Manager activity
Alex Roepers
This quarter’s activity: 2026 Q1 vs 2025 Q4 · filed 5/15/2026 · full comparison · all filings
New · 5
Add · 5
Reduce · 2
Exit · 3
| Action | Issuer | Δ Shares | Δ Shares % | Δ Port % | Filed |
|---|---|---|---|---|---|
| Exit | AXALTA COATING SYS LTD | -1,024,000 | Exit | -18.63 pp | 5/15/2026 |
| Exit | FLOWSERVE CORP | -314,000 | Exit | -12.26 pp | 5/15/2026 |
| Exit | ASHLAND INC | -212,977 | Exit | -7.03 pp | 5/15/2026 |
| Add | DAUCH CORP | +1,957,000 | +103.9% | +6.47 pp | 5/15/2026 |
| New | DOLE PLC | +675,948 | New | +5.63 pp | 5/15/2026 |
| Add | KIRBY CORP | +34,000 | +15.2% | +6.06 pp | 5/15/2026 |
| New | PVH CORPORATION | +128,000 | New | +5.20 pp | 5/15/2026 |
| New | DENTSPLY SIRONA INC | +610,000 | New | +4.12 pp | 5/15/2026 |
| Add | NOMAD FOODS LTD | +794,000 | +147.4% | +3.67 pp | 5/15/2026 |
| New | MOHAWK INDS INC | +40,000 | New | +2.29 pp | 5/15/2026 |
| Reduce | WEATHERFORD INTL PLC | -17,765 | -7.7% | +1.56 pp | 5/15/2026 |
| Add | APTIV PLC | +47,000 | +17.0% | +1.24 pp | 5/15/2026 |
| New | NATIONAL ENERGY SERVICES REU | +60,000 | New | +0.75 pp | 5/15/2026 |
| Reduce | OSHKOSH CORP | -18,300 | -11.8% | +0.75 pp | 5/15/2026 |
| Add | ABM INDS INC | +20,000 | +10.0% | +0.17 pp | 5/15/2026 |