Alex Roepers — Atlantic Investment Management, Inc.
Alex RoepersAtlantic Investment Management, Inc.
| Ticker | Company | Shares | Reported value | Portfolio weight |
|---|---|---|---|---|
| ASH | Ashland Inc. | 509,000 | $33.5M | 17.5% |
| APTV | Aptiv PLC | 453,842 | $27.9M | 14.5% |
| KEX | Kirby Corporation | 186,700 | $25.4M | 13.2% |
| XRAY | DENTSPLY SIRONA Inc. | 2,203,000 | $23.4M | 12.2% |
| PVH | PVH Corp. | 256,426 | $19.0M | 9.9% |
| NOMD | Nomad Foods Limited | 1,333,772 | $14.6M | 7.6% |
| ABM | ABM Industries Inc. | 308,287 | $13.6M | 7.1% |
| OSK | Oshkosh Corp | 83,700 | $12.8M | 6.7% |
| DCH | Dauch Corp. | 1,404,420 | $7.6M | 4.0% |
| VGNT | Versigent PLC | 120,656 | $5.1M | 2.6% |
13F filings are quarterly, published up to 45 days after quarter end, and report only long U.S.-listed equity positions. They are not a complete or current picture of any portfolio.