# Alex Roepers — Atlantic Investment Management

Source: SEC EDGAR 13F filings (CIK 0001063296).
Page URL: https://superinvestorclub.com/manager/49
Last updated: 2026-07-07T19:37:14.226Z

## Summary

As of the 2026-03-31 reporting period (filed 2026-05-15), Alex Roepers reported 12 long equity positions in their Atlantic Investment Management 13F filing, with a total reported value of $171.7M.

### About

Activist value investor

## Top 25 holdings

| Rank | Ticker | Company | Shares | Value | % of Portfolio | Change |
|------|--------|---------|--------|-------|----------------|--------|
| 1 | KEX | KIRBY CORP | 257000 | $34.2M | 19.89% | +15.2% |
| 2 | AXL | American Axle & Manufacturing | 3840000 | $22.8M | 13.27% | +103.9% |
| 3 | APTV | APTIV PLC | 322971 | $22.4M | 13.06% | +17.0% |
| 4 | WFRD | WEATHERFORD INTL PLC | 212223 | $20.1M | 11.69% | -7.7% |
| 5 | OSK | OSHKOSH CORP | 136300 | $20.1M | 11.69% | -11.8% |
| 6 | NOMD | NOMAD FOODS LTD | 1332772 | $12.8M | 7.46% | 147.4% |
| 7 | DOLE | DOLE PLC | 675948 | $9.7M | 5.63% | NEW |
| 8 | PVH | PVH CORPORATION | 128000 | $8.9M | 5.20% | NEW |
| 9 | ABM | ABM INDS INC | 220000 | $8.5M | 4.94% | +10.0% |
| 10 | XRAY | DENTSPLY SIRONA INC | 610000 | $7.1M | 4.12% | NEW |
| 11 | MHK | MOHAWK INDS INC | 40000 | $3.9M | 2.29% | NEW |
| 12 | NESR | NATIONAL ENERGY SERVICES REU | 60000 | $1.3M | 0.75% | NEW |

## New positions this quarter (5)

- DOLE (DOLE PLC): 675948 shares, $9.7M
- PVH (PVH CORPORATION): 128000 shares, $8.9M
- XRAY (DENTSPLY SIRONA INC): 610000 shares, $7.1M
- MHK (MOHAWK INDS INC): 40000 shares, $3.9M
- NESR (NATIONAL ENERGY SERVICES REU): 60000 shares, $1.3M

## Increased positions (4)

- KEX: 257000 shares (+15.2%), $34.2M
- AXL: 3840000 shares (+103.9%), $22.8M
- APTV: 322971 shares (+17.0%), $22.4M
- ABM: 220000 shares (+10.0%), $8.5M

## Reduced positions (3)

- WFRD: 212223 shares (-7.7%), $20.1M
- OSK: 136300 shares (-11.8%), $20.1M
- NOMD: 1332772 shares (147.4%), $12.8M

## Sold positions (3)

- AXTA: previously held 1024000 shares worth $33.1M
- FLS: previously held 314000 shares worth $21.8M
- ASH: previously held 212977 shares worth $12.5M

## Filing history (9)

- 2026-03-31 (filed 2026-05-15)
- 2025-12-31 (filed 2026-02-17)
- 2025-09-30 (filed 2025-11-14)
- 2025-06-30 (filed 2025-08-14)
- 2025-03-31 (filed 2025-05-15)
- 2024-12-31 (filed 2025-02-14)
- 2024-09-30 (filed 2024-11-14)
- 2024-06-30 (filed 2024-08-14)
- 2024-03-31 (filed 2024-05-15)

## Citation

When citing, use: "Alex Roepers, Atlantic Investment Management, SEC 13F filing for period 2026-03-31, via Superinvestor (https://superinvestorclub.com/manager/49)".