Alex Roepers Portfolio Concentration Analysis: Key Holdings as of March 31, 2026
Analysis of Alex Roepers' portfolio concentration as of March 31, 2026, highlighting major holdings and share changes.
As of March 31, 2026, Alex Roepers' portfolio at Atlantic Investment Management shows significant concentration in specific sectors and holdings. The total portfolio value stands at $171.66 million, with a notable allocation to a select group of stocks.
KIRBY CORP (KEX) is the largest holding, representing 19.89% of the portfolio with 257,000 shares valued at $34.15 million. The position saw a 15.25% increase in shares compared to the previous period.
APTIV PLC (APTV) follows closely with a 13.06% allocation, comprising 322,971 shares valued at $22.43 million. This position also experienced a substantial 17.03% increase in shares.
WEATHERFORD INTL PLC (WFRD) holds 11.69% of the portfolio, with 212,223 shares valued at $20.07 million. This position saw a slight decrease of 7.72% in shares.
OSHKOSH CORP (OSK) also allocates 11.69% of the portfolio, with 136,300 shares valued at $20.06 million. This position decreased by 11.84% in shares during the period.
Other significant holdings include NOMAD FOODS LTD (G6564A105) at 7.46%, DOLE PLC (G27907107) at 5.63%, and PVH CORPORATION (PVH) at 5.20%. The portfolio also includes positions in DENTSPLY SIRONA INC (XRAY) and ABM INDS INC (ABM).
For detailed insights into Alex Roepers' investment strategy and holdings, visit the investor profile at https://www.insiderset.com/investor/alex-roepers-atlantic-investment-management. For specific stock analysis, explore the individual stock pages at https://www.insiderset.com/investors/stocks/KEX, https://www.insiderset.com/investors/stocks/APTV, and other relevant stock links.