Alex Roepers - Atlantic Investment Management
Atlantic Investment Management · SEC Form 13F portfolio
- Period
- 2026-06-30
- Portfolio value
- $191.97M
- Holdings
- 12
- Top 10
- 95.3%
Latest reported holdings
| Holding | % of Portfolio | Value | Shares | Change |
|---|---|---|---|---|
ASHLAND INC · COM | 17.47% | $33.54M | 509.00K | New |
APTIV PLC · COM SHS | 14.51% | $27.86M | 453.84K | +40.52% |
KIRBY CORP · COM | 13.22% | $25.39M | 186.70K | −27.35% |
DENTSPLY SIRONA INC · COM | 12.18% | $23.37M | 2.20M | +261.15% |
PVH CORPORATION · COM | 9.92% | $19.04M | 256.43K | +100.33% |
NOMAD FOODS LTD · USD ORD SHS | 7.61% | $14.60M | 1.33M | +0.08% |
ABM INDS INC · COM | 7.10% | $13.64M | 308.29K | +40.13% |
OSHKOSH CORP · COM | 6.69% | $12.85M | 83.70K | −38.59% |
DAUCH CORP · COM | 3.97% | $7.61M | 1.40M | −63.43% |
VERSIGENT PLC · ORDINARY SHARES | 2.64% | $5.07M | 120.66K | New |
WEATHERFORD INTL PLC · ORD SHS | 2.51% | $4.81M | 59.02K | −72.19% |
NATIONAL ENERGY SERVICES REU · SHS | 2.18% | $4.19M | 140.00K | +133.33% |