Alex Roepers - Atlantic Investment Management Portfolio Position Sizes (Q1 2026)

As of Mar 31, 2026, the Atlantic Investment Management portfolio balances reported a total equity value of $171.66M across 12 publicly traded holdings. These balances reflect the most recent SEC 13F filing dated May 15, 2026, providing an updated snapshot of assets under management.

The portfolio balances highlight KIRBY CORP (KEX) as the single largest position, accounting for 19.9% of total equity value, followed by DAUCH CORP (AXL), APTIV PLC (APTV), WEATHERFORD INTL PLC (WFRD), and others. Collectively, the top five holdings represent 69.6% of the portfolio, showing how capital is distributed among core positions and long-term investments.