Atlantic Investment Management, Inc. activity
Every position Alex Roepers opened, added to, trimmed or closed between 2026 Q1 and 2026 Q2.
New
2
Add
6
Reduce
4
Exit
2
14 shown
| Ticker | Action | Δ weight | Detail | Period |
|---|---|---|---|---|
| ASH | New | 0% to 17.5% | $34M | Q1→Q2 |
| VGNT | New | 0% to 2.6% | $5.1M | Q1→Q2 |
| DOLE | Exit | 5.6% to 0% | $9.7M | Q1→Q2 |
| MHK | Exit | 2.3% to 0% | $3.9M | Q1→Q2 |
| XRAY | Add | 4.1% to 12.2% | +261.1% sh | Q1→Q2 |
| PVH | Add | 5.2% to 9.9% | +100.3% sh | Q1→Q2 |
| ABM | Add | 4.9% to 7.1% | +40.1% sh | Q1→Q2 |
| APTV | Add | 13.1% to 14.5% | +40.5% sh | Q1→Q2 |
| NESR | Add | 0.75% to 2.2% | +133.3% sh | Q1→Q2 |
| Nomad Foods | Add | 7.5% to 7.6% | +0.1% sh | Q1→Q2 |
| DCH | Reduce | 13.3% to 4.0% | −63.4% sh | Q1→Q2 |
| WFRD | Reduce | 11.7% to 2.5% | −72.2% sh | Q1→Q2 |
| KEX | Reduce | 19.9% to 13.2% | −27.4% sh | Q1→Q2 |
| OSK | Reduce | 11.7% to 6.7% | −38.6% sh | Q1→Q2 |