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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 2026-05-10 from SEC 13F data.

Live quotes available for 9 of 11 rows. Rows without a quote are marked unavailable.

1TKRTIMKEN CO19.04%Add +69.4%520,093$38.22M$73.4952w: $59.37 - $95.08; reported $73.49
2WFRDWEATHERFORD INTL PLC15.20%Reduce -15.5%337,701$30.5M$90.3352w: $31.69 - $98.97; reported $90.33
3WCCWESCO INTL INC14.04%Add +33.3%195,900$28.17M$143.8252w: $114.00 - $185.23; reported $143.82
4EMNEASTMAN CHEM CO12.59%Reduce -18.2%329,257$25.26M$76.7252w: $70.09 - $92.21; reported $76.72
5FLSFLOWSERVE CORP12.16%Reduce -10.9%613,882$24.41M$39.7752w: $23.89 - $41.02; reported $39.77
6ASHASHLAND INC11.40%New280,112$22.88M$81.6852w: $79.42 - $114.36; reported $81.68
7TEXTEREX CORP NEW10.91%Add +18.0%379,838$21.89M$57.6252w: $30.04 - $65.64; reported $57.62
8HUNHUNTSMAN CORP2.43%Reduce -66.7%200,000$4.88M$24.4052w: $23.50 - $33.46; reported $24.40
9GTGOODYEAR TIRE & RUBR CO2.23%New360,000$4.47M$12.4352w: $9.66 - $16.51; reported $12.43
11RLRALPH LAUREN CORP-Sold0$0No quoteNo quote
10CNHICNH INDL N V-Sold0$0No quoteNo quote