Alex Roepers Portfolio Holdings by Sector

Atlantic Investment Management, Inc.

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Specialty Chemicals \| Basic Materials AXTA ASH 2 stocks	$35,462 23.99% of portfolio	1	1	1	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GTLS 1 stocks	$29,521 19.97% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Equipment & Services \| Energy WFRD 1 stocks	$24,673 16.69% of portfolio	-	1	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials OSK 1 stocks	$19,338 13.08% of portfolio	-	1	-	-	0 Calls 0 Puts
Packaging & Containers \| Consumer Cyclical GPK 1 stocks	$12,634 8.55% of portfolio	1	-	1	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive NOMD 1 stocks	$9,494 6.42% of portfolio	1	-	1	-	0 Calls 0 Puts
Apparel Manufacturing \| Consumer Cyclical PVH 1 stocks	$8,377 5.67% of portfolio	-	1	-	-	0 Calls 0 Puts
Farm Products \| Consumer Defensive DOLE 1 stocks	$4,435 3.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical BBWI 1 stocks	$3,864 2.61% of portfolio	1	-	1	-	0 Calls 0 Puts

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