Alex Roepers - Atlantic Investment Management
Clone performance
| Window | Clone CAGR | Note |
|---|---|---|
| Full window (2016-11-14 → 2026-10-02, 40 filings) | +1.52% | Cumulative +16.1% vs SPY +316.1% |
| Trailing 10Y | — | |
| Trailing 5Y | +3.46% | |
| Trailing 3Y | +3.66% | |
| Trailing 1Y | -3.97% |
Top holdings — 2026 Q2 filing
| Ticker | Company | Weight | Reported value |
|---|---|---|---|
| ASH | Ashland Inc | 17.47% | $34M |
| APTV | Aptiv Plc | 14.51% | $28M |
| KEX | Kirby Corp | 13.22% | $25M |
| XRAY | Dentsply Sirona Inc | 12.18% | $23M |
| PVH | Pvh Corporation | 9.92% | $19M |
| NOMD | Nomad Foods Ltd | 7.61% | $15M |
| ABM | Abm Inds Inc | 7.10% | $14M |
| OSK | Oshkosh Corp | 6.69% | $13M |
| DCH | Dauch Corp | 3.97% | $8M |
| VGNT | Versigent Plc | 2.64% | $5M |
As reported on the 2026-06-30 Form 13F (filed 2026-08-14). Full holdings and quarter changes: holdings page.
Filing history in this profile
Every clone input traces to one of these SEC filings. 73.2% of the latest filing's reported value is covered by our price history; the remainder is mostly non-U.S. listings, recent IPOs or delisted names and is excluded from the clone.
Background (founded / HQ / style) source: https://en.wikipedia.org/wiki/Atlantic_Investment_Management — Founded in 1988 by Alexander J. Roepers; headquarters at 1301 Avenue of the Americas, New York, with an additional Tokyo office. Atlantic manages concentrated long/short equity portfolios using fundamental, bottom-up analysis and often takes stakes of up to 7% of shares outstanding in a small number of stocks; its largest fund, Cambrian, is a long-only activist fund typically holding only 6 or 7 securities.