Alex Roepers' Atlantic Investment Management bought 128K shares more of PVH Corp (PVH) in 2026 Q2, according to the 13F-HR filed with the SEC on August 14, 2026, a 100% increase in the share count. Alex Roepers now holds 256K shares worth about $19M, 9.92% of the portfolio against 5.2% a quarter earlier.
What did the 2026 Q2 filing report for PVH?
As of June 30, 2026, from the 13F-HR filed August 14, 2026.
| Before | After | |
|---|---|---|
| Shares | 128K | 256K |
| Shares added | +128K (100%) | |
| Reported value | $8.9M | $19M |
| Portfolio weight | 5.2% | 9.92% |
| Rank in portfolio | 5th of 12 |
How much did Alex Roepers add to PVH?
Alex Roepers added 128K shares of PVH during 2026 Q2, taking the stake from 128K to 256K. The reported value of the position rose by about $10.1M, from about $8.9M to about $19M.
Where does PVH sit in the Alex Roepers portfolio?
PVH ranks 5th of 12 stock positions in the Alex Roepers portfolio at 9.92%, about the fund's average stock position of 8%. The PVH addition was the 7th largest of the quarter's 14 position changes by percent change to portfolio. The largest stock position is ASH at 17.47%. Next come APTV at 14.51% and KEX at 13.22%. The three largest stocks together are 45.21% of the book. Across the 2026 Q2 portfolio, Alex Roepers reported 12 stock positions, with 2 opened and 2 closed. The total portfolio value is about $192M, up 12% from the prior quarter.
How long has Alex Roepers held PVH?
Alex Roepers first reported PVH in the quarter ended June 30, 2025. The fund sold out of the name in 2025 Q4 and came back in 2026 Q1. The current weight is the highest the fund has reported for the name. Every reported trade is on the Alex Roepers PVH trade history page.
Did other funds buy or sell PVH in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of August 14, 2026, 3 hold PVH. Of those, 1 added to the position this quarter and 1 trimmed it. The largest buyers of PVH this quarter were Richard Pzena and David Einhorn. The largest seller was Mason Hawkins. Every tracked holder of PVH is on the PVH ownership page.
FAQ
How many PVH shares did Alex Roepers buy in 2026 Q2?
Alex Roepers added 128K shares of PVH, a 100% increase, to 256K shares.
What is the PVH position of Alex Roepers worth now?
The PVH position of Alex Roepers is worth about $19M at June 30, 2026 prices, 9.92% of the portfolio.
Is PVH a top holding of Alex Roepers?
PVH ranks 5th of 12 stock positions in the Alex Roepers portfolio, at 9.92%.
Did other funds add to PVH in 2026 Q2?
Among the 3 other tracked funds that hold PVH, 1 added to it in 2026 Q2 and 1 trimmed it.