Compounder

Alex Roepers

Net buying

Atlantic Investment Management, Inc. — managed by Alex Roepers; US equity positions disclosed quarterly via SEC 13F

Data as of 2026-03-31 (filed 2026-05-15) · Source: SEC EDGAR

Portfolio value$171.7M3%)
Holdings12+2
Latest period2026-03-31
Top holdingKirby Corp
Portfolio overview

Atlantic Investment Management, Inc.'s most recent 13F filing, for the quarter ended 2026-03-31, reports 12 positions worth $171.7M. The top 5 holdings represent 70% of that value, a concentrated portfolio.

The single largest position is Kirby Corp at 19.9% of the portfolio, followed by Dauch Corp at 13.3% and Aptiv Plc at 13.1%.

Against the prior quarter, Alex Roepers opened 5 new positions, exited 3, added to 5, and trimmed 2. The largest new buy was Dole Plc. The most notable sale was the full exit from Axalta Coating Sys Ltd.

Across all 8 quarters on file, Weatherford Intl Plc has appeared in every filing. Weatherford Intl Plc currently ranks fourth by value.

A 13F is filed roughly 45 days after quarter-end and covers only long positions in US-listed equities, so it is a lagging and partial view of the portfolio. Source: SEC EDGAR.

High-conviction
Holdings

Sources· SEC EDGAR 13F as of 2026-05-15

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