Alex Roepers Atlantic Investment Management
Alex Roepers is the founder of Atlantic Investment Management, a firm specializing in concentrated, often activist or engaged investments in undervalued companies. The approach typically involves deep operational analysis and a willingness to work with managements to improve capital allocation. Roepers’s filings are tracked by investors interested in small- and mid-cap special situations.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Eastman Chemical
EMN
|
+$23.8M |
| 2 |
Weatherford International
WFRD
|
+$8.54M |
| 3 |
Ashland
ASH
|
+$7.96M |
| 4 |
Oshkosh
OSK
|
+$591K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
FMC
FMC
|
+$15.6M |
| 2 |
Goodyear
GT
|
+$11.8M |
| 3 |
Aptiv
APTV
|
+$5.7M |
| 4 |
GTLS
Chart Industries
GTLS
|
+$4.29M |
| 5 |
Huntsman Corp
HUN
|
+$3.61M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Industrials | 35.06% |
| 2 | Consumer Discretionary | 22.4% |
| 3 | Energy | 17.14% |
| 4 | Materials | 16.53% |
| 5 | Consumer Staples | 8.88% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Aptiv
APTV
$10B
| $40.1M | 22.4% |
673,971
-89,984
| -12% | -$5.7M |
|
|
2
Weatherford International
WFRD
$6.49B
| $30.7M | 17.14% |
572,809
+134,700
| +31% | +$8.54M |
|
|
GTLS
3
DELISTED
Chart Industries
GTLS
| $29.7M | 16.57% |
205,399
-23,271
| -10% | -$4.29M |
|
|
4
Oshkosh
OSK
$9.7B
| $22.2M | 12.4% |
235,900
+5,900
| +3% | +$591K |
|
|
5
Eastman Chemical
EMN
$8.47B
| $22.2M | 12.38% |
+251,583
| New | +$23.8M |
|
6
Darling Ingredients
DAR
$10.4B
| $15.9M | 8.88% |
508,550
-80,500
| -14% | -$2.82M |
|
|
7
Ashland
ASH
$3.33B
| $7.41M | 4.14% |
+125,000
| New | +$7.96M |
|
8
Terex
TEX
$7.6B
| $5.86M | 3.27% |
155,000
| – | – |
|
|
WCC
9
WESCO International
WCC
$17B
| $5.05M | 2.82% |
32,500
| – | – |
|
|
10
FMC
FMC
$1.38B
| – | – |
-321,000
| Closed | -$15.6M |
|
|
11
Goodyear
GT
$1.72B
| – | – |
-1,311,485
| Closed | -$11.8M |
|
|
12
Huntsman Corp
HUN
$1.75B
| – | – |
-200,000
| Closed | -$3.61M |
|
Similar funds
Alex Roepers's Q1 2025 Portfolio in Review
As of Q1 2025, Alex Roepers held 12 positions worth $179M, down 14% from $207M the previous quarter. Its ten largest holdings account for 100% of the portfolio.
Alex Roepers's Q1 2025 filing shows 2 new, 2 increased, 3 reduced and 3 closed positions. Its largest new stake was Eastman Chemical: 251,583 shares worth $22.2M. The largest sale was FMC, an estimated $15.6M.
By sector, the portfolio is most concentrated in Industrials at 35% of assets, down from 38% a quarter earlier, followed by Consumer Discretionary and Energy.
- Alex Roepers's largest Q1 2025 buy was Eastman Chemical: 251,583 shares worth $22.2M.
- Alex Roepers added most to Weatherford International in Q1 2025, an estimated $8.54M increase.
- Alex Roepers's biggest Q1 2025 reduction was Aptiv, cutting an estimated $5.7M.
- Alex Roepers fully exited FMC in Q1 2025, selling an estimated $15.6M.
- Alex Roepers's ten largest holdings make up 100% of its $179M portfolio in Q1 2025.
- Alex Roepers opened 2 new positions and closed 3 in Q1 2025.
- Alex Roepers's portfolio value fell 14% quarter-over-quarter to $179M.
Based on Atlantic Investment Management's 13F filing for Q1 2025, filed 15 May 2025.