Alex Roepers Portfolio Holdings by Sector

Atlantic Investment Management, Inc.

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Oil & Gas Equipment & Services \| Energy WFRD 1 stocks	$30,673 22.09% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GTLS 1 stocks	$29,651 21.35% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials EMN ASH 2 stocks	$29,577 21.3% of portfolio	2	-	2	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials OSK TEX 2 stocks	$28,048 20.2% of portfolio	1	-	-	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive DAR 1 stocks	$15,887 11.44% of portfolio	-	1	-	-	0 Calls 0 Puts
Industrial Distribution \| Industrials WCC 1 stocks	$5,047 3.63% of portfolio	-	-	-	-	0 Calls 0 Puts

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