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.
Get email alerts when Alex Roepers files a new 13F — sign in or create a free account.
This tab shows every position the manager opened, added to, reduced, or exited compared with the prior quarter, so you can see exactly what changed. The quarter shown is Q1 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| NOMD | NOMAD FOODS LTD | Add +147.4% | 7.46% | 1,332,772 | $12.81M | $9.61 | $9.43 - $13.08(5%)$12.16 -> $9.61 |
| DCH | DAUCH CORP | Add +103.9% | 13.27% | 3,840,000 | $22.77M | $5.93 | $5.07 - $9.25(21%)$6.49 -> $5.93 |
| APTV | APTIV PLC | Add +17.0% | 13.06% | 322,971 | $22.43M | $69.44 | $65.63 - $88.93(16%)$78.44 -> $69.44 |
| KEX | KIRBY CORP | Add +15.3% | 19.89% | 257,000 | $34.15M | $132.88 | $110.53 - $137.96(81%)$111.90 -> $132.88 |
| OSK | OSHKOSH CORP | Reduce -11.8% | 11.69% | 136,300 | $20.06M | $147.21 | $126.25 - $180.49(39%)$132.22 -> $147.21 |
| ABM | ABM INDS INC | Add +10.0% | 4.94% | 220,000 | $8.47M | $38.52 | $36.96 - $47.88(14%)$42.68 -> $38.52 |
| WFRD | WEATHERFORD INTL PLC | Reduce -7.7% | 11.69% | 212,223 | $20.07M | $94.58 | $77.63 - $110.57(51%)$80.89 -> $94.58 |
| DOLE | DOLE PLC | New | 5.63% | 675,948 | $9.66M | $14.29 | $13.82 - $16.57(17%)$14.63 -> $14.29 |
| PVH | PVH CORPORATION | New | 5.20% | 128,000 | $8.93M | $69.76 | $59.60 - $72.37(80%)$67.82 -> $69.76 |
| XRAY | DENTSPLY SIRONA INC | New | 4.12% | 610,000 | $7.08M | $11.60 | $10.86 - $14.76(19%)$11.27 -> $11.60 |
| MHK | MOHAWK INDS INC | New | 2.29% | 40,000 | $3.94M | $98.46 | $94.97 - $139.11(8%)$109.51 -> $98.46 |
| NESR | NATIONAL ENERGY SERVICES REU | New | 0.75% | 60,000 | $1.29M | $21.47 | $15.36 - $26.85(53%)$15.79 -> $21.47 |
| ASH | ASHLAND INC | Sold | — | 0 | $0 | — | - |
| AXTA | AXALTA COATING SYS LTD | Sold | — | 0 | $0 | — | - |
| FLS | FLOWSERVE CORP | Sold | — | 0 | $0 | — | - |