13F-HR 1 form13fmar07.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: March 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 May 15, 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: $ 1,701,290 (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 ------------------------------------------------------------------------------------------------------------------------------------ CRANE CO COM 224399105 26,273 650,000 SH Sole 650,000 DEL MONTE FOODS CO COM 24522P103 154,980 13,500,000 SH Sole 13,500,000 DONNELLEY RR & SONS CO COM 257867101 402,618 11,003,500 SH Sole 11,003,500 EATON CORP COM 278058102 242,324 2,900,000 SH Sole 2,900,000 FMC TECHNOLOGIES INC COM 30249U101 17,810 255,300 SH Sole 255,300 GARDNER DENVER INC COM 365558105 13,940 400,000 SH Sole 400,000 GOODRICH CORP COM 382388106 213,096 4,139,400 SH Sole 4,139,400 JOY GLOBAL INC COM 481165108 253,110 5,900,000 SH Sole 5,900,000 KENNAMETAL INC COM 489170100 38,294 566,400 SH Sole 566,400 LADISH INC COM 505754200 15,056 400,000 SH Sole 400,000 OIL STS INTL INC COM 678026105 14,441 450,000 SH Sole 450,000 OSHKOSH TRUCK CORP COM 688239201 39,750 750,000 SH Sole 750,000 OWENS ILL INC COM 690768403 25,770 1,000,000 SH Sole 1,000,000 SMITH INTL INC COM 832110100 141,507 2,945,000 SH Sole 2,945,000 TEREX CORP COM 880779103 28,704 400,000 SH Sole 400,000 TIMKEN CO COM 887389104 21,217 700,000 SH Sole 700,000 TRINITY INDUSTRIES, INC COM 896522109 52,400 1,250,000 SH Sole 1,250,000