---
title: Alex Roepers (Atlantic Investment Management, Inc.) — 13F holdings
canonical: https://sweetvaluelab.com/investors/alex-roepers
cik: 0001063296
quarter: 2026-06-30
filed: 2026-08-14
---
# Alex Roepers — Atlantic Investment Management, Inc.

Latest 13F for the quarter ended Jun 30, 2026, filed Aug 14, 2026: 12 positions worth $192.0M. Against the quarter ended Mar 31, 2026: 2 bought, 6 added to, 0 unchanged, 4 reduced, 2 sold. The top five are 67% of the portfolio, the top ten 95%; 1 of the positions have a research page on this site.

## Holdings

| Ticker | Issuer | Shares | Value | % of portfolio | Change this quarter |
| --- | --- | ---: | ---: | ---: | --- |
| ASH | ASHLAND INC | 509,000 | $33.5M | 17.5% | bought |
| APTV | APTIV PLC | 453,842 | $27.9M | 14.5% | added (+41%) |
| KEX | KIRBY CORP | 186,700 | $25.4M | 13.2% | reduced (-27%) |
| XRAY | DENTSPLY SIRONA INC | 2,203,000 | $23.4M | 12.2% | added (+261%) |
| PVH | PVH CORPORATION | 256,426 | $19.0M | 9.9% | added (+100%) |
| NOMD | NOMAD FOODS LTD | 1,333,772 | $14.6M | 7.6% | added (+0%) |
| ABM | ABM INDS INC | 308,287 | $13.6M | 7.1% | added (+40%) |
| OSK | OSHKOSH CORP | 83,700 | $12.8M | 6.7% | reduced (-39%) |
| DCH | DAUCH CORP | 1,404,420 | $7.6M | 4.0% | reduced (-63%) |
| VGNT | VERSIGENT PLC | 120,656 | $5.1M | 2.6% | bought |
| WFRD | WEATHERFORD INTL PLC | 59,023 | $4.8M | 2.5% | reduced (-72%) |
| NESR | NATIONAL ENERGY SERVICES REU | 140,000 | $4.2M | 2.2% | added (+133%) |

## Largest moves this quarter

| Ticker | Issuer | Shares now | Shares before | Change | Bought / sold at reported prices | Value |
| --- | --- | ---: | ---: | --- | ---: | ---: |
| ASH | ASHLAND INC | 509,000 | 0 | bought | +$33.5M | $33.5M |
| XRAY | DENTSPLY SIRONA INC | 2,203,000 | 610,000 | added (+261%) | +$16.9M | $23.4M |
| DCH | DAUCH CORP | 1,404,420 | 3,840,000 | reduced (-63%) | −$13.2M | $7.6M |
| WFRD | WEATHERFORD INTL PLC | 59,023 | 212,223 | reduced (-72%) | −$12.5M | $4.8M |
| DOLE | DOLE PLC | 0 | 675,948 | sold | −$9.7M | $0 |
| KEX | KIRBY CORP | 186,700 | 257,000 | reduced (-27%) | −$9.6M | $25.4M |
| PVH | PVH CORPORATION | 256,426 | 128,000 | added (+100%) | +$9.5M | $19.0M |

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Source: https://sweetvaluelab.com/investors/alex-roepers (SweetValueLab, free, no account). Holdings from SEC Form 13F-HR filings; tickers resolved from CUSIPs. Values as reported by the filer. Research and educational data, not investment advice; nothing here is a recommendation to buy, sell or hold any security.