Skip to main content
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.

Get email alerts when Alex Roepers files a new 13F — sign in or create a free account.

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

Live quotes available for 8 of 24 rows. Rows without a quote are marked unavailable.

1OIOWENS ILL INC24.16%Reduce -14.8%10,358,635$186.56MNo quoteNo quote
2HARHARMAN INTL INDS INC19.67%Add +201.4%2,114,706$151.88MNo quoteNo quote
3GTGOODYEAR TIRE AND RUBR CO14.47%Add +10.2%4,354,707$111.74M$25.66No quote
4TGITRIUMPH GROUP INC NEW13.26%Reduce -26.2%2,885,383$102.43MNo quoteNo quote
5EMNEASTMAN CHEM CO12.59%Reduce -5.1%1,432,161$97.24M$67.90No quote
6IMINGRAM MICRO INC5.85%Reduce -65.0%1,299,148$45.18MNo quoteNo quote
7SPRSPIRIT AEROSYSTEMS HLDGS INC1.32%New236,956$10.19MNo quoteNo quote
8RHIROBERT HALF INTL INC1.24%New250,913$9.58M$38.16No quote
9ALKALASKA AIR GROUP INC1.12%New148,855$8.68M$58.29No quote
10CTBCOOPER TIRE & RUBR CO1.10%New283,742$8.46MNo quoteNo quote
11TIFTIFFANY & CO NEW0.98%New125,111$7.59MNo quoteNo quote
12ABGASBURY AUTOMOTIVE GROUP INC0.83%New122,164$6.44M$52.74No quote
13PAYVERIFONE SYS INC0.79%New330,000$6.12MNo quoteNo quote
14HPEHEWLETT PACKARD ENTERPRISE C0.73%Reduce -45.3%307,746$5.62M$18.27No quote
15ITTITT INC0.64%New153,591$4.91MNo quoteNo quote
16COMMCOMMSCOPE HLDG CO INC0.50%New125,000$3.88MNo quoteNo quote
17IPGPIPG PHOTONICS CORP0.38%New37,000$2.96M$80.00No quote
18GPIGROUP 1 AUTOMOTIVE INC0.36%New56,880$2.81M$49.37No quote
24MGAMAGNA INTL INC-Sold0$0No quoteNo quote
23LEALEAR CORP-Sold0$0No quoteNo quote
22KLXIKLX INC.-Sold0$0No quoteNo quote
21FMCFMC CORP-Sold0$0No quoteNo quote
20ASHASHLAND INC NEW-Sold0$0No quoteNo quote
19AXLAMERICAN AXLE AND MFG HLDGS INC-Sold0$0No quoteNo quote