Alex Roepers - Atlantic Investment Management
Portfoliowert
$171.66 M
Positionen
12
Stichtag
2026-03-31
Quartal
Q1 2026
| KEX | KIRBY CORP | 19.89% | Add 15.25% | 257,000 | $132.88 | $34.15 M | $148.65 | +11.87% |
| DCH | DAUCH CORP | 13.27% | Add 103.93% | 3,840,000 | $5.93 | $22.77 M | $5.48 | -7.59% |
| — | APTIV PLC | 13.06% | Add 17.03% | 322,971 | $69.44 | $22.43 M | — | — |
| WFRD | WEATHERFORD INTL PLC | 11.69% | Reduce 7.72% | 212,223 | $94.58 | $20.07 M | $88.68 | -6.24% |
| OSK | OSHKOSH CORP | 11.69% | Reduce 11.84% | 136,300 | $147.21 | $20.06 M | $155.14 | +5.39% |
| NOMD | NOMAD FOODS LTD | 7.46% | Add 147.37% | 1,332,772 | $9.61 | $12.81 M | $11.72 | +21.96% |
| DOLE | DOLE PLC | 5.63% | Buy | 675,948 | $14.29 | $9.66 M | $14.14 | -1.05% |
| PVH | PVH CORPORATION | 5.20% | Buy | 128,000 | $69.76 | $8.93 M | $80.41 | +15.27% |
| ABM | ABM INDS INC | 4.94% | Add 10.00% | 220,000 | $38.52 | $8.47 M | $47.72 | +23.88% |
| XRAY | DENTSPLY SIRONA INC | 4.12% | Buy | 610,000 | $11.60 | $7.08 M | $12.48 | +7.54% |
| MHK | MOHAWK INDS INC | 2.29% | Buy | 40,000 | $98.46 | $3.94 M | $113.27 | +15.04% |
| NESR | NATIONAL ENERGY SERVICES REU | 0.75% | Buy | 60,000 | $21.47 | $1.29 M | $27.62 | +28.64% |
12 Einträge