What Alex Roepers Bought in Q1 2026
Atlantic Investment Management · Quarterly 13F recap as filed with the SEC.
Period: 2026-03-31 · Filed · Historical
$171.7M
Total Value
12
Holdings
5
New Buys
3
Reduced
In Q1 2026, Alex Roepers reported 12 long equity positions worth $171.7M in their Atlantic Investment Management 13F filing, including 5 new positions (largest: DOLE PLC at $9.7M) and 4 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | KEX | KIRBY CORP | 257000 | $34.2M | 19.89% | +15.2% |
| 2 | DCH | DAUCH CORP | 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 |