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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 10 of 26 rows. Rows without a quote are marked unavailable.

1ENRENERGIZER HLDGS INC COM16.81%Add +18.8%2,850,000$143.3M$50.28No quote
2OIOWENS ILL INC COM NEW16.14%Add +14.3%5,200,000$137.54MNo quoteNo quote
3XRXXEROX CORP COM16.04%Add +21.4%17,000,000$136.68M$8.04No quote
4FMCF M C CORP COM NEW13.48%-2,000,000$114.86M$57.43No quote
5BUCYBUCYRUS INTL INC NEW COM11.69%New2,100,000$99.65MNo quoteNo quote
6FISSV COM9.44%New3,000,000$80.46M$26.82No quote
7SOASOLUTIA INC COM NEW2.61%New1,700,000$22.27MNo quoteNo quote
8CCKCROWN HOLDINGS INC COM2.50%Add +21.4%850,000$21.28M$25.04No quote
9ITTITT CORP NEW COM1.84%Reduce -6.7%350,000$15.72MNo quoteNo quote
10DGXQUEST DIAGNOSTICS INC COM1.61%New275,000$13.69M$49.77No quote
11JOYJOY GLOBAL INC COM1.47%New250,000$12.52MNo quoteNo quote
12TRWTRW AUTOMOTIVE HLDGS CORP COM1.46%New450,200$12.41MNo quoteNo quote
13NWLNEWELL RUBBERMAID INC COM1.33%Reduce -41.3%775,000$11.35M$14.64No quote
14SMGSCOTTS MIRACLE GRO CO CL A1.30%Reduce -37.5%250,000$11.1M$44.41No quote
15FIFISERV INC COM1.02%New190,000$8.68MNo quoteNo quote
16FOEFERRO CORP COM0.61%New700,000$5.16MNo quoteNo quote
17RKTROCK-TENN CO CL A0.35%Reduce -72.7%60,000$2.98M$49.67No quote
18CSRCHINA SEC & SURVE TECH INC COM0.26%Add +18.8%475,000$2.2MNo quoteNo quote
19KTKT CORP ADR0.06%New27,000$518K$19.19No quote
26HOGSZHONGPIN INC COM-Sold0$0No quoteNo quote
25HRBNHARBIN ELECTRIC INC COM-Sold0$0No quoteNo quote
24BGCGENERAL CABLE CORP DEL NEW COM-Sold0$0No quoteNo quote
23GMEGAMESTOP CORP NEW CL A-Sold0$0No quoteNo quote
22DRCDRESSER-RAND GROUP INC COM-Sold0$0No quoteNo quote
21DLMDEL MONTE FOODS CO COM-Sold0$0No quoteNo quote
20HRBBLOCK H & R INC COM-Sold0$0No quoteNo quote