Alex Roepers
Atlantic Investment Management
Alex Roepers Kirby Corp stake
total: 128
Atlantic Investment Management KEX trades
- Total transactions:
- 4
- New positions:
- 2
- Sold out:
- 1
- Added:
- 1
- Held since:
- 2025 Q4
- Held for:
- 2 quarters
- Latest activity:
- 2026 Q1
According to 2026 Q1 report, Alex Roepers holds 257,000 Kirby Corp (KEX) shares with a market value of roughly $34.15M accounting for 19.89% of the overall portfolio. To date, the estimated cost basis is nearly $113.18 for "buy" trades. Atlantic Investment Management first purchased KEX in 2015 Q4, initially acquiring 105,301 shares. Alex Roepers later completely sold out the position and invested in Kirby Corp again in 2025 Q4. Since the initial investment in Kirby Corp (KEX), Atlantic Investment Management has made 3 more transactions.
When did Alex Roepers buy Kirby Corp (KEX)?
Alex Roepers first invested in Kirby Corp (KEX) in 2015 Q4 at the reported quarter-end price of $52.62 per share.
What's the cost basis of Atlantic Investment Management's KEX stake?
The estimated cost basis for Kirby Corp (KEX) stake is around $113.18 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $113.18
Alex Roepers's historical trades in Kirby Corp
4 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q1
|
19.89%
|
257,000
|
$132.88
|
$34,150,160
|
+15.25% (+34,000)
|
+2.63%
|
|
2025 Q4
|
13.83%
|
223,000
|
$110.18
|
$24,570,140
|
new
|
+13.83%
|
|
2016 Q1
|
0.00%
|
$52.62
|
-100% (-105,301)
|
|||
|
2015 Q4
|
0.57%
|
$52.62
|
new
|
|||
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.