Atlantic Investment Management, Inc., under direction of Alex Roepers has filed its 13F form on February 14, 2024 for Q4 2023 where it was disclosed a total value porftolio of $219 Million distributed in 10 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Eastman Chemical CO with a value of $32.8M, Wesco International Inc with a value of $31.9M, Timken CO with a value of $29.9M, Weatherford International PLC with a value of $29M, and Terex Corp with a value of $27M.

Examining the 13F form we can see an increase of $15.9M in the current position value, from $203M to 219M.

Atlantic Investment Management, Inc. is based out at New York, NY

Below you can find more details about Alex Roepers portfolio as well as his latest detailed transactions.

Portfolio value $219 Million
Industrials: $114 Million
Basic Materials: $52.4 Million
Energy: $37.5 Million
Consumer Cyclical: $15.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Alex Roepers

Alex Roepers

Alex Roepers is the founder and managing partner of Atlantic Investment Management, a successful investment firm that focuses on value investing. Roepers is known for his expertise in value investing and his disciplined approach to investing. He has generated strong returns for his clients over the long term.
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Summary

  • Portfolio
  • No. of Stocks 10
  • Current Value $219 Million
  • Prior Value $203 Million
  • Filing
  • Period Q4 2023
  • Filing Date February 14, 2024
  • Form Type 13F-HR
  • Activity in Q4 2023
  • New Purchases 3 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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