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 |
Kirby Corp
KEX
|
+$22.7M |
| 2 |
Flowserve
FLS
|
+$20.2M |
| 3 |
DCH
Dauch Corp
DCH
|
+$11.7M |
| 4 |
ABM Industries
ABM
|
+$8.79M |
| 5 |
Axalta
AXTA
|
+$7.63M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
GTLS
Chart Industries
GTLS
|
+$29.5M |
| 2 |
Graphic Packaging
GPK
|
+$12.6M |
| 3 |
Weatherford International
WFRD
|
+$9.48M |
| 4 |
PVH
PVH
|
+$8.38M |
| 5 |
Dole
DOLE
|
+$4.44M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Industrials | 41.79% |
| 2 | Materials | 25.66% |
| 3 | Consumer Discretionary | 18.62% |
| 4 | Energy | 10.13% |
| 5 | Consumer Staples | 3.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Axalta
AXTA
$7.75B
| $33.1M | 18.63% |
1,024,000
+260,000
| +34% | +$7.63M |
|
|
2
Kirby Corp
KEX
$7.39B
| $24.6M | 13.83% |
+223,000
| New | +$22.7M |
|
|
3
Flowserve
FLS
$10.1B
| $21.8M | 12.26% |
+314,000
| New | +$20.2M |
|
4
Aptiv
APTV
$10B
| $21M | 11.82% |
275,971
-29,500
| -10% | -$2.37M |
|
5
Oshkosh
OSK
$9.7B
| $19.4M | 10.93% |
154,600
+5,500
| +4% | +$707K |
|
|
6
Weatherford International
WFRD
$6.49B
| $18M | 10.13% |
229,988
-130,578
| -36% | -$9.48M |
|
7
Ashland
ASH
$3.33B
| $12.5M | 7.03% |
212,977
-70,843
| -25% | -$3.74M |
|
|
DCH
8
Dauch Corp
DCH
$1.63B
| $12.1M | 6.8% |
+1,883,000
| New | +$11.7M |
|
|
9
ABM Industries
ABM
$2.74B
| $8.46M | 4.76% |
+200,000
| New | +$8.79M |
|
10
Nomad Foods
NOMD
$1.65B
| $6.74M | 3.79% |
538,772
-183,228
| -25% | -$2.24M |
|
11
Bath & Body Works
BBWI
$3.92B
| – | – |
-150,000
| Closed | -$3.86M |
|
|
12
Dole
DOLE
$1.26B
| – | – |
-330,000
| Closed | -$4.44M |
|
|
13
Graphic Packaging
GPK
$3.54B
| – | – |
-645,584
| Closed | -$12.6M |
|
|
GTLS
14
DELISTED
Chart Industries
GTLS
| – | – |
-147,499
| Closed | -$29.5M |
|
|
15
PVH
PVH
$3.62B
| – | – |
-100,000
| Closed | -$8.38M |
|
Similar funds
Alex Roepers's Q4 2025 Portfolio in Review
As of Q4 2025, Alex Roepers held 15 positions worth $178M, up 2% from $174M the previous quarter. Its ten largest holdings account for 100% of the portfolio.
Alex Roepers's Q4 2025 filing shows 4 new, 2 increased, 4 reduced and 5 closed positions. Its largest new stake was Kirby Corp: 223,000 shares worth $24.6M. The largest sale was Chart Industries, an estimated $29.5M.
By sector, the portfolio is most concentrated in Industrials at 42% of assets, up from 28% a quarter earlier, followed by Materials and Consumer Discretionary.
- Alex Roepers's largest Q4 2025 buy was Kirby Corp: 223,000 shares worth $24.6M.
- Alex Roepers added most to Axalta in Q4 2025, an estimated $7.63M increase.
- Alex Roepers's biggest Q4 2025 reduction was Weatherford International, cutting an estimated $9.48M.
- Alex Roepers fully exited Chart Industries in Q4 2025, selling an estimated $29.5M.
- Alex Roepers's ten largest holdings make up 100% of its $178M portfolio in Q4 2025.
- Alex Roepers opened 4 new positions and closed 5 in Q4 2025.
- Alex Roepers's portfolio value rose 2% quarter-over-quarter to $178M.
Based on Atlantic Investment Management's 13F filing for Q4 2025, filed 17 Feb 2026.