0000919574-19-001518.txt : 20190214 0000919574-19-001518.hdr.sgml : 20190214 20190214110853 ACCESSION NUMBER: 0000919574-19-001518 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20181231 FILED AS OF DATE: 20190214 DATE AS OF CHANGE: 20190214 EFFECTIVENESS DATE: 20190214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Anchor Bolt Capital, LP CENTRAL INDEX KEY: 0001542943 IRS NUMBER: 364715899 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15307 FILM NUMBER: 19602683 BUSINESS ADDRESS: STREET 1: 444 WEST LAKE STREET STREET 2: SUITE 4400 CITY: CHICAGO STATE: IL ZIP: 60606 BUSINESS PHONE: 312-477-2700 MAIL ADDRESS: STREET 1: 444 WEST LAKE STREET STREET 2: SUITE 4400 CITY: CHICAGO STATE: IL ZIP: 60606 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001542943 XXXXXXXX 12-31-2018 12-31-2018 false Anchor Bolt Capital, LP
444 West Lake Street Suite 4400 Chicago IL 60606
13F HOLDINGS REPORT 028-15307 N
Sean Stephens Chief Financial Officer and Chief Compliance Officer 312-477-27200 /s/ Sean Stephens Chicago IL 02-14-2019 0 54 1423033
INFORMATION TABLE 2 infotable.xml ALBEMARLE CORP COM 012653101 12733 165210 SH SOLE 138946 0 0 ALTRA INDL MOTION CORP COM 02208R106 10463 416007 SH SOLE 347947 0 0 AMERICAN AIRLS GROUP INC COM 02376R102 57924 1803914 SH SOLE 1441942 0 0 AMERICAN AXLE & MFG HLDGS IN COM 024061103 7077 637600 SH Call SOLE 536200 0 0 AMERICAN AXLE & MFG HLDGS IN COM 024061103 35923 3236322 SH SOLE 2737255 0 0 ARCH COAL INC CL A 039380407 8572 103293 SH SOLE 86391 0 0 BARRICK GOLD CORP COM 067901108 17727 1309268 SH SOLE 1103277 0 0 BERRY GLOBAL GROUP INC COM 08579W103 106472 2240092 SH SOLE 1885656 0 0 BORGWARNER INC COM 099724106 6604 190085 SH SOLE 159866 0 0 C H ROBINSON WORLDWIDE INC COM NEW 12541W209 16376 194748 SH SOLE 163788 0 0 CABOT OIL & GAS CORP COM 127097103 47515 2125968 SH SOLE 1696829 0 0 CATERPILLAR INC DEL COM 149123101 59316 466798 SH SOLE 374103 0 0 CF INDS HLDGS INC COM 125269100 22453 516037 SH SOLE 437593 0 0 CHENIERE ENERGY INC COM NEW 16411R208 126869 2143419 SH SOLE 1708934 0 0 CHEVRON CORP NEW COM 166764100 12731 117023 SH SOLE 98419 0 0 CONSOL ENERGY INC NEW COM 20854L108 8942 282002 SH SOLE 236466 0 0 CROWN HOLDINGS INC COM 228368106 56065 1348693 SH SOLE 1136782 0 0 DANA INCORPORATED COM 235825205 52349 3840700 SH Call SOLE 3211900 0 0 DANA INCORPORATED COM 235825205 54052 3965700 SH SOLE 3338458 0 0 DELTA AIR LINES INC DEL COM NEW 247361702 49066 983278 SH SOLE 786223 0 0 DOWDUPONT INC COM 26078J100 19018 355605 SH SOLE 299074 0 0 EATON CORP PLC SHS G29183103 10133 147580 SH SOLE 126035 0 0 GASLOG LTD SHS G37585109 5596 339976 SH SOLE 285927 0 0 GENERAL MTRS CO COM 37045V100 11777 352091 SH SOLE 299059 0 0 GENERAL MTRS CO COM 37045V100 31032 927700 SH Call SOLE 780100 0 0 GRAPHIC PACKAGING HLDG CO COM 388689101 26630 2502776 SH SOLE 2117463 0 0 HELMERICH & PAYNE INC COM 423452101 17515 365357 SH SOLE 307275 0 0 HESS CORP COM 42809H107 14339 354057 SH SOLE 299742 0 0 HUBBELL INC COM 443510607 9372 94343 SH SOLE 79345 0 0 KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 17348 691975 SH SOLE 581971 0 0 MERITOR INC COM 59001K100 10003 591560 SH SOLE 494780 0 0 MOSAIC CO NEW COM 61945C103 212 7260 SH SOLE 7260 0 0 NEWMONT MINING CORP COM 651639106 17277 498612 SH SOLE 422049 0 0 NORFOLK SOUTHERN CORP COM 655844108 15139 101239 SH SOLE 85144 0 0 NOVAGOLD RES INC COM NEW 66987E206 2933 742581 SH SOLE 637787 0 0 NUCOR CORP COM 670346105 12738 245866 SH SOLE 208004 0 0 OSHKOSH CORP COM 688239201 32213 525405 SH SOLE 420866 0 0 PACCAR INC COM 693718108 27643 483784 SH SOLE 387613 0 0 PIONEER NAT RES CO COM 723787107 19205 146023 SH SOLE 122806 0 0 PRETIUM RES INC COM 74139C102 19565 2315411 SH SOLE 2036171 0 0 PRETIUM RES INC COM 74139C102 30641 3626200 SH Call SOLE 3032600 0 0 RAMACO RES INC COM 75134P303 2106 425483 SH SOLE 366293 0 0 RANGE RES CORP COM 75281A109 6102 637604 SH SOLE 536242 0 0 ROYAL CARIBBEAN CRUISES LTD COM V7780T103 39613 405086 SH SOLE 341359 0 0 STAR BULK CARRIERS CORP SHS PAR Y8162K204 9470 1036094 SH SOLE 876436 0 0 TESLA INC COM 88160R101 12933 38860 SH SOLE 32682 0 0 TRINITY INDS INC COM 896522109 5839 283579 SH SOLE 238495 0 0 TURQUOISE HILL RES LTD COM 900435108 21421 12982170 SH SOLE 11225100 0 0 TYSON FOODS INC CL A 902494103 11648 218124 SH SOLE 183451 0 0 UNITED CONTL HLDGS INC COM 910047109 38456 459284 SH SOLE 368135 0 0 UNITED RENTALS INC COM 911363109 60853 593512 SH SOLE 473780 0 0 UNITED TECHNOLOGIES CORP COM 913017109 31021 291331 SH SOLE 234228 0 0 VALE S A ADR 91912E105 30415 2305883 SH SOLE 1958688 0 0 WARRIOR MET COAL INC COM 93627C101 33598 1393536 SH SOLE 1191245 0 0