What Alex Roepers Bought in Q3 2025
Atlantic Investment Management · Quarterly 13F recap as filed with the SEC.
Period: 2025-09-30 · Filed · Historical
$174.1M
Total Value
11
Holdings
5
New Buys
6
Reduced
In Q3 2025, Alex Roepers reported 11 long equity positions worth $174.1M in their Atlantic Investment Management 13F filing, including 5 new positions (largest: AXALTA COATING SYS LTD at $21.9M).
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | GTLS | CHART INDS INC | 147499 | $29.5M | 16.95% | -46.3% |
| 2 | APTV | APTIV PLC | 305471 | $26.3M | 15.12% | -13.0% |
| 3 | WFRD | WEATHERFORD INTL PLC | 360566 | $24.7M | 14.17% | -44.3% |
| 4 | AXTA | AXALTA COATING SYS LTD | 764000 | $21.9M | 12.56% | NEW |
| 5 | OSK | OSHKOSH CORP | 149100 | $19.3M | 11.11% | -28.7% |
| 6 | ASH | ASHLAND INC | 283820 | $13.6M | 7.81% | -4.2% |
| 7 | GPK | GRAPHIC PACKAGING HLDG CO | 645584 | $12.6M | 7.26% | NEW |
| 8 | NOMD | NOMAD FOODS LTD | 722000 | $9.5M | 5.45% | NEW |
| 9 | PVH | PVH CORPORATION | 100000 | $8.4M | 4.81% | -23.1% |
| 10 | DOLE | DOLE PLC | 330000 | $4.4M | 2.55% | NEW |
| 11 | BBWI | BATH & BODY WORKS INC | 150000 | $3.9M | 2.22% | NEW |