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Focused investors/Alex Roepers

Alex Roepers - Atlantic Investment Management

As of Q1 2026, Alex Roepers reported 12 long-equity positions worth $171.66M in aggregate.

Copy-investor backtest

Latest quarter
-15.03%
1-year
+9.50%
3-year
+25.31%
3-year top 5
+36.26%

Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. Method & limitations.

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

Live quotes available for 7 of 12 rows. Rows without a quote are marked unavailable.

1HUNHUNTSMAN CORP16.84%Reduce -7.7%1,728,173$60.28M$34.8852w: $24.10 - $35.55; reported $34.88
2UNVRUNIVAR SOLUTIONS INC14.75%Reduce -9.2%1,863,151$52.82MNo quoteNo quote
3EMNEASTMAN CHEM CO14.10%Add +317.4%417,378$50.47M$120.9152w: $96.27 - $130.47; reported $120.91
4WRKWESTROCK CO13.52%Add +16.0%1,091,072$48.4MNo quoteNo quote
5AVTAVNET INC10.48%Add +10.8%909,935$37.52M$41.2352w: $34.82 - $45.43; reported $41.23
6GTGOODYEAR TIRE & RUBR CO10.02%Reduce -5.2%1,683,045$35.88M$21.3252w: $10.02 - $24.89; reported $21.32
7LEALEAR CORP8.86%Reduce -12.0%173,397$31.72M$182.9552w: $144.78 - $204.91; reported $182.95
8TKRTIMKEN CO7.52%New388,499$26.92M$69.2952w: $62.96 - $92.39; reported $69.29
9OIO-I GLASS INC2.20%-655,000$7.88MNo quoteNo quote
10NOMDNOMAD FOODS LTD1.72%Add +120.0%242,000$6.14M$25.3952w: $23.18 - $31.85; reported $25.39
12BLDRBUILDERS FIRSTSOURCE INC-Sold0$0No quoteNo quote
11BERYBERRY GLOBAL GROUP INC-Sold0$0No quoteNo quote