What Alex Roepers Bought in Q3 2024
Atlantic Investment Management · Quarterly 13F recap as filed with the SEC.
Period: 2024-09-30 · Filed · Historical
$204.8M
Total Value
7
Holdings
0
New Buys
2
Reduced
In Q3 2024, Alex Roepers reported 7 long equity positions worth $204.8M in their Atlantic Investment Management 13F filing and 4 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | GTLS | CHART INDS INC | 429070 | $53.3M | 26.01% | 513.0% |
| 2 | APTV | APTIV PLC | 608255 | $43.8M | 21.38% | +61.2% |
| 3 | TEX | TEREX CORP NEW | 625038 | $33.1M | 16.15% | +17.8% |
| 4 | WCC | WESCO INTL INC | 194000 | $32.6M | 15.91% | +15.8% |
| 5 | WFRD | WEATHERFORD INTL PLC | 281109 | $23.9M | 11.65% | +15.6% |
| 6 | PTEN | PATTERSON-UTI ENERGY INC | 1750000 | $13.4M | 6.54% | -17.8% |
| 7 | HUN | HUNTSMAN CORP | 200000 | $4.8M | 2.36% | — |