Alex Roepers Portfolio Holdings

Atlantic Investment Management, Inc.

  • $228 Million
  • Q1 2024

Atlantic Investment Management, Inc., under direction of Alex Roepers has filed its 13F form on May 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $228 Million distributed in 11 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Eastman Chemical CO with a value of $36.8M, Wesco International Inc with a value of $34.3M, Weatherford International PLC with a value of $33.9M, Terex Corp with a value of $30.5M, and Flowserve Corp with a value of $20.4M.

Examining the 13F form we can see an increase of $8.78M in the current position value, from $219M to 228M.

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 $228 Million
Industrials: $98.8 Million
Energy: $53.5 Million
Basic Materials: $50.8 Million
Consumer Cyclical: $24.8 Million

Stock Holdings Table Market Cap. of $200 Billions or more

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 11
  • Current Value $228 Million
  • Prior Value $219 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 15, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 1 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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