Highly Concentrated Portfolio: Alex Roepers' Focus on Industrials and Growth Stocks
Alex Roepers at Atlantic Investment Management maintains a concentrated portfolio as of March 31, 2026, heavily weighted towards Industrials and Consumer Cyclical sectors.
Portfolio Overview
Alex Roepers, managing director at Atlantic Investment Management, oversees a portfolio as of March 31, 2026, characterized by significant concentration in specific sectors and holdings. The portfolio's top ten holdings by value represent a substantial portion of the total assets, indicating a focused investment approach.
Key Holdings and Sectors
The portfolio demonstrates a clear preference for Industrials and Consumer Cyclical sectors. KIRBY CORP (KEX), representing 19.89% of the portfolio, is the largest holding, followed by DAUCH CORP (AXL) at 13.27% and APTIV PLC (APTV) at 13.06%. Other significant positions include WEATHERFORD INTL PLC (WFRD), OSHKOSH CORP (OSK), and NOMAD FOODS LTD (G6564A105). Notably, the portfolio includes several international stocks denoted by ticker symbols not starting with 'A', alongside US-listed companies.
Strategic Focus
The investment strategy appears heavily tilted towards Industrials, with KEX, OSHKOSH CORP (OSK), and ABM INDS INC (ABM) all falling under this sector. Collectively, these holdings suggest a conviction in the cyclical nature and potential for growth within industrial companies. The inclusion of strong consumer cyclical performers like DAUCH CORP (AXL) further indicates a focus on sectors sensitive to economic cycles. The portfolio also holds diversifying positions in Healthcare (DENTSPLY SIRONA INC (XRAY)) and Consumer Defensive (PVH CORPORATION (PVH)), though these allocations are significantly smaller than the top sectors.
Recent Changes
Several holdings show significant changes from the previous period, reflecting the dynamic nature of the portfolio. DAUCH CORP (AXL) saw a massive 103.93% increase in shares, indicating strong confidence in this stock. Similarly, NOMAD FOODS LTD (G6564A105) experienced a substantial 147.37% share increase, while DOLE PLC (G27907107) added 104.83% in shares. Conversely, there are also examples of reduction, such as WEATHERFORD INTL PLC (WFRD) with a 7.72% decrease in shares, and OSHKOSH CORP (OSK) with an 11.84% reduction. These changes highlight active management and responsiveness to market dynamics.