13F-HR 1 atlinv13fjun12.txt SECOND QUARTER 13F FORM 13F UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: June 30, 2012 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, New York 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 August 14, 2012 ------------------------- -------------- ----------------- [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: 15 -- Form 13F Information Table Value Total: $ $1,174,852 (thousands) ------------------------- List of Other Included Managers: None ---- FORM 13F INFORMATION TABLE Atlantic Investment Management, Inc. FORM 13F June 30, 2012
TITLE OF VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTH NAME OF ISSUER CLASS CUSIP (x1000) PRN AMT PRN CALL DSCRETN MNGRS SOLE SHRD NONE AECOM TECHNOLOGY CORP DELAWA COM 00766T100 $18,095 1,100,000 SH Sole 1,100,000 ASHLAND INC NEW COM 044209104 $170,072 2,453,794 SH Sole 2,453,794 CRANE CO COM 224399105 $18,190 500,000 SH Sole 500,000 CROWN HOLDINGS INC COM 228368106 $26,504 768,459 SH Sole 768,459 ENERGIZER HLDGS INC COM 29266R108 $166,965 2,218,802 SH Sole 2,218,802 FLOWSERVE CORP COM 34354P105 $22,950 200,000 SH Sole 200,000 HARMAN INTL INDS INC COM 413086109 $27,720 700,000 SH Sole 700,000 JOY GLOBAL INC COM 481165108 $188,627 3,325,000 SH Sole 3,325,000 KENNAMETAL INC COM 489170100 $157,463 4,750,000 SH Sole 4,750,000 MANITOWOC INC COM 563571108 $9,360 800,000 SH Sole 800,000 NATIONAL OILWELL VARCO INC COM 637071101 $19,808 307,385 SH Sole 307,385 OIL STS INTL INC COM 678026105 $19,860 300,000 SH Sole 300,000 OWENS ILL INC COM NEW 690768403 $170,613 8,900,000 SH Sole 8,900,000 ROCKWOOD HLDGS INC COM 774415103 $130,833 2,950,000 SH Sole 2,950,000 SEALED AIR CORP NEW COM 81211K100 $27,792 1,800,000 SH Sole 1,800,000
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