Alex Roepers Holdings Activity

Atlantic Investment Management Portfolio 13F

Atlantic Investment Management has disclosed a total of 15 changes to the portfolio in the latest (2026 Q1) SEC report(s): increased the number of shares of 5, bought 5 totally new, decreased the number of shares of 2 and completely sold out 3 position(s).

What stocks is Alex Roepers buying now?

In the recent quarter Alex Roepers has bought 10 securities out of which top 5 purchases (by % change to portfolio) are (AXL) AMERICAN AXLE & MFG HOLDINGS (added shares +103.93%), (DOLE) DOLE PLC (new buy), (PVH) PVH CORP (new buy), (NOMD) NOMAD FOODS LTD (added shares +147.37%) and (XRAY) DENTSPLY SIRONA INC (new buy).

What does Alex Roepers invest in?

Alex Roepers's top 5 holdings (by % of portfolio) are (KEX) KIRBY CORP (19.89%), (AXL) AMERICAN AXLE & MFG HOLDINGS (13.27%), (APTV) APTIV PLC (13.06%), (WFRD) WEATHERFORD INTERNATIONAL PL (11.69%) and (OSK) OSHKOSH CORP (11.69%).

In the latest report(s) the following changes have been made to the top investments: (KEX) KIRBY CORP (added shares +15.25%), (AXL) AMERICAN AXLE & MFG HOLDINGS (added shares +103.93%), (APTV) APTIV PLC (added shares +17.03%), (WFRD) WEATHERFORD INTERNATIONAL PL (reduced shares -7.72%) and (OSK) OSHKOSH CORP (reduced shares -11.84%).

2026 Q1 (15 results)
DOLE
buy
+675,948
+5.63%
$14.29
3.64% $13.77
5.63%
PVH
buy
+128,000
+5.20%
$69.76
40.48% $98.00
5.20%
MHK
buy
+40,000
+2.29%
$98.46
6.52% $104.88
2.29%
XRAY
buy
+610,000
+4.12%
$11.60
-
4.12%
NESR
buy
+60,000
+0.75%
$21.47
16.44% $25.00
0.75%
NOMD
+147.37%
+794,000
+4.45%
$9.61
1.66% $9.77
7.46%
AXL
+103.93%
+1,957,000
+6.76%
$5.93
-
13.27%
APTV
+17.03%
+47,000
+1.90%
$69.44
-
13.06%
KEX
+15.25%
+34,000
+2.63%
$132.88
8.97% $144.80
19.89%
ABM
+10.00%
+20,000
+0.45%
$38.52
1.74% $39.19
4.94%
WFRD
-7.72%
-17,765
-0.98%
$94.58
10.05% $104.09
11.69%
OSK
-11.84%
-18,300
-1.57%
$147.21
8.94% $134.05
11.69%
FLS
-100.00%
-314,000
-12.69%
$69.38
8.71% $75.42
0.00%
ASH
-100.00%
-212,977
-7.28%
$58.67
2.85% $57.00
0.00%
AXTA
-100.00%
-1,024,000
-19.27%
$32.31
3.50% $31.18
0.00%
2025 Q4 (15 results)
ABM
buy
+200,000
+4.76%
$42.30
7.35% $39.19
4.76%
AXL
buy
+1,883,000
+6.80%
$6.41
-
6.80%
FLS
buy
+314,000
+12.26%
$69.38
8.71% $75.42
0.00%
KEX
buy
+223,000
+13.83%
$110.18
31.42% $144.80
13.83%
AXTA
+34.03%
+260,000
+4.73%
$32.31
3.50% $31.18
0.00%
OSK
+3.69%
+5,500
+0.39%
$125.63
6.70% $134.05
10.93%
APTV
-9.66%
-29,500
-1.26%
$76.09
-
11.82%
ASH
-24.96%
-70,843
-2.34%
$58.67
2.85% $57.00
0.00%
NOMD
-25.38%
-183,228
-1.29%
$12.51
21.90% $9.77
3.79%
WFRD
-36.21%
-130,578
-5.75%
$78.26
33.01% $104.09
10.13%
BBWI
-100.00%
-150,000
-2.18%
$25.76
30.05% $18.02
0.00%
PVH
-100.00%
-100,000
-4.72%
$83.77
16.99% $98.00
0.00%
DOLE
-100.00%
-330,000
-2.50%
$13.44
2.46% $13.77
0.00%
GPK
-100.00%
-645,584
-7.11%
$19.57
44.76% $10.81
0.00%
GTLS
-100.00%
-147,499
-16.62%
$200.15
3.50% $207.15
0.00%
2025 Q3 (16 results)
AXTA
buy
+764,000
+12.56%
$28.62
8.94% $31.18
12.56%
GPK
buy
+645,584
+7.26%
$19.57
44.76% $10.81
0.00%
BBWI
buy
+150,000
+2.22%
$25.76
30.05% $18.02
0.00%
NOMD
buy
+722,000
+5.45%
$13.15
25.70% $9.77
5.45%
DOLE
buy
+330,000
+2.55%
$13.44
2.46% $13.77
0.00%
ASH
-4.22%
-12,500
-0.34%
$47.91
18.97% $57.00
7.81%
APTV
-12.96%
-45,500
-2.25%
$86.22
-
15.12%
PVH
-23.08%
-30,000
-1.44%
$83.77
16.99% $98.00
0.00%
OSK
-28.69%
-60,000
-4.47%
$129.70
3.35% $134.05
11.11%
WFRD
-44.29%
-286,708
-11.27%
$68.43
52.11% $104.09
14.17%
GTLS
-46.31%
-127,200
-14.62%
$200.15
3.50% $207.15
0.00%
EMN
-100.00%
-134,710
-5.78%
$74.66
0.23% $74.83
0.00%
BLDR
-100.00%
-119,000
-7.97%
$116.69
36.36% $74.26
0.00%
WCC
-100.00%
-32,500
-3.46%
$185.20
102.22% $374.52
0.00%
GT
-100.00%
-915,000
-5.45%
$10.37
44.07% $5.80
0.00%
TEX
-100.00%
-155,000
-4.16%
$46.69
34.23% $62.67
0.00%
46 of 847

Shares, change to shares, sold shares - 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.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.