Alex Roepers - Atlantic Investment Management Portfolio

Period Date  Mar 31, 2025
Filing Date  May 15, 2025
Total Stocks  9
Portfolio Value  $178.99M
Balances
Holdings
Activity
Options
Allocation
Strategy

Portfolio Overview

Comprehensive analysis of Alex Roepers's investment portfolio

7
Total Holdings
$0.1B
Portfolio Value
Industrials
Top Sector
3
Sectors

Investment Strategy Insights

  • • Alex Roepers maintains a diversified portfolio across 3 sectors
  • • Top 5 holdings represent 54.4% of the portfolio
  • • Largest position: CHART INDS INC (GTLS) at 16.6%

Trends by sector

Investment Adjustments from Previous Filing

Atlantic Investment Management Holdings

SymbolPortfolio %Total Value
GTLS
CHART INDS INC
16.57%$29,651,400
OSK
OSHKOSH CORP
12.40%$22,193,472
EMN
EASTMAN CHEM CO
12.38%$22,166,978
DAR
DARLING INGREDIENTS INC
8.88%$15,887,102
ASH
ASHLAND INC
4.14%$7,411,250
TEX
TEREX CORP NEW
3.27%$5,855,900
WCC
WESCO INTL INC
2.82%$5,047,250
Alex Roepers - Atlantic Investment Management Portfolio Holdings | insiderset.com