13F-HR 1 form13fdec07.txt 13F-HR FORM 13F UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: December 31, 2007 Check here if Amendment [ ]: This Amendment (Check only one.): [ ] is a restatement [ ] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Atlantic Investment Management, Inc. Address: 666 Fifth Avenue, 34th Floor, New York, NY 10103 ------------------------------------------------------------ Form 13F File Number: 028-06437 ------------------------------- The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Alexander J. Roepers ----------------------- Title: President ----------------------- Phone: 212-484-5050 ----------------------- Signature, Place, and Date of Signing: /s/ Alexander J. Roepers New York, NY February 14, 2008 --------------------------- ------------------------ ------------------ [Signature] [City, State] [Date] Report Type (Check only one): [X] 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) [ ] 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) [ ] 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) Form 13F Summary Page Report Summary Number of Other Included Managers: None Form 13F Information Table Entry Total: 14 Form 13F Information Table Value Total: $ 1,944,268 (thousands) List of Other Included Managers: None
FORM 13F INFORMATION TABLE ------------------------------------------------------------------------------------------------------------------------------------ Column 1 Column 2 Column 3 Column 4 Column 5 Column 6 Column 7 Column 8 Title of CUSIP Value Shares or SH/ Put/ Investment Other Voting Authority Name of Issuer Class (x$1000) Prin. Amt. PRN Call Discretion Managers Sole Shared None ------------------------------------------------------------------------------------------------------------------------------------ DEL MONTE FOODS CO com 24522P103 145,779 15,410,000 SH Sole 15,410,000 DONNELLEY RR & SONS CO com 257867101 399,110 10,575,250 SH Sole 10,575,250 DOVER CORP com 260003108 46,090 1,000,000 SH Sole 1,000,000 EATON CORP com 278058102 250,480 2,583,600 SH Sole 2,583,600 GENCORP INC com 368682100 31,888 2,734,800 SH Sole 2,734,800 GOODRICH CORP com 382388106 250,666 3,550,000 SH Sole 3,550,000 JOY GLOBAL INC com 481165108 359,399 5,460,337 SH Sole 5,460,337 NORFOLK SOUTHERN CORP com 655844108 30,264 600,000 SH Sole 600,000 OIL STATES INTL INC com 678026105 53,910 1,580,000 SH Sole 1,580,000 OSHKOSH TRUCK CORP com 688239201 41,589 880,000 SH Sole 880,000 SMITH INTL INC com 832110100 189,625 2,567,700 SH Sole 2,567,700 TEREX CORP NEW com 880779103 35,408 540,000 SH Sole 540,000 TIMKEN CO com 887389104 51,903 1,580,000 SH Sole 1,580,000 TRINITY INDS INC com 896522109 58,157 2,095,000 SH Sole 2,095,000