← Superinvestors
AR
Alex Roepers
Atlantic Investment Management
Periodo
Q1 2026
Valore portafoglio
$171.7M
Titoli
12
Attività
10 acquisti · 2 riduzioni
| # | Titolo | % Portafoglio | Attività | Azioni | Valore |
|---|---|---|---|---|---|
| 1 | KEX KIRBY CORP | 19.89% | Add 15.25% | 257,000 | $34.2M |
| 2 | DCH DAUCH CORP | 13.27% | Add 103.93% | 3,840,000 | $22.8M |
| 3 | APTIV PLC | 13.06% | Add 17.03% | 322,971 | $22.4M |
| 4 | WEATHERFORD INTL PLC | 11.69% | Reduce 7.72% | 212,223 | $20.1M |
| 5 | OSK OSHKOSH CORP | 11.69% | Reduce 11.84% | 136,300 | $20.1M |
| 6 | NOMAD FOODS LTD | 7.46% | Add 147.37% | 1,332,772 | $12.8M |
| 7 | DOLE PLC | 5.63% | Buy | 675,948 | $9.7M |
| 8 | PVH PVH CORPORATION | 5.2% | Buy | 128,000 | $8.9M |
| 9 | ABM ABM INDS INC | 4.94% | Add 10% | 220,000 | $8.5M |
| 10 | XRAY DENTSPLY SIRONA INC | 4.12% | Buy | 610,000 | $7.1M |
| 11 | MHK MOHAWK INDS INC | 2.29% | Buy | 40,000 | $3.9M |
| 12 | NATIONAL ENERGY SERVICES REU | 0.75% | Buy | 60,000 | $1.3M |
Fonte: 13F-HR Q1 2026 depositata alla SEC (EDGAR) · attività vs Q4 2025. I titoli senza link non sono (ancora) nel nostro catalogo.