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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 11 rows. Rows without a quote are marked unavailable.

1WRKWESTROCK CO14.55%Reduce -12.2%957,808$45.05MNo quoteNo quote
2HUNHUNTSMAN CORP13.46%Reduce -35.7%1,111,621$41.7M$37.5152w: $24.10 - $41.65; reported $37.51
3EMNEASTMAN CHEM CO11.36%Reduce -24.8%313,917$35.18M$112.0652w: $98.24 - $130.47; reported $112.06
4UNVRUNIVAR SOLUTIONS INC11.17%Reduce -42.2%1,076,245$34.59MNo quoteNo quote
5TKRTIMKEN CO10.06%Add +32.1%513,218$31.15M$60.7052w: $59.20 - $92.39; reported $60.70
6AVTAVNET INC9.94%Reduce -16.6%758,523$30.79M$40.5952w: $35.71 - $45.43; reported $40.59
7GTGOODYEAR TIRE & RUBR CO8.76%Add +12.7%1,897,391$27.11M$14.2952w: $11.64 - $24.89; reported $14.29
8LEALEAR CORP8.37%Add +4.8%181,766$25.92M$142.5952w: $127.91 - $204.91; reported $142.59
9RLRALPH LAUREN CORP8.23%New224,731$25.49MNo quoteNo quote
10OIO-I GLASS INC2.79%-655,000$8.63MNo quoteNo quote
11NOMDNOMAD FOODS LTD1.31%Reduce -25.6%180,000$4.06M$22.5852w: $19.75 - $31.85; reported $22.58