0000919574-19-003531.txt : 20190515 0000919574-19-003531.hdr.sgml : 20190515 20190515111002 ACCESSION NUMBER: 0000919574-19-003531 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190331 FILED AS OF DATE: 20190515 DATE AS OF CHANGE: 20190515 EFFECTIVENESS DATE: 20190515 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: 19826092 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 03-31-2019 03-31-2019 false Anchor Bolt Capital, LP

444 West Lake Street Suite 4400 Chicago IL 60606

13F HOLDINGS REPORT 028-15307 N Sean Stephens 312-477-27200 /s/ Sean Stephens Chicago IL 05-15-2019 0 49 1032528 INFORMATION TABLE 2 infotable.xml ALBEMARLE CORP COM 012653101 20196 246351 SH SOLE 156997 0 0 AMERICAN AIRLS GROUP INC COM 02376R102 3751 118099 SH SOLE 90409 0 0 AMERICAN AXLE & MFG HLDGS IN COM 024061103 31425 2196048 SH SOLE 1699111 0 0 ARCH COAL INC CL A 039380407 31662 346909 SH SOLE 290779 0 0 BERRY GLOBAL GROUP INC COM 08579W103 85401 1585320 SH SOLE 1136366 0 0 CABOT OIL & GAS CORP COM 127097103 51886 1987961 SH SOLE 1471744 0 0 CHENIERE ENERGY INC COM NEW 16411R208 76699 1121988 SH SOLE 825300 0 0 CLEVELAND CLIFFS INC COM 185899101 4457 446100 SH Call SOLE 354500 0 0 CLEVELAND CLIFFS INC COM 185899101 29372 2940149 SH SOLE 2070547 0 0 CONCHO RES INC COM 20605P101 15739 141843 SH SOLE 104134 0 0 CONSOL ENERGY INC NEW COM 20854L108 13664 399300 SH SOLE 331591 0 0 CROWN HOLDINGS INC COM 228368106 5080 93100 SH Call SOLE 75100 0 0 CROWN HOLDINGS INC COM 228368106 49935 915065 SH SOLE 669669 0 0 DANA INCORPORATED COM 235825205 54830 3090783 SH SOLE 2224127 0 0 DELTA AIR LINES INC DEL COM NEW 247361702 9019 174615 SH SOLE 133630 0 0 DEVON ENERGY CORP NEW COM 25179M103 947 30000 SH SOLE 23658 0 0 DIAMONDBACK ENERGY INC COM 25278X109 13826 136172 SH SOLE 106818 0 0 EATON CORP PLC SHS G29183103 8637 107212 SH SOLE 81489 0 0 GENERAL MTRS CO COM 37045V100 34729 936086 SH SOLE 695603 0 0 GRAFTECH INTL LTD COM 384313508 14738 1152304 SH SOLE 885884 0 0 GRAPHIC PACKAGING HLDG CO COM 388689101 33071 2618468 SH SOLE 1781430 0 0 HELMERICH & PAYNE INC COM 423452101 14988 269759 SH SOLE 201584 0 0 HESS CORP COM 42809H107 53432 887137 SH SOLE 612015 0 0 HUBBELL INC COM 443510607 10615 89972 SH SOLE 64337 0 0 KEANE GROUP INC COM 48669A108 2893 265681 SH SOLE 209519 0 0 KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 15081 461475 SH SOLE 322000 0 0 LYFT INC CL A COM 55087P104 1331 17000 SH SOLE 13408 0 0 MARATHON PETE CORP COM 56585A102 14864 248359 SH SOLE 180058 0 0 MCDERMOTT INTL INC COM 580037703 5289 710853 SH SOLE 570613 0 0 NEWMONT MNG CORP COM 651639106 31961 893521 SH SOLE 605896 0 0 NOBLE ENERGY INC COM 655044105 11967 483886 SH SOLE 373555 0 0 NORFOLK SOUTHERN CORP COM 655844108 7900 42269 SH SOLE 30860 0 0 NOVAGOLD RES INC COM NEW 66987E206 5242 1257097 SH SOLE 1067816 0 0 PACCAR INC COM 693718108 528 7746 SH SOLE 7746 0 0 PRETIUM RES INC COM 74139C102 7581 885646 SH SOLE 754403 0 0 PROPETRO HLDG CORP COM 74347M108 23809 1056295 SH SOLE 745863 0 0 RAMACO RES INC COM 75134P303 2619 451563 SH SOLE 382971 0 0 ROYAL CARIBBEAN CRUISES LTD COM V7780T103 41884 365417 SH SOLE 276085 0 0 SOUTHWEST AIRLS CO COM 844741108 7334 141283 SH SOLE 106075 0 0 SPIRIT AIRLS INC COM 848577102 10641 201296 SH SOLE 156171 0 0 TIMKEN CO COM 887389104 6731 154317 SH SOLE 110421 0 0 TURQUOISE HILL RES LTD COM 900435108 13133 7911475 SH SOLE 6769805 0 0 TYSON FOODS INC CL A 902494103 21908 315543 SH SOLE 221053 0 0 UNITED CONTL HLDGS INC COM 910047109 29449 369130 SH SOLE 253464 0 0 UNITED RENTALS INC COM 911363109 2856 25000 SH Call SOLE 20000 0 0 UNITED RENTALS INC COM 911363109 45823 401075 SH SOLE 282345 0 0 UNITED TECHNOLOGIES CORP COM 913017109 24248 188126 SH SOLE 126858 0 0 VALE S A SPONSORED ADS 91912E105 542 41497 SH SOLE 41497 0 0 WARRIOR MET COAL INC COM 93627C101 28815 947864 SH SOLE 739112 0 0