Alex Roepers - Atlantic Investment Management

Portfolio

$191.97 M

Positionen

Stichtag

2026-06-30

Quartal

Q2 2026


ASH	ASHASHLAND INC	17.47%	Buy	509,000	$33.54 M
—	APTIV PLC	14.51%	Add 40.52%	453,842	$27.86 M
KEX	KEXKIRBY CORP	13.22%	Reduce 27.35%	186,700	$25.39 M
—	DENTSPLY SIRONA INC	12.18%	Add 261.15%	2,203,000	$23.37 M
—	PVH CORPORATION	9.92%	Add 100.33%	256,426	$19.04 M
NOMD	NOMDNOMAD FOODS LTD	7.61%	Add 0.08%	1,333,772	$14.60 M
ABM	ABMABM INDS INC	7.10%	Add 40.13%	308,287	$13.64 M
OSK	OSKOSHKOSH CORP	6.69%	Reduce 38.59%	83,700	$12.85 M
DCH	DCHDAUCH CORP	3.97%	Reduce 63.43%	1,404,420	$7.61 M
—	VERSIGENT PLC	2.64%	Buy	120,656	$5.07 M
—	WEATHERFORD INTL PLC	2.51%	Reduce 72.19%	59,023	$4.81 M
—	NATIONAL ENERGY SERVICES REU	2.18%	Add 133.33%	140,000	$4.19 M

12 Einträge