HUN 1 stocks	$4,836 2.36% of portfolio	-	-	-	-	0 Calls 0 Puts

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