Alex Roepers Portfolio Concentration: Top Holdings Analysis
Alex Roepers' portfolio as of March 31, 2026, shows significant concentration in top holdings like KEX and APTV, with notable share changes.
As of March 31, 2026, Alex Roepers' portfolio at Atlantic Investment Management demonstrates significant concentration in a select group of holdings. The total portfolio value stands at $171.7 million, with a notable allocation to specific stocks.
KEX, representing Kirby Corp, is the largest holding at 19.89% allocation. The position saw an increase of 15.25% in shares during the prior period. Investors can learn more about Kirby Corp by visiting this link.
APTIV PLC (APTV) follows closely at 13.06% allocation. This position also experienced substantial growth, with a 17.03% increase in shares. Further details on APTIV PLC are available here.
Weatherford Intl PLC (WFRD) and Oshkosh Corp (OSK) each hold around 11.69% of the portfolio. WFRD saw a reduction in shares (-7.72%), while OSK experienced an 11.84% decrease. More information on these companies can be found at Weatherford Intl PLC and Oshkosh Corp respectively.
Other significant positions include Dauch Corp (AXL) at 13.27% with a massive 103.93% share increase, Nomad Foods Ltd (G6564A105) at 7.46% with a 147.37% increase, and Dentsply Sirona Inc (XRAY) at 4.12%. For complete details on all holdings, visit Alex Roepers' profile.
The portfolio's concentration is evident in these top holdings, which together represent a substantial portion of the total value. The significant share changes observed across these positions warrant attention for understanding the current investment landscape.