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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.

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

Live quotes available for 6 of 22 rows. Rows without a quote are marked unavailable.

1OIOWENS ILL UNC18.00%Reduce -15.0%8,365,905$145.65MNo quoteNo quote
2HARHARMAN INTL INDS INC15.45%Reduce -30.1%1,125,026$125.06MNo quoteNo quote
3COMMCOMMSCOPE HLDC CO INC14.33%Add +878.2%3,117,127$115.96MNo quoteNo quote
4DBDDIEBOLD NXDF INC12.93%Add +1051.8%4,161,677$104.67MNo quoteNo quote
5GTGOODYEAR TIRE AND RUBBER CO11.38%Reduce -21.4%2,984,730$92.14M$30.87No quote
6EMNEASTMAN CHEM CO11.26%Reduce -38.0%1,211,395$91.11M$75.21No quote
7TGITRIUMPH GROUP INC NEW7.92%Reduce -21.9%2,419,525$64.12MNo quoteNo quote
8ARRSARRIS INTL INC1.15%New310,157$9.35MNo quoteNo quote
9MGAMAGNA INTL INC1.08%Add +26.7%201,457$8.74M$43.40No quote
10ABGASBURY AUTOMOTIVE GROUP INC1.05%Add +8.7%137,881$8.51M$61.70No quote
11SCSSTEELCASE INC1.01%New454,614$8.14MNo quoteNo quote
12ODPOFFICE DEPOT INC0.94%Reduce -0.6%1,680,297$7.6MNo quoteNo quote
13SPLSSTAPLES INC0.83%New745,236$6.74MNo quoteNo quote
14PAYVERIFONE SYS INC0.76%Reduce -15.3%347,836$6.17MNo quoteNo quote
15CTBCOOPER TIRE & RUBR CO0.48%New100,000$3.89MNo quoteNo quote
16OSKOSHKOSH CORP0.48%New60,000$3.88M$64.62No quote
17CSCCOMPUTER SCIENCES CORP0.48%New65,000$3.86MNo quoteNo quote
18BWBABCOCK & WILCOX ENTERPRIS I0.47%New230,000$3.82M$16.59No quote
22SPRSPIRIT AEROSYSTEMS HLDGS INC-Sold0$0No quoteNo quote
21RHIROBERT HALF INTL INC-Sold0$0No quoteNo quote
20IMINGRAM MICRO INC-Sold0$0No quoteNo quote
19ALKALASKA AIR GROUP INC-Sold0$0No quoteNo quote