13F-HR 1 form13fjun05.txt FORM13F 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, 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 August 9, 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: $ 1,793,854 (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 $345,922 5,775,000 SH SOLE 5,775,000 Black & Decker Corp COM 091797100 339,057 3,773,600 SH SOLE 3,773,600 RR Donnelley & Sons Co COM 257867101 325,764 9,439,700 SH SOLE 9,439,700 SPX Corp COM 784635104 265,902 5,783,000 SH SOLE 5,783,000 Del Monte Foods Co COM 24522P103 164,467 15,270,900 SH SOLE 15,270,900 Sonoco Products Co COM 835495102 131,273 4,953,700 SH SOLE 4,953,700 Owens Illinois Inc COM 690768403 56,362 2,250,000 SH SOLE 2,250,000 New York Times Co CL A 650111107 55,135 1,770,000 SH SOLE 1,770,000 Newell Rubbermaid Inc COM 651229106 33,376 1,400,000 SH SOLE 1,400,000 Lincoln Electric Co. Holders Inc COM 533900106 24,835 749,200 SH SOLE 749,200 Nucor Corp COM 670346105 21,669 475,000 SH SOLE 475,000 Kennametal Inc COM 489170100 19,257 420,000 SH SOLE 420,000 Teleflex Inc COM 879369106 10,835 182,500 SH SOLE 182,500