Alex Roepers Portfolio Holdings by Sector

Atlantic Investment Management, Inc.

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Auto Parts \| Consumer Cyclical APTV GT 2 stocks	$58,006 28.02% of portfolio	2	-	1	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GTLS 1 stocks	$43,639 21.08% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Equipment & Services \| Energy WFRD 1 stocks	$31,381 15.16% of portfolio	1	-	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials OSK TEX 2 stocks	$29,030 14.02% of portfolio	1	1	1	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive DAR 1 stocks	$19,845 9.59% of portfolio	1	-	1	-	0 Calls 0 Puts
Agricultural Inputs \| Basic Materials FMC 1 stocks	$15,603 7.54% of portfolio	1	-	1	-	0 Calls 0 Puts
Industrial Distribution \| Industrials WCC 1 stocks	$5,881 2.84% of portfolio	-	1	-	-	0 Calls 0 Puts
Chemicals \| Basic Materials HUN 1 stocks	$3,606 1.74% of portfolio	-	-	-	-	0 Calls 0 Puts

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