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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 8 of 27 rows. Rows without a quote are marked unavailable.

1OIOWENS ILL INC COM NEW21.07%Add +13.5%5,900,000$165.55MNo quoteNo quote
2XRXXEROX CORP COM17.12%Reduce -23.5%13,000,000$134.55M$10.35No quote
3ENRENERGIZER HLDGS INC COM16.68%Reduce -31.6%1,950,000$131.1M$67.23No quote
4FMCF M C CORP COM NEW13.93%Reduce -20.0%1,600,000$109.46M$68.41No quote
5ITTITT CORP NEW COM13.71%Add +557.1%2,300,000$107.71MNo quoteNo quote
6SOASOLUTIA INC COM NEW2.34%Reduce -32.4%1,150,000$18.42MNo quoteNo quote
7RTNRAYTHEON CO COM NEW2.27%New390,000$17.83MNo quoteNo quote
8TMOINC COM2.25%New370,000$17.72M$47.88No quote
9HARHARMAN INTL INDS INC COM1.93%New455,000$15.2MNo quoteNo quote
10CCKCROWN HOLDINGS INC COM1.82%Reduce -41.2%500,000$14.33M$28.66No quote
11MCKMCKESSON CORP COM1.73%New220,000$13.59M$61.78No quote
12DLMDEL MONTE FOODS CO COM1.47%New879,695$11.53MNo quoteNo quote
13ASHASHLAND INC NEW COM1.24%New200,000$9.75M$48.77No quote
14KMTKENNAMETAL INC COM1.18%New300,000$9.28M$30.93No quote
15FLIRFLIR SYS INC COM1.08%New330,000$8.48MNo quoteNo quote
16CSRINC COM0.16%Reduce -52.6%225,000$1.25MNo quoteNo quote
27TRWTRW AUTOMOTIVE HLDGS CORP COM-Sold0$0No quoteNo quote
26FISSV COM-Sold0$0No quoteNo quote
25SMGSCOTTS MIRACLE GRO CO CL A-Sold0$0No quoteNo quote
24RKTROCK-TENN CO CL A-Sold0$0No quoteNo quote
23DGXQUEST DIAGNOSTICS INC COM-Sold0$0No quoteNo quote
22NWLNEWELL RUBBERMAID INC COM-Sold0$0No quoteNo quote
21KTKT CORP ADR-Sold0$0No quoteNo quote
20JOYJOY GLOBAL INC COM-Sold0$0No quoteNo quote
19FIFISERV INC COM-Sold0$0No quoteNo quote
18FOEFERRO CORP COM-Sold0$0No quoteNo quote
17BUCYBUCYRUS INTL INC NEW COM-Sold0$0No quoteNo quote