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Focused investors/Alex Roepers

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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Updated 2026-06-06 from SEC 13F data.

Live quotes available for 9 of 26 rows. Rows without a quote are marked unavailable.

1OIOWENS ILL INC COM NEW20.65%Add +13.8%4,550,000$161.71MNo quoteNo quote
2ENRENERGIZER HLDGS INC COM19.23%Add +32.6%2,400,000$150.62M$62.76No quote
3XRXXEROX CORP COM17.43%New14,000,002$136.5M$9.75No quote
4FMCF M C CORP COM NEW15.46%-2,000,000$121.08M$60.54No quote
5DLMDEL MONTE FOODS CO COM11.19%Reduce -9.1%6,000,000$87.6MNo quoteNo quote
6ITTITT CORP NEW COM2.57%New375,000$20.1MNo quoteNo quote
7NWLNEWELL RUBBERMAID INC COM2.56%New1,320,000$20.06M$15.20No quote
8CCKCROWN HOLDINGS INC COM2.41%Add +55.6%700,000$18.87M$26.96No quote
9SMGSCOTTS MIRACLE GRO CO CL A2.37%Add +33.3%400,000$18.54M$46.35No quote
10DRCDRESSER-RAND GROUP INC COM1.60%Add +100.0%400,000$12.57MNo quoteNo quote
11RKTROCK-TENN CO CL A1.28%New220,000$10.03M$45.57No quote
12BGCGENERAL CABLE CORP DEL NEW COM1.03%New300,000$8.1M$27.00No quote
13GMEGAMESTOP CORP NEW CL A0.98%New350,000$7.67MNo quoteNo quote
14HRBBLOCK H & R INC COM0.68%New300,000$5.34M$17.80No quote
15CSRCHINA SEC & SURVE TECH INC COM0.39%Add +166.7%400,000$3.08MNo quoteNo quote
16HOGSZHONGPIN INC COM0.10%New60,000$762KNo quoteNo quote
17HRBNHARBIN ELECTRIC INC COM0.07%New25,400$548KNo quoteNo quote
26WSHWILLIS GROUP HOLDINGS LTD SHS-Sold0$0No quoteNo quote
25SJMSMUCKER J M CO COM NEW-Sold0$0No quoteNo quote
24RTNRAYTHEON CO COM NEW-Sold0$0No quoteNo quote
23MANTMANTECH INTL CORP CL A-Sold0$0No quoteNo quote
22DFDEAN FOODS CO NEW COM-Sold0$0No quoteNo quote
21CACICACI INTL INC CL A-Sold0$0No quoteNo quote
20ASHASHLAND INC NEW COM-Sold0$0No quoteNo quote
19ATKALLIANT TECHSYSTEMS INC COM-Sold0$0No quoteNo quote
18ACSAFFILIATED COMPUTER SERVICES CL A-Sold0$0No quoteNo quote