Featured 13F manager
Atlantic Investment Management, Inc. Alex Roepers
New York, NY 20 processed 13Fs on this site · 2021 Q3–2026 Q2
- $192M
- 12 Positions
- 2026 Q2
- +11.6% QoQ
- Top 5 67.3%
Portfolio
top 5 67.3% · top 10 95.3%
- ASH - Ashland 17.5%
- APTV - Aptiv 14.5%
- KEX - Kirby 13.2%
- XRAY - Dentsply Sirona 12.2%
- PVH - Phillips Van Heusen 9.9%
- Nomad Foods 7.6%
- ABM - Abm Inds 7.1%
- OSK - Oshkosh 6.7%
- DCH - Dauch 4.0%
- VGNT - Versigent 2.6%
- WFRD - Weatherford Intl 2.5%
- NESR - National Energy Services 2.2%
AUM over time
Book
| Univar Solutions | 13.60% | Add +10.9% | 1,323,597 | $22.74 | $30M | +130,479 | +$426K |
| WRK - Westrock | 13.28% | Reduce −4.9% | 951,767 | $30.89 | $29M | −48,868 | −$10M |
| TKR - Timken | 12.88% | Reduce −21.0% | 482,816 | $59.04 | $29M | −128,524 | −$4M |
| AVT - Avnet | 12.76% | Reduce −10.7% | 781,877 | $36.12 | $28M | −94,073 | −$9M |
| RL - Ralph Lauren · CL A | 12.25% | Reduce −13.9% | 319,248 | $84.93 | $27M | −51,627 | −$6M |
| EMN - Eastman Chem | 9.85% | Reduce −5.5% | 306,960 | $71.05 | $22M | −17,847 | −$7M |
| FLS - Flowserve | 8.86% | New | 807,361 | $24.30 | $20M | +807,361 | +$20M |
| LEA - LEAR | 8.01% | Reduce −15.1% | 148,215 | $119.69 | $18M | −26,453 | −$4M |
| HUN - Huntsman | 4.68% | Reduce −32.8% | 421,969 | $24.54 | $10M | −206,344 | −$7M |
| O-I Glass | 3.83% | Hold | 655,000 | $12.95 | $8M | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2022 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| Goodyear Tire & Rubr | 4.17% | Exit | 0 | $10.71 | $11M | −1,027,172 | −$11M |
| Nomad Foods | 0.76% | Exit | 0 | $19.99 | $2M | −100,000 | −$2M |
Filings history
20 periods · normalized AUM · open a period for holdings
| Period | Holdings | AUM | QoQ | Form | Filed | Filing ID |
|---|---|---|---|---|---|---|
| 2026 Q2 | 12 | $192M | +11.6% | 13F-HR | 8/14/2026 | 000149315226038311 |
| 2026 Q1 | 12 | $172M | −3.4% | 13F-HR | 5/15/2026 | 000149315226023724 |
| 2025 Q4 | 10 | $178M | +2.3% | 13F-HR | 2/17/2026 | 000149315226007089 |
| 2025 Q3 | 11 | $174M | −11.2% | 13F-HR | 11/14/2025 | 000149315225023434 |
| 2025 Q2 | 11 | $196M | +9.5% | 13F-HR | 8/14/2025 | 000164117225023987 |
| 2025 Q1 | 9 | $179M | −13.5% | 13F-HR | 5/15/2025 | 000164117225010906 |
| 2024 Q4 | 10 | $207M | +1.0% | 13F-HR | 2/14/2025 | 000149315225006869 |
| 2024 Q3 | 7 | $205M | −7.7% | 13F-HR | 11/14/2024 | 000149315224045834 |
| 2024 Q2 | 12 | $222M | −2.6% | 13F-HR | 8/14/2024 | 000149315224032232 |
| 2024 Q1 | 11 | $228M | +4.1% | 13F-HR | 5/15/2024 | 000149315224019835 |
| 2023 Q4 | 10 | $219M | +9.0% | 13F-HR | 2/14/2024 | 000149315224006606 |
| 2023 Q3 | 9 | $201M | −1.0% | 13F-HR | 11/14/2023 | 000149315223041046 |
| 2023 Q2 | 9 | $203M | +9.7% | 13F-HR | 8/14/2023 | 000149315223028413 |
| 2023 Q1 | 9 | $185M | 0.0% | 13F-HR | 5/15/2023 | 000149315223017285 |
| 2022 Q4 | 9 | $185M | −16.3% | 13F-HR | 2/14/2023 | 000149315223004837 |
| 2022 Q3 | 10 | $221M | −16.3% | 13F-HR | 11/14/2022 | 000149315222032012 |
| 2022 Q2 | 11 | $264M | −14.8% | 13F-HR | 8/15/2022 | 000149315222022881 |
| 2022 Q1 | 11 | $310M | −13.4% | 13F-HR | 5/16/2022 | 000149315222013755 |
| 2021 Q4 | 10 | $358M | +20.1% | 13F-HR | 2/14/2022 | 000090571822000309 |
| 2021 Q3 | 11 | $298M | — | 13F-HR | 11/15/2021 | 000090571821001495 |
About
ATLANTIC INVESTMENT MANAGEMENT, INC.
20 processed 13Fs on this site · 2021 Q3–2026 Q2