Alex Roepers Q4 2025 Portfolio Activity: Major Increases in AXL, KEX, FLS
Alex Roepers of Atlantic Investment Management significantly increased positions in AXL, KEX, and FLS while reducing holdings in WFRD and ASH during Q4 2025.
For the quarter ending December 31, 2025, Alex Roepers of Atlantic Investment Management demonstrated significant portfolio activity, with notable increases in several holdings while reducing positions in others. The analysis of portfolio changes reveals a strategic shift focused on certain sectors and companies.
The most prominent activity during this quarter was the substantial increase in holdings of AXL (American Axle & Manufacturing Holdings Inc.). Roepers added 1,693,000 shares, representing an 891.05% increase from the previous period, pushing its portfolio allocation to 6.8%. This significant purchase suggests strong confidence in this Consumer Cyclical stock. Following this, Kirby Corp (KEX) saw a substantial increase of 117,699 shares (111.77% growth), now allocating 13.83% of the portfolio. Similarly, Flowserve Corp (FLS) experienced a considerable increase of 44,118 shares (16.35% growth), now holding 12.26% of assets.
Conversely, the investor significantly reduced exposure to several companies. Weatherford Intl PLC (WFRD) saw a sharp decline, with a reduction of 130,578 shares (-36.21% change), decreasing its allocation to 10.13%. Ashland Inc. (ASH) also experienced a substantial decrease, with a reduction of 70,843 shares (-24.96%), lowering its weight to 7.03%. Additionally, Nomad Foods Ltd. (G6564A105), previously a holding, saw a reduction of 183,228 shares (-25.38%), reducing its allocation to 3.79%. No information is available regarding any new positions initiated or fully exited during this period.
Other changes included a moderate increase in Axtala Coating Systems Ltd. (AXTA) with a 34.03% share increase, a small increase in Oshkosh Corp. (OSK) with a 3.69% share increase, and a decrease in Aptiv PLC (APTV) with a 9.66% share reduction. Overall, Roers' portfolio allocation for Q4 2025 reflects a clear focus on strengthening positions in select Industrials and Consumer Cyclical stocks while strategically reducing exposure in other sectors.
For more detailed insights into Alex Roepers' investment strategy and performance, visit Atlantic Investment Management's profile. To explore specific stock holdings like AXL, KEX, FLS, Weatherford (WFRD), and Ashland (ASH), refer to their respective pages: AXL, KEX, FLS, WFRD, and ASH.