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
| APTV - Aptiv | 22.32% | Add +25.6% | 763,955 | $60.48 | $46M | +155,700 | +$2M |
| I3N - Chart Inds | 21.08% | Reduce −46.7% | 228,670 | $190.84 | $44M | −200,400 | −$10M |
| WFRD - Weatherford Intl | 15.16% | Add +55.9% | 438,109 | $71.63 | $31M | +157,000 | +$8M |
| OSK - Oshkosh | 10.56% | New | 230,000 | $95.07 | $22M | +230,000 | +$22M |
| DAR - Darling Ingredients | 9.59% | New | 589,050 | $33.69 | $20M | +589,050 | +$20M |
| FMC — | 7.54% | New | 321,000 | $48.61 | $16M | +321,000 | +$16M |
| Goodyear Tire & Rubr | 5.70% | New | 1,311,485 | $9.00 | $12M | +1,311,485 | +$12M |
| TEX - Terex | 3.46% | Reduce −75.2% | 155,000 | $46.22 | $7M | −470,038 | −$26M |
| WCC - Wesco Intl | 2.84% | Reduce −83.2% | 32,500 | $180.96 | $6M | −161,500 | −$27M |
| HUN - Huntsman | 1.74% | Hold | 200,000 | $18.03 | $4M | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| PTEN - Patterson-Uti Energy | 6.54% | Exit | 0 | $7.65 | $13M | −1,750,000 | −$13M |
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