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Focused investors/Alex Roepers

Alex Roepers - Atlantic Investment Management

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

As of Q1 2026, Alex Roepers's Atlantic Investment Management held 12 long-equity positions with a reported value of $171.66M.

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Updated 2026-05-11 from SEC 13F data.

Live quotes available for 6 of 13 rows. Rows without a quote are marked unavailable.

1EMNEASTMAN CHEM CO16.51%Add +13.9%362,857$30.6M$84.3452w: $69.91 - $113.64; reported $84.34
2FLSFLOWSERVE CORP14.32%Reduce -9.8%780,882$26.55M$34.0052w: $23.89 - $37.59; reported $34.00
3HUNHUNTSMAN CORP13.40%Add +202.7%908,000$24.84M$27.3652w: $23.54 - $38.22; reported $27.36
4TKRTIMKEN CO13.36%Reduce -0.7%303,069$24.77M$81.7252w: $50.85 - $89.40; reported $81.72
5RLRALPH LAUREN CORP11.83%Reduce -24.5%187,882$21.92MNo quoteNo quote
6HALHALLIBURTON CO11.35%New665,000$21.04M$31.6452w: $23.30 - $43.99; reported $31.64
7WCCWESCO INTL INC9.17%New110,000$17M$154.5452w: $99.00 - $175.00; reported $154.54
8HIHILLENBRAND INC8.90%New346,949$16.49MNo quoteNo quote
9CNHICNH INDL N V1.15%New140,000$2.14MNo quoteNo quote
13WRKWESTROCK CO-Sold0$0No quoteNo quote
12UNVRUNIVAR SOLUTIONS INC-Sold0$0No quoteNo quote
11OIO-I GLASS INC-Sold0$0No quoteNo quote
10AVTAVNET INC-Sold0$0No quoteNo quote