Alex Roepers - Atlantic Investment Management Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | May 15, 2025 | |
| Total Stocks | 9 | |
| Portfolio Value | $178.99M |
Portfolio Overview
Comprehensive analysis of Alex Roepers's investment portfolio
7
Total Holdings
$179.0M
Portfolio Value
Mar 31, 2025
Latest Filing
16.6%
Largest Position
Top Holdings
1
GTLS
CHART INDS INC
$29.7M
16.6%
↓-0.1%
2
OSK
OSHKOSH CORP
$22.2M
12.4%
↑+0.0%
3
EMN
EASTMAN CHEM CO
$22.2M
12.4%
↓-0.3%
4
DAR
DARLING INGREDIENTS INC
$15.9M
8.9%
↓-0.1%
5
ASH
ASHLAND INC
$7.4M
4.1%
↑+1.1%
Recent Activity
WCC
WESCO International, Inc.
-32,500
Jun 30, 2025
ASH
Ashland Inc.
-125,000
Jun 30, 2025
TEX
Terex Corporation
-155,000
Jun 30, 2025