13F-HR/A 1 form13fsept07restate.txt FM13FRESTATE FORM 13F UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: September 30, 2007 Check here if Amendment [ ]: This Amendment (Check only one.): [X] 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 November 13, 2007 --------------------------- ------------------------ ------------------ [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: 17 Form 13F Information Table Value Total: $ 1,857,217 (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 ------------------------------------------------------------------------------------------------------------------------------------ CINTAS CORP COM 172908105 49,343 1,330,000 SH Sole 1,330,000 DEL MONTE FOODS CO COM 24522P103 154,928 14,755,000 SH Sole 14,755,000 DONNELLEY R R & SONS CO COM 257867101 379,047 10,367,800 SH Sole 10,367,800 DOVER CORP COM 260003108 22,928 450,000 SH Sole 450,000 EATON CORP COM 278058102 178,272 1,800,000 SH Sole 1,800,000 GARDNER DENVER INC COM 365558105 15,600 400,000 SH Sole 400,000 GENCORP INC COM 368682100 29,661 2,480,000 SH Sole 2,480,000 GOODRICH CORP COM 382388106 279,743 4,100,000 SH Sole 4,100,000 JOY GLOBAL INC COM 481165108 300,365 5,905,717 SH Sole 5,905,717 KELLY SVCS INC CL A 488152208 14,858 750,000 SH Sole 750,000 MCCLATCHY CO CL A 579489105 12,246 612,900 SH Sole 612,900 NORFOLK SOUTHERN CORP COM 655844108 20,764 400,000 SH Sole 400,000 OIL STS INTL INC COM 678026105 53,082 1,099,000 SH Sole 1,099,000 OSHKOSH TRUCK CORP COM 688239201 41,520 670,000 SH Sole 670,000 SMITH INTL INC COM 832110100 203,133 2,845,000 SH Sole 2,845,000 TIMKEN CO COM 887389104 46,438 1,250,000 SH Sole 1,250,000 TRINITY INDS INC COM 896522109 55,289 1,472,800 SH Sole 1,472,800