Atlantic Investment Management Inc
Managed by Alex Roepers. $177.6M disclosed long-equity portfolio across 10 positions.
| # | Stock | Value | % of Portfolio |
|---|---|---|---|
| 1 | AXALTA COATING SYS LTD | $33.1M | 18.63% |
| 2 | KIRBY CORP | $24.6M | 13.83% |
| 3 | FLOWSERVE CORP | $21.8M | 12.26% |
| 4 | APTIV PLC | $21.0M | 11.82% |
| 5 | OSHKOSH CORP | $19.4M | 10.93% |
| 6 | WEATHERFORD INTL PLC | $18.0M | 10.13% |
| 7 | ASHLAND INC | $12.5M | 7.03% |
| 8 | AMERICAN AXLE & MFG HLDGS IN | $12.1M | 6.80% |
| 9 | ABM INDS INC | $8.5M | 4.76% |
| 10 | NOMAD FOODS LTD | $6.7M | 3.79% |
For full quarterly history, transactions, and the investor profile, see Alex Roepers's page →
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Atlantic Investment Management Inc — overview
Alex Roepers runs Atlantic Investment Management Inc, a multi-strategy investment firm tracked here via SEC 13F filings. As of the Q4 2025 13F filing, the disclosed long-equity portfolio is valued at $178M across 10 positions. The largest holdings are AXALTA COATING SYS LTD, KIRBY CORP, and FLOWSERVE CORP (AXALTA COATING SYS LTD alone is 18.6% of the book).
Key takeaways
- Disclosed Q4 2025 portfolio: $178M.
- Top holdings: AXALTA COATING SYS LTD, KIRBY CORP, and FLOWSERVE CORP.