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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 11 of 11 rows. Rows without a quote are marked unavailable.

1EMNEASTMAN CHEM CO16.16%Add +0.6%367,257$36.81M$100.2252w: $68.89 - $100.61; reported $100.22
2WCCWESCO INTL INC15.07%Add +9.4%200,400$34.32M$171.2852w: $121.91 - $195.43; reported $171.28
3WFRDWEATHERFORD INTL PLC14.88%Reduce -1.0%293,701$33.9M$115.4252w: $55.81 - $120.50; reported $115.42
4TEXTEREX CORP NEW13.40%Add +0.8%473,838$30.52M$64.4052w: $41.89 - $65.64; reported $64.40
5FLSFLOWSERVE CORP8.94%Reduce -26.0%445,882$20.37M$45.6852w: $31.92 - $46.06; reported $45.68
6PTENPATTERSON-UTI ENERGY INC8.60%Add +108.9%1,640,000$19.58M$11.9452w: $9.70 - $16.18; reported $11.94
7GTGOODYEAR TIRE & RUBR CO8.48%Add +30.8%1,407,000$19.32M$13.7352w: $10.12 - $16.51; reported $13.73
8TKRTIMKEN CO5.95%Reduce -58.5%155,049$13.56M$87.4352w: $65.71 - $95.08; reported $87.43
9ASHASHLAND INC3.85%Reduce -48.1%90,012$8.76M$97.3752w: $70.82 - $105.15; reported $97.37
10CPRICAPRI HOLDINGS LIMITED2.39%New120,000$5.44M$45.3052w: $34.17 - $54.52; reported $45.30
11HUNHUNTSMAN CORP2.29%-200,000$5.21M$26.0352w: $22.14 - $29.90; reported $26.03