Alex Roepers - Atlantic Investment Management
As of Q1 2026, this manager reported 12 long-equity positions worth $171.66M in aggregate.
As of Q1 2026, Alex Roepers's Atlantic Investment Management held 12 long-equity positions with a reported value of $171.66M.
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Updated 2026-06-06 from SEC 13F data.
Live quotes available for 12 of 15 rows. Rows without a quote are marked unavailable.
| 1 | KEX | KIRBY CORP | 19.89% | Add +15.3% | 257,000 | $34.15M | $132.88 | |
| 2 | DCH | DAUCH CORP | 13.27% | Add +103.9% | 3,840,000 | $22.77M | $5.93 | |
| 3 | APTV | APTIV PLC | 13.06% | Add +17.0% | 322,971 | $22.43M | $69.44 | |
| 4 | WFRD | WEATHERFORD INTL PLC | 11.69% | Reduce -7.7% | 212,223 | $20.07M | $94.58 | |
| 5 | OSK | OSHKOSH CORP | 11.69% | Reduce -11.8% | 136,300 | $20.06M | $147.21 | |
| 6 | NOMD | NOMAD FOODS LTD | 7.46% | Add +147.4% | 1,332,772 | $12.81M | $9.61 | |
| 7 | DOLE | DOLE PLC | 5.63% | New | 675,948 | $9.66M | $14.29 | |
| 8 | PVH | PVH CORPORATION | 5.20% | New | 128,000 | $8.93M | $69.76 | |
| 9 | ABM | ABM INDS INC | 4.94% | Add +10.0% | 220,000 | $8.47M | $38.52 | |
| 10 | XRAY | DENTSPLY SIRONA INC | 4.12% | New | 610,000 | $7.08M | $11.60 | |
| 11 | MHK | MOHAWK INDS INC | 2.29% | New | 40,000 | $3.94M | $98.46 | |
| 12 | NESR | NATIONAL ENERGY SERVICES REU | 0.75% | New | 60,000 | $1.29M | $21.47 | |
| 15 | FLS | FLOWSERVE CORP | - | Sold | 0 | $0 | No quote | No quote |
| 14 | AXTA | AXALTA COATING SYS LTD | - | Sold | 0 | $0 | No quote | No quote |
| 13 | ASH | ASHLAND INC | - | Sold | 0 | $0 | No quote | No quote |