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Alex Roepers

Atlantic Investment Management

Activist value investor

$171.7M

Portfolio Value

12

Holdings

Q1 '26

Period

2026-05-15

Filed

📉

Simulated 13F Return

⚠️ Approximation

Total Return

+9.31%

Q4 '24 → Q3 '25

Annualized

+12.65%/yr

S&P: +18.77%/yr

Alpha (vs S&P)

-4.41%

3 quarters tracked

1-Year Return

—

⚠️ Approximation only. 13F filings are delayed ~45 days. Options, shorts, and intra-quarter trades not captured.

📈 Recent Activity

Changes from previous quarter

KEXINCREASED
19.9% of portfolio
+15% shares+6.1pp
AXLINCREASED
13.3% of portfolio
+104% shares+6.5pp
APTVINCREASED
13.1% of portfolio
+17% shares+1.2pp
WFRDREDUCED
11.7% of portfolio
-8% shares+1.6pp
OSKREDUCED
11.7% of portfolio
-12% shares+0.8pp
NOMDREDUCED
7.5% of portfolio
+147% shares+3.7pp
DOLENEW
5.6% of portfolio
New position
PVHNEW
5.2% of portfolio
New position
ABMINCREASED
4.9% of portfolio
+10% shares+0.2pp
XRAYNEW
4.1% of portfolio
New position
MHKNEW
2.3% of portfolio
New position
NESRNEW
0.8% of portfolio
New position
AXTASOLD
was 18.6%
Sold out position
Filing price: $32.31
FLSSOLD
was 12.3%
Sold out position
Filing price: $69.38
ASHSOLD
was 7.0%
Sold out position
Filing price: $58.67

Sold Out (3)

SOLDASHASHLAND INCwas 7.03%@$58.67
SOLDAXTAAXALTA COATING SYS LTDwas 18.63%@$32.31
SOLDFLSFLOWSERVE CORPwas 12.26%@$69.38

📊 Sector Breakdown

Portfolio allocation by sector

Unknown 94.8%Consumer Discretionary 5.2%

💼 Holdings

🔍

12 of 12 positions · $171.7M

This quarter: 5 new positions, increased 4, reduced 3, sold 3. Net buyer.

KEXINCREASED
19.9%
19.9% of portfolio (was 13.8%, added)
Filed ~$133
—📄
AXLINCREASED
13.3%
13.3% of portfolio (was 6.8%, added)
Filed ~$6
—📄
APTVINCREASED
13.1%
13.1% of portfolio (was 11.8%, added)
Filed ~$69
—📄
WFRDREDUCED
11.7%
11.7% of portfolio (was 10.1%, trimmed)
Filed ~$95
—📄
OSKREDUCED
11.7%
11.7% of portfolio (was 10.9%, trimmed)
Filed ~$147
—📄
NOMDREDUCED
7.5%
7.5% of portfolio (was 3.8%, trimmed)
Filed ~$10
—📄
DOLENEW
5.6%
5.6% of portfolio (new position)
Filed ~$14
—📄
PVHNEW
5.2%
5.2% of portfolio (new position)
Filed ~$70
—📄
ABMINCREASED
4.9%
4.9% of portfolio (was 4.8%, added)
Filed ~$39
—📄
XRAYNEW
4.1%
4.1% of portfolio (new position)
Filed ~$12
—📄
MHKNEW
2.3%
2.3% of portfolio (new position)
Filed ~$98
—📄
NESRNEW
0.8%
0.8% of portfolio (new position)
Filed ~$21
—📄

🚫 Sold Out (3 positions)

SOLDASHASHLAND INCwas 7.03%@$58.67212977 shares · $12.5M
SOLDAXTAAXALTA COATING SYS LTDwas 18.63%@$32.311024000 shares · $33.1M
SOLDFLSFLOWSERVE CORPwas 12.26%@$69.38314000 shares · $21.8M