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.
These are the positions the manager opened or added to this quarter, showing where they put more money to work. 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 |
| ABM | ABM INDS INC | Add +10.0% | 4.94% | 220,000 | $8.47M | $38.52 | $36.96 - $47.88(14%)$42.68 -> $38.52 |
| 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 |