13F-HR 1 form13fjun08.txt FM13F 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, 2008 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 August 13, 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: 15 Form 13F Information Table Value Total: $ 1,534,564 (thousands) List of Other Included Managers: None
FORM 13F INFORMATION TABLE FORM 13F June 30, 2008 ------------------------------------------------------------------------------------------------------------------------------------ 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 ------------------------------------------------------------------------------------------------------------------------------------ CRANE CO COM 224399105 26,123 678,000 SH Sole 678,000 DEL MONTE FOODS CO COM 24522P103 77,765 10,952,828 SH Sole 10,952,828 DONNELLEY RR & SONS CO COM 257867101 343,628 11,573,865 SH Sole 11,573,865 EATON CORP COM 278058102 305,892 3,600,000 SH Sole 3,600,000 GENCORP INC COM 368682100 20,237 2,826,400 SH Sole 2,826,400 GOODRICH CORP COM 382388106 294,252 6,200,000 SH Sole 6,200,000 HAYNES INTERNATIONAL INC COM NEW 420877201 18,416 320,000 SH Sole 320,000 KENNAMETAL INC COM 489170100 16,581 509,400 SH Sole 509,400 OSHKOSH CORP COM 688239201 8,874 428,900 SH Sole 428,900 OWENS ILL INC COM NEW 690768403 10,006 240,000 SH Sole 240,000 PPG INDS INC COM 693506107 10,040 175,000 SH Sole 175,000 PRECISION CASTPARTS CORP COM 740189105 326,544 3,388,436 SH Sole 3,388,436 TIDEWATER INC COM 886423102 35,767 550,000 SH Sole 550,000 TIMKEN CO COM 887389104 18,931 574,722 SH Sole 574,722 TRINITY INDS INC COM 896522109 21,508 620,000 SH Sole 620,000