0000919574-14-004517.txt : 20140814 0000919574-14-004517.hdr.sgml : 20140814 20140814093940 ACCESSION NUMBER: 0000919574-14-004517 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20140630 FILED AS OF DATE: 20140814 DATE AS OF CHANGE: 20140814 EFFECTIVENESS DATE: 20140814 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: 141039903 BUSINESS ADDRESS: STREET 1: 300 NORTH LASALLE STREET STREET 2: SUITE 1875 CITY: CHICAGO STATE: IL ZIP: 60654 BUSINESS PHONE: 3124772700 MAIL ADDRESS: STREET 1: 300 NORTH LASALLE STREET STREET 2: SUITE 1875 CITY: CHICAGO STATE: IL ZIP: 60654 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001542943 XXXXXXXX 06-30-2014 06-30-2014 false Anchor Bolt Capital, LP
300 North LaSalle Street Suite 1875 Chicago IL 60654
13F HOLDINGS REPORT 028-15307 N
Sean Stephens Chief Financial Officer and Chief Compliance Officer 312-477-2700 /s/ Sean Stephens Chicago IL 08-14-2014 0 81 1188855
INFORMATION TABLE 2 infotable.xml AK STL HLDG CORP COM 001547108 21109 2651899 SH SOLE 2651899 0 0 AK STL HLDG CORP COM 001547108 25544 3209100 SH Call SOLE 3209100 0 0 ALPHA NATURAL RESOURCES INC COM 02076X102 4523 1219244 SH SOLE 1219244 0 0 AMERICAN AIRLS GROUP INC COM 02376R102 40660 946471 SH SOLE 946471 0 0 AMERICAN AXLE & MFG HLDGS IN COM 024061103 18623 985853 SH SOLE 985853 0 0 ANADARKO PETE CORP COM 032511107 5529 50505 SH SOLE 50505 0 0 ATWOOD OCEANICS INC COM 050095108 10334 196904 SH SOLE 196904 0 0 AURICO GOLD INC COM 05155C105 2465 578716 SH SOLE 578716 0 0 BARRICK GOLD CORP COM 067901108 1294 70714 SH SOLE 70714 0 0 CAESARSTONE SDOT-YAM LTD ORD SHS M20598104 9342 190345 SH SOLE 190345 0 0 CELANESE CORP DEL COM SER A 150870103 1932 30058 SH SOLE 30058 0 0 CENTURY ALUM CO COM 156431108 20951 1336154 SH SOLE 1336154 0 0 CF INDS HLDGS INC COM 125269100 25005 103958 SH SOLE 103958 0 0 CHART INDS INC COM PAR $0.01 16115Q308 2557 30910 SH SOLE 30910 0 0 CHENIERE ENERGY INC COM NEW 16411R208 35126 489900 SH Call SOLE 489900 0 0 CHENIERE ENERGY INC COM NEW 16411R208 51625 720013 SH SOLE 720013 0 0 CHICAGO BRIDGE & IRON CO N V COM 167250109 4377 64173 SH SOLE 64173 0 0 CLOUD PEAK ENERGY INC COM 18911Q102 4826 261987 SH SOLE 261987 0 0 CONSTELLIUM NV CL A N22035104 7272 226827 SH SOLE 226827 0 0 CONTINENTAL RESOURCES INC COM 212015101 15354 97152 SH SOLE 97152 0 0 COOPER TIRE & RUBR CO COM 216831107 22792 759726 SH SOLE 759726 0 0 COPA HOLDINGS SA CL A P31076105 10009 70206 SH SOLE 70206 0 0 CUMMINS INC COM 231021106 12140 78685 SH SOLE 78685 0 0 DANA HLDG CORP COM 235825205 17611 721151 SH SOLE 721151 0 0 DEERE & CO COM 244199105 6322 69820 SH SOLE 69820 0 0 DELPHI AUTOMOTIVE PLC SHS G27823106 19519 283961 SH SOLE 283961 0 0 DELTA AIR LINES INC DEL COM NEW 247361702 31147 804407 SH SOLE 804407 0 0 EAGLE MATERIALS INC COM 26969P108 11682 123912 SH SOLE 123912 0 0 ELDORADO GOLD CORP NEW COM 284902103 20021 2620495 SH SOLE 2620495 0 0 EOG RES INC COM 26875P101 31758 271760 SH SOLE 271760 0 0 EQT CORP COM 26884L109 13672 127892 SH SOLE 127892 0 0 ESTERLINE TECHNOLOGIES CORP COM 297425100 2955 25668 SH SOLE 25668 0 0 FORD MTR CO DEL COM PAR $0.01 345370860 22104 1282133 SH SOLE 1282133 0 0 FREEPORT-MCMORAN COPPER & GO COM 35671D857 9381 257000 SH Call SOLE 257000 0 0 FREEPORT-MCMORAN COPPER & GO COM 35671D857 25318 693639 SH SOLE 693639 0 0 GENERAL DYNAMICS CORP COM 369550108 10819 92825 SH SOLE 92825 0 0 GENERAL MTRS CO COM 37045V100 25384 699292 SH SOLE 699292 0 0 GOLD FIELDS LTD NEW SPONSORED ADR 38059T106 4292 1153779 SH SOLE 1153779 0 0 GOLDCORP INC NEW COM 380956409 4563 163498 SH SOLE 163498 0 0 GOODYEAR TIRE & RUBR CO COM 382550101 9265 333511 SH SOLE 333511 0 0 GRAPHIC PACKAGING HLDG CO COM 388689101 33747 2884375 SH SOLE 2884375 0 0 H & E EQUIPMENT SERVICES INC COM 404030108 9773 268941 SH SOLE 268941 0 0 HALLIBURTON CO COM 406216101 15341 216038 SH SOLE 216038 0 0 HESS CORP COM 42809H107 20776 210096 SH SOLE 210096 0 0 HONEYWELL INTL INC COM 438516106 16300 175368 SH SOLE 175368 0 0 HORNBECK OFFSHORE SVCS INC N COM 440543106 3012 64200 SH Call SOLE 64200 0 0 HORNBECK OFFSHORE SVCS INC N COM 440543106 17728 377838 SH SOLE 377838 0 0 HUNTSMAN CORP COM 447011107 1935 68855 SH SOLE 68855 0 0 INGERSOLL-RAND PLC SHS G47791101 12751 203979 SH SOLE 203979 0 0 KAPSTONE PAPER & PACKAGING C COM 48562P103 10271 310032 SH SOLE 310032 0 0 LEAR CORP COM NEW 521865204 30393 340270 SH SOLE 340270 0 0 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 21383 218980 SH SOLE 218980 0 0 MAGNA INTL INC COM 559222401 15673 145457 SH SOLE 145457 0 0 MERITOR INC COM 59001K100 5557 426127 SH SOLE 426127 0 0 MOSAIC CO NEW COM 61945C103 34292 693477 SH SOLE 693477 0 0 NAVIGATOR HOLDINGS LTD SHS Y62132108 3771 128343 SH SOLE 128343 0 0 NOBLE ENERGY INC COM 655044105 23511 303521 SH SOLE 303521 0 0 OASIS PETE INC NEW COM 674215108 19679 352103 SH SOLE 352103 0 0 OSHKOSH CORP COM 688239201 5188 93420 SH SOLE 93420 0 0 PBF ENERGY INC CL A 69318G106 11768 441592 SH SOLE 441592 0 0 PDC ENERGY INC COM 69327R101 8110 128429 SH SOLE 128429 0 0 PLATINUM GROUP METALS LTD COM NEW 72765Q205 5059 4286147 SH SOLE 4286147 0 0 PRECISION DRILLING CORP COM 2010 74022D308 9982 704971 SH SOLE 704971 0 0 QUANTA SVCS INC COM 74762E102 5682 164314 SH SOLE 164314 0 0 RICE ENERGY INC COM 762760106 3092 101542 SH SOLE 101542 0 0 ROWAN COMPANIES PLC SHS CL A G7665A101 12688 397370 SH SOLE 397370 0 0 SPIRIT AIRLS INC COM 848577102 3743 59192 SH SOLE 59192 0 0 STEEL DYNAMICS INC COM 858119100 17338 965917 SH SOLE 965917 0 0 SWIFT TRANSN CO CL A 87074U101 15248 604368 SH SOLE 604368 0 0 TENNECO INC COM 880349105 9150 139269 SH SOLE 139269 0 0 TEREX CORP NEW COM 880779103 8446 205494 SH SOLE 205494 0 0 TESORO CORP COM 881609101 28872 492113 SH SOLE 492113 0 0 THOMPSON CREEK METALS CO INC COM 884768102 3799 1283414 SH SOLE 1283414 0 0 TIMKEN CO COM 887389104 14533 214220 SH SOLE 214220 0 0 TRINITY INDS INC COM 896522109 22087 505190 SH SOLE 505190 0 0 TRW AUTOMOTIVE HLDGS CORP COM 87264S106 10678 119279 SH SOLE 119279 0 0 UNION PAC CORP COM 907818108 13677 137114 SH SOLE 137114 0 0 UNITED RENTALS INC COM 911363109 27136 259102 SH SOLE 259102 0 0 UNITED STATES STL CORP NEW COM 912909108 8068 309821 SH SOLE 309821 0 0 UNITED TECHNOLOGIES CORP COM 913017109 7822 67754 SH SOLE 67754 0 0 VALERO ENERGY CORP NEW COM 91913Y100 21594 431018 SH SOLE 431018 0 0