13F-HR 1 form13fsept05.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: September 30, 2005 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 November 7, 2005 --------------------------- ------------------------ ------------------ [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: $ 1,879,644 (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 ------------------------------------------------------------------------------------------------------------------------------------ EATON CORP COM 278058102 360,627 6,130,000 SH Sole 6,130,000 BLACK & DECKER CORP COM 091797100 352,879 4,296,600 SH Sole 4,296,600 DONNELLEY RR & SONS CO COM 257867101 339,694 9,700,000 SH Sole 9,700,000 SPX CORP COM 784635104 209,438 4,868,400 SH Sole 4,868,400 SONOCO PRODS CO COM 835495102 168,951 5,970,000 SH Sole 5,970,000 DEL MONTE FOODS CO COM 24522P103 148,331 14,020,000 SH Sole 14,020,000 OWENS ILL INC COM NEW 690768403 68,544 3,600,000 SH Sole 3,600,000 NEW YORK TIMES CO CL A 650111107 63,846 2,343,850 SH Sole 2,343,850 KENNEMETAL INC COM 489170100 51,110 1,000,000 SH Sole 1,000,000 PARKER HANNIFIN CORP COM 701094104 40,115 640,000 SH Sole 640,000 LINCOLN ELEC HLDGS INC COM 533900106 30,508 771,000 SH Sole 771,000 TRIBUNE CO NEW COM 896047107 28,359 900,000 SH Sole 900,000 NEWELL RUBBERMAID INC COM 651229106 17,242 750,000 SH Sole 750,000