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Atlantic Investment Management (Alex Roepers) - FilingSpy
Atlantic Investment Management
Alex Roepers
$203.10M
13F
2023 Q2
11 of 53 quarters
Overview
Activity
Holdings
Buys
WFRD
NEW
Weatherford International Plc
$26.53M
+399.5K shares
TEX
NEW
Terex Corp
$19.27M
+322.0K shares
EMN
Eastman Chemical Co
$30.60M
+ $3.08M
=
$33.69M
362.9K
+39.5K (+10.89%)
TKR
The Timken Company
$24.77M
+ $3.34M
=
$28.11M
303.1K
+4.0K (+1.33%)
WCC
Wesco International Inc
$17.00M
+ $9.32M
=
$26.32M
110.0K
+37.0K (+33.64%)
RL
Ralph Lauren Corp
$21.92M
+ $2.29M
=
$24.21M
187.9K
+8.5K (+4.52%)
CNHI
Cnh Industrial N.v.
$2.14M
+ $1.03M
=
$3.17M
140.0K
+80.0K (+57.14%)
Sells
HAL
EXIT
Halliburton Co.
$21.04M
- $21.04M
=
Closed
-665.0K shares (100%)
HI
EXIT
Hillenbrand Inc
$16.49M
- $16.49M
=
Closed
-346.9K shares (100%)
FLS
Flowserve Corp.
$26.55M
- $958.0K
=
$25.59M
688.9K left
-92.0K (-11.78%)
HUN
Huntsman Corporation
$24.84M
- $8.63M
=
$16.21M
600.0K left
-308.0K (-33.92%)