0000919574-14-006327.txt : 20141114 0000919574-14-006327.hdr.sgml : 20141114 20141113181544 ACCESSION NUMBER: 0000919574-14-006327 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20140930 FILED AS OF DATE: 20141114 DATE AS OF CHANGE: 20141113 EFFECTIVENESS DATE: 20141114 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: 141219660 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 09-30-2014 09-30-2014 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 11-13-2014 0 86 1453083
INFORMATION TABLE 2 infotable.xml AK STL HLDG CORP COM 001547108 17072 2131336 SH SOLE 2131336 0 0 ALPHA NATURAL RESOURCES INC COM 02076X102 4717 1902160 SH SOLE 1902160 0 0 AMERICAN AIRLS GROUP INC COM 02376R102 29811 840221 SH SOLE 840221 0 0 AMERICAN AXLE & MFG HLDGS IN COM 024061103 32208 1920597 SH SOLE 1920597 0 0 ANADARKO PETE CORP COM 032511107 8386 82672 SH SOLE 82672 0 0 ATWOOD OCEANICS INC COM 050095108 8466 193778 SH SOLE 193778 0 0 AURICO GOLD INC COM 05155C105 1983 568158 SH SOLE 568158 0 0 CAESARSTONE SDOT-YAM LTD ORD SHS M20598104 19491 377149 SH SOLE 377149 0 0 CENTURY ALUM CO COM 156431108 48590 1871008 SH SOLE 1871008 0 0 CF INDS HLDGS INC COM 125269100 57762 206870 SH SOLE 206870 0 0 CHENIERE ENERGY INC COM NEW 16411R208 42896 536000 SH Call SOLE 536000 0 0 CHENIERE ENERGY INC COM NEW 16411R208 49388 617121 SH SOLE 617121 0 0 CLOUD PEAK ENERGY INC COM 18911Q102 2059 163152 SH SOLE 163152 0 0 CONSTELLIUM NV CL A N22035104 6541 265777 SH SOLE 265777 0 0 CONTINENTAL RESOURCES INC COM 212015101 13670 205630 SH SOLE 205630 0 0 COOPER TIRE & RUBR CO COM 216831107 15529 541092 SH SOLE 541092 0 0 COPA HOLDINGS SA CL A P31076105 9253 86243 SH SOLE 86243 0 0 CUMMINS INC COM 231021106 7401 56073 SH SOLE 56073 0 0 D R HORTON INC COM 23331A109 1293 63002 SH SOLE 63002 0 0 DANA HLDG CORP COM 235825205 28245 1473421 SH SOLE 1473421 0 0 DEERE & CO COM 244199105 6538 79746 SH SOLE 79746 0 0 DELEK US HLDGS INC COM 246647101 3787 114355 SH SOLE 114355 0 0 DELPHI AUTOMOTIVE PLC SHS G27823106 18199 296697 SH SOLE 296697 0 0 DELTA AIR LINES INC DEL COM NEW 247361702 25782 713198 SH SOLE 713198 0 0 EAGLE MATERIALS INC COM 26969P108 13659 134137 SH SOLE 134137 0 0 ELDORADO GOLD CORP NEW COM 284902103 19071 2829522 SH SOLE 2829522 0 0 EOG RES INC COM 26875P101 38174 385515 SH SOLE 385515 0 0 EQT CORP COM 26884L109 22554 246383 SH SOLE 246383 0 0 ESTERLINE TECHNOLOGIES CORP COM 297425100 2804 25200 SH SOLE 25200 0 0 FORD MTR CO DEL COM PAR $0.01 345370860 11434 773092 SH SOLE 773092 0 0 FREEPORT-MCMORAN INC CL B 35671D857 8241 252400 SH Call SOLE 252400 0 0 FREEPORT-MCMORAN INC CL B 35671D857 18241 558684 SH SOLE 558684 0 0 GENERAL DYNAMICS CORP COM 369550108 13734 108069 SH SOLE 108069 0 0 GENERAL MTRS CO COM 37045V100 21414 670446 SH SOLE 670446 0 0 GOLD FIELDS LTD NEW SPONSORED ADR 38059T106 3957 1014500 SH Call SOLE 1014500 0 0 GOLD FIELDS LTD NEW SPONSORED ADR 38059T106 9697 2486375 SH SOLE 2486375 0 0 GOLDCORP INC NEW COM 380956409 3801 165040 SH SOLE 165040 0 0 GOODYEAR TIRE & RUBR CO COM 382550101 15314 678207 SH SOLE 678207 0 0 GRAPHIC PACKAGING HLDG CO COM 388689101 35129 2826114 SH SOLE 2826114 0 0 H & E EQUIPMENT SERVICES INC COM 404030108 13363 331759 SH SOLE 331759 0 0 HALLIBURTON CO COM 406216101 16000 248021 SH SOLE 248021 0 0 HESS CORP COM 42809H107 19830 210244 SH SOLE 210244 0 0 HONEYWELL INTL INC COM 438516106 29824 320274 SH SOLE 320274 0 0 HORNBECK OFFSHORE SVCS INC N COM 440543106 16908 516600 SH SOLE 516600 0 0 HUNTSMAN CORP COM 447011107 21220 816480 SH SOLE 816480 0 0 INGERSOLL-RAND PLC SHS G47791101 25744 456777 SH SOLE 456777 0 0 INTREPID POTASH INC COM 46121Y102 7258 469805 SH SOLE 469805 0 0 KAPSTONE PAPER & PACKAGING C COM 48562P103 10073 360127 SH SOLE 360127 0 0 KOSMOS ENERGY LTD SHS G5315B107 1882 189000 SH Call SOLE 189000 0 0 KOSMOS ENERGY LTD SHS G5315B107 11726 1177331 SH SOLE 1177331 0 0 LEAR CORP COM NEW 521865204 40498 468677 SH SOLE 468677 0 0 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 29175 268497 SH SOLE 268497 0 0 MAGNA INTL INC COM 559222401 13554 142805 SH SOLE 142805 0 0 MATRIX SVC CO COM 576853105 2390 99093 SH SOLE 99093 0 0 MOBILEYE N V AMSTELVEEN ORD SHS N51488117 4727 88202 SH SOLE 88202 0 0 MOSAIC CO NEW COM 61945C103 18879 425104 SH SOLE 425104 0 0 NAVIGATOR HOLDINGS LTD SHS Y62132108 4909 176402 SH SOLE 176402 0 0 NOBLE ENERGY INC COM 655044105 30983 453226 SH SOLE 453226 0 0 OASIS PETE INC NEW COM 674215108 16854 403100 SH SOLE 403100 0 0 OSHKOSH CORP COM 688239201 6281 142266 SH SOLE 142266 0 0 PBF ENERGY INC CL A 69318G106 15209 633719 SH SOLE 633719 0 0 PDC ENERGY INC COM 69327R101 6250 124288 SH SOLE 124288 0 0 PLATINUM GROUP METALS LTD COM NEW 72765Q205 4557 5120355 SH SOLE 5120355 0 0 PRECISION DRILLING CORP COM 2010 74022D308 12701 1177133 SH SOLE 1177133 0 0 QUANTA SVCS INC COM 74762E102 7745 213416 SH SOLE 213416 0 0 ROADRUNNER TRNSN SVCS HLDG I COM 76973Q105 5053 221737 SH SOLE 221737 0 0 ROWAN COMPANIES PLC SHS CL A G7665A101 18297 722934 SH SOLE 722934 0 0 SCHLUMBERGER LTD COM 806857108 1182 11628 SH SOLE 11628 0 0 SPIRIT AIRLS INC COM 848577102 15477 223852 SH SOLE 223852 0 0 STEEL DYNAMICS INC COM 858119100 31168 1378496 SH SOLE 1378496 0 0 SWIFT TRANSN CO CL A 87074U101 10339 492786 SH SOLE 492786 0 0 TENNECO INC COM 880349105 15750 301091 SH SOLE 301091 0 0 TESORO CORP COM 881609101 32556 533873 SH SOLE 533873 0 0 THOMPSON CREEK METALS CO INC COM 884768102 6645 3020400 SH SOLE 3020400 0 0 TIMKEN CO COM 887389104 4781 112787 SH SOLE 112787 0 0 TIMKENSTEEL CORP COM 887399103 7334 157764 SH SOLE 157764 0 0 TRINITY INDS INC COM 896522109 21487 459901 SH SOLE 459901 0 0 TURQUOISE HILL RES LTD COM 900435108 2828 756092 SH SOLE 756092 0 0 TYSON FOODS INC CL A 902494103 19222 488234 SH SOLE 488234 0 0 UNION PAC CORP COM 907818108 22081 203662 SH SOLE 203662 0 0 UNITED RENTALS INC COM 911363109 35321 317923 SH SOLE 317923 0 0 UNITED STATES STL CORP NEW COM 912909108 31595 806600 SH Call SOLE 806600 0 0 UNITED STATES STL CORP NEW COM 912909108 63678 1625679 SH SOLE 1625679 0 0 UNITED TECHNOLOGIES CORP COM 913017109 7072 66973 SH SOLE 66973 0 0 VALERO ENERGY CORP NEW COM 91913Y100 4797 103671 SH SOLE 103671 0 0 WHIRLPOOL CORP COM 963320106 11585 79543 SH SOLE 79543 0 0