Alex Roepers - Atlantic Investment Management
As of Q2 2026, Alex Roepers reported 12 long-equity positions worth $191.97M in aggregate.
Copy-investor backtest
- Latest quarter
- +4.22%
- 1-year
- +3.07%
- 3-year
- +16.05%
- 5-year
- +28.71%
- 3-year vs S&P 500
- -57.18%
- 5-year vs S&P 500
- -44.97%
- 5-year top 5
- +34.01%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.
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Sells
These are the positions the manager reduced or sold out of this quarter, showing where they pulled money back. The quarter shown is Q2 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| DCH | DAUCH CORP | Reduce -63.4% | 3.97% | 1,404,420 | $7.61M | $5.42 | $4.92 - $7.34(21%)$5.96 -> $5.42 |
| WFRD | WEATHERFORD INTL PLC | Reduce -72.2% | 2.51% | 59,023 | $4.81M | $81.50 | $79.75 - $113.15(5%)$94.18 -> $81.50 |
| KEX | KIRBY CORP | Reduce -27.4% | 13.22% | 186,700 | $25.39M | $135.97 | $131.80 - $157.69(16%)$134.82 -> $135.97 |
| OSK | OSHKOSH CORP | Reduce -38.6% | 6.69% | 83,700 | $12.85M | $153.48 | $116.77 - $159.84(85%)$149.05 -> $153.48 |
| DOLE | DOLE PLC | Sold | — | 0 | $0 | — | - |
| MHK | MOHAWK INDS INC | Sold | — | 0 | $0 | — | - |