13F-HR 1 form13fjun07.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, 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 August 14, 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: $ 1,752,971 (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 47,316 1,199,990 SH Sole 1,199,990 DEL MONTE FOODS CO COM 24522P103 166,592 13,700,000 SH Sole 13,700,000 DONNELLEY R R & SONS CO COM 257867101 391,590 9,000,000 SH Sole 9,000,000 DOVER CORP COM 260003108 15,345 300,000 SH Sole 300,000 EATON CORP COM 278058102 172,050 1,850,000 SH Sole 1,850,000 GARDNER DENVER INC COM 365558105 17,020 400,000 SH Sole 400,000 GENCORP INC COM 368682100 22,573 1,727,100 SH Sole 1,727,100 GOODRICH CORP COM 382388106 244,196 4,100,000 SH Sole 4,100,000 JOY GLOBAL INC COM 481165108 319,065 5,470,000 SH Sole 5,470,000 KELLY SVCS INC CL A 488152208 12,573 457,872 SH Sole 457,872 KENNAMETAL INC COM 489170100 19,687 240,000 SH Sole 240,000 MCCLATCHY CO CL A 579489105 16,705 660,000 SH Sole 660,000 OIL STS INTL INC COM 678026105 41,340 1,000,000 SH Sole 1,000,000 OSHKOSH TRUCK CORP COM 688239201 42,156 670,000 SH Sole 670,000 SMITH INTL INC COM 832110100 166,831 2,845,000 SH Sole 2,845,000 TIMKEN CO COM 887389104 25,277 700,000 SH Sole 700,000 TRINITY INDS INC COM 896522109 32,655 750,000 SH Sole 750,000