What Alex Roepers Bought in Q2 2026
Atlantic Investment Management · Quarterly 13F recap as filed with the SEC.
Period: 2026-06-30 · Filed
$192.0M
Total Value
12
Holdings
2
New Buys
4
Reduced
In Q2 2026, Alex Roepers reported 12 long equity positions worth $192.0M in their Atlantic Investment Management 13F filing, including 2 new positions (largest: ASHLAND INC at $33.5M) and 6 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | ASH | ASHLAND INC | 509000 | $33.5M | 17.47% | NEW |
| 2 | APTV | APTIV PLC | 453842 | $27.9M | 14.51% | +40.5% |
| 3 | KEX | KIRBY CORP | 186700 | $25.4M | 13.22% | -27.4% |
| 4 | XRAY | DENTSPLY SIRONA INC | 2203000 | $23.4M | 12.18% | 261.1% |
| 5 | PVH | PVH CORPORATION | 256426 | $19.0M | 9.92% | +100.3% |
| 6 | NOMD | NOMAD FOODS LTD | 1333772 | $14.6M | 7.61% | +0.1% |
| 7 | ABM | ABM INDS INC | 308287 | $13.6M | 7.10% | +40.1% |
| 8 | OSK | OSHKOSH CORP | 83700 | $12.8M | 6.69% | +-38.6% |
| 9 | DCH | DAUCH CORP | 1404420 | $7.6M | 3.97% | -63.4% |
| 10 | VGNT | VERSIGENT PLC | 120656 | $5.1M | 2.64% | NEW |
| 11 | WFRD | WEATHERFORD INTL PLC | 59023 | $4.8M | 2.51% | +-72.2% |
| 12 | NESR | NATIONAL ENERGY SERVICES REU | 140000 | $4.2M | 2.18% | 133.3% |