Alex Roepers Portfolio Holdings

Atlantic Investment Management, Inc.

  • $205 Million
  • Q3 2024

Atlantic Investment Management, Inc., under direction of Alex Roepers has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $205 Million distributed in 7 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Chart Industries Inc with a value of $53.3M, Aptiv PLC with a value of $43.8M, Terex Corp with a value of $33.1M, Wesco International Inc with a value of $32.6M, and Weatherford International PLC with a value of $23.9M.

Examining the 13F form we can see an decrease of $17.1M in the current position value, from $222M to 205M.

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 $205 Million
Industrials: $119 Million
Consumer Cyclical: $43.8 Million
Energy: $37.2 Million
Basic Materials: $4.84 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$14.2B
$43.8 Million 21.38% of portfolio
608,255
Q3 2024 Added 61.22%
$10.3B
$32.6 Million 15.91% of portfolio
194,000
Q3 2024 Added 15.82%
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 7
  • Current Value $205 Million
  • Prior Value $222 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 0 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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