0000919574-19-005333.txt : 20190814 0000919574-19-005333.hdr.sgml : 20190814 20190814124605 ACCESSION NUMBER: 0000919574-19-005333 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190630 FILED AS OF DATE: 20190814 DATE AS OF CHANGE: 20190814 EFFECTIVENESS DATE: 20190814 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: 191024718 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 06-30-2019 06-30-2019 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 08-14-2019 0 53 1037264 INFORMATION TABLE 2 infotable.xml ALBEMARLE CORP COM 012653101 20887 296647 SH SOLE 175617 0 0 AMERICAN AXLE & MFG HLDGS IN COM 024061103 9078 711470 SH SOLE 581164 0 0 ARCH COAL INC CL A 039380407 24277 257687 SH SOLE 190022 0 0 BERRY GLOBAL GROUP INC COM 08579W103 61457 1168610 SH SOLE 761937 0 0 BORGWARNER INC COM 099724106 2972 70805 SH SOLE 46898 0 0 CABOT OIL & GAS CORP COM 127097103 15375 669636 SH SOLE 454749 0 0 CF INDS HLDGS INC COM 125269100 13984 299387 SH SOLE 201193 0 0 CHENIERE ENERGY INC COM NEW 16411R208 60500 883851 SH SOLE 589651 0 0 CLEVELAND CLIFFS INC COM 185899101 38721 3628926 SH SOLE 2415198 0 0 CLEVELAND CLIFFS INC COM 185899101 19946 1869400 SH Call SOLE 1340000 0 0 COMMERCIAL METALS CO COM 201723103 3121 174842 SH SOLE 115806 0 0 CONOCOPHILLIPS COM 20825C104 10401 170505 SH SOLE 115948 0 0 CONSOL ENERGY INC NEW COM 20854L108 5112 192125 SH SOLE 158640 0 0 CONSTELLIUM NV CL A N22035104 7754 772347 SH SOLE 511564 0 0 CROWN HOLDINGS INC COM 228368106 29806 487826 SH SOLE 301937 0 0 DANA INCORPORATED COM 235825205 37517 1881513 SH SOLE 1269161 0 0 DEERE & CO COM 244199105 6096 36789 SH SOLE 24370 0 0 DELPHI TECHNOLOGIES PLC SHS G2709G107 6292 314618 SH SOLE 208390 0 0 DELTA AIR LINES INC DEL COM NEW 247361702 31262 550876 SH SOLE 342865 0 0 DIAMONDBACK ENERGY INC COM 25278X109 3353 30771 SH SOLE 20383 0 0 EATON CORP PLC SHS G29183103 13594 163232 SH SOLE 108120 0 0 FORD MTR CO DEL COM 345370860 4676 457041 SH SOLE 302724 0 0 GENERAL MTRS CO COM 37045V100 44668 1159300 SH SOLE 906629 0 0 GOLD FIELDS LTD NEW SPONSORED ADR 38059T106 15654 2893579 SH SOLE 1916578 0 0 GRAFTECH INTL LTD COM 384313508 39912 3470580 SH SOLE 2107535 0 0 GRAPHIC PACKAGING HLDG CO COM 388689101 36104 2582572 SH SOLE 1565764 0 0 HELMERICH & PAYNE INC COM 423452101 14190 280316 SH SOLE 185670 0 0 HESS CORP COM 42809H107 34777 547062 SH SOLE 356704 0 0 KEANE GROUP INC COM 48669A108 6797 1011437 SH SOLE 669931 0 0 KNIGHT SWIFT TRANSN HLDGS IN CL A 499049104 9422 286892 SH SOLE 190024 0 0 MASCO CORP COM 574599106 10886 277410 SH SOLE 183745 0 0 MCDERMOTT INTL INC COM 580037703 32746 3389900 SH Call SOLE 2746100 0 0 MCDERMOTT INTL INC COM 580037703 12020 1244337 SH SOLE 1028251 0 0 MOSAIC CO NEW COM 61945C103 4884 195143 SH SOLE 129253 0 0 NEWMONT GOLDCORP CORPORATION COM 651639106 30597 795345 SH SOLE 482215 0 0 NORFOLK SOUTHERN CORP COM 655844108 14092 70698 SH SOLE 46827 0 0 NORWEGIAN CRUISE LINE HLDG L SHS G66721104 12675 236341 SH SOLE 156541 0 0 NOVAGOLD RES INC COM NEW 66987E206 5793 980234 SH SOLE 809428 0 0 OSHKOSH CORP COM 688239201 10724 128448 SH SOLE 85079 0 0 PARSLEY ENERGY INC CL A 701877102 13202 694474 SH SOLE 459988 0 0 PBF ENERGY INC CL A 69318G106 7505 239764 SH SOLE 192543 0 0 PRETIUM RES INC COM 74139C102 10715 1070393 SH SOLE 803626 0 0 PROPETRO HLDG CORP COM 74347M108 20164 974128 SH SOLE 656902 0 0 RAMACO RES INC COM 75134P303 2549 479213 SH SOLE 396471 0 0 ROYAL CARIBBEAN CRUISES LTD COM V7780T103 38789 320013 SH SOLE 230240 0 0 SPIRIT AIRLS INC COM 848577102 17385 364246 SH SOLE 244732 0 0 TIMKEN CO COM 887389104 10963 213545 SH SOLE 141443 0 0 TURQUOISE HILL RES LTD COM 900435108 7128 5748748 SH SOLE 4716674 0 0 TYSON FOODS INC CL A 902494103 14623 181114 SH SOLE 119963 0 0 UNITED CONTL HLDGS INC COM 910047109 26095 298057 SH SOLE 190813 0 0 UNITED RENTALS INC COM 911363109 65301 492357 SH SOLE 306048 0 0 UNITED TECHNOLOGIES CORP COM 913017109 19429 149225 SH SOLE 101734 0 0 WARRIOR MET COAL INC COM 93627C101 21294 815221 SH SOLE 583775 0 0