13F-HR 1 atlinv13fdec11.txt 13FDEC11 FORM 13F UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: December 31, 2011 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 February 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: 13 -- Form 13F Information Table Value Total: $ 1,052,589 (thousands) ----------------------- List of Other Included Managers: None ---- FORM 13F INFORMATION TABLE Atlantic Investment Management, Inc. FORM 13F December 31, 2011
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 ASHLAND INC NEW COM 044209104 $144,901 2,535,000 SH Sole 2,535,000 CRANE CO COM 224399105 $17,226 368,786 SH Sole 368,786 CROWN HOLDINGS INC COM 228368106 $25,118 747,997 SH Sole 747,997 ENERGIZER HLDGS INC COM 29266R108 $174,191 2,248,206 SH Sole 2,248,206 FLOWSERVE CORP COM 34354P105 $160,270 1,613,677 SH Sole 1,613,677 HARMAN INTL INDS INC COM 413086109 $22,444 590,000 SH Sole 590,000 JOY GLOBAL INC COM 481165108 $167,183 2,230,000 SH Sole 2,230,000 KENNAMETAL INC COM 489170100 $120,516 3,300,000 SH Sole 3,300,000 OWENS ILL INC COM NEW 690768403 $159,691 8,240,000 SH Sole 8,240,000 RAYTHEON CO COM NEW 755111507 $14,514 300,000 SH Sole 300,000 ROCKWOOD HLDNGS INC COM 774415103 $23,622 600,000 SH Sole 600,000 SOLUTIA INC COM NEW 834376501 $13,133 760,000 SH Sole 760,000 TRW AUTOMOTIVE HLDGS CORP COM 87264S106 $9,780 300,000 SH Sole 300,000
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