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	$45,229 26.29% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Equipment & Services \| Energy WFRD 1 stocks	$32,564 18.93% of portfolio	1	-	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials OSK TEX 2 stocks	$30,977 18.01% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials ASH EMN 2 stocks	$24,955 14.51% of portfolio	1	1	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials BLDR 1 stocks	$13,886 8.07% of portfolio	1	-	1	-	0 Calls 0 Puts
Auto Parts \| Consumer Cyclical GT 1 stocks	$9,488 5.52% of portfolio	1	-	1	-	0 Calls 0 Puts
Apparel Manufacturing \| Consumer Cyclical PVH 1 stocks	$8,918 5.18% of portfolio	1	-	1	-	0 Calls 0 Puts
Industrial Distribution \| Industrials WCC 1 stocks	$6,019 3.5% of portfolio	-	-	-	-	0 Calls 0 Puts

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