Alex Roepers - Atlantic Investment Management

History Stock Activity Share change % change to portfolio
Q3  2017
AXL - American Axle & Manufacturing Holdings Add 169.07% 253,600 0.55
BW - Babcock & Wilcox Enterprises Add 94.27% 363,944 0.15
KS - KapStone Paper and Packaging Corp. Add 26.67% 40,000 0.11
LSKD - LSC Communications Inc. Add 22.42% 79,673 0.16
AVT - Avnet Inc. Add 18.99% 30,000 0.15
DBD - Diebold Inc. Add 8.03% 481,819 1.37
ALK - Alaska Air Group Buy 95,000 0.90
SCS - Steelcase Inc. Reduce 1.01% 4,904 0.01
ARRS - ARRIS International plc Reduce 7.59% 324,853 1.15
COMM - CommScope Holding Co. Reduce 13.73% 585,548 2.42
HUN - Huntsman Corp. Reduce 19.60% 848,843 2.90
TGI - Triumph Group Inc. Reduce 23.07% 53,993 0.20
OI - Owens-Illinois Inc. Reduce 24.42% 2,046,361 6.41
EMN - Eastman Chemical Reduce 28.42% 483,508 5.45
IGT - International Game Technology Reduce 29.65% 122,247 0.38
MGA - Magna International Inc. Sell 100.00% 173,356 0.83
DXC - DXC Technology Co. Sell 100.00% 61,117 0.48
NOMD - Nomad Foods Ltd Sell 100.00% 312,368 0.45
ADNT - Adient plc Sell 100.00% 50,000 0.34
ZTO - ZTO Express Sell 100.00% 127,400 0.18
Q2  2017
IGT - International Game Technology Add 258.48% 297,247 0.56
ZTO - ZTO Express Add 154.80% 77,400 0.11
LSKD - LSC Communications Inc. Add 138.38% 206,301 0.45
ARRS - ARRIS International plc Add 56.38% 1,543,401 4.45
NOMD - Nomad Foods Ltd Add 26.07% 64,600 0.09
DBD - Diebold Inc. Add 17.45% 891,298 2.56
COMM - CommScope Holding Co. Add 13.04% 492,233 1.92
EMN - Eastman Chemical Add 8.82% 137,915 1.19
HUN - Huntsman Corp. Buy 4,330,700 11.50
AVT - Avnet Inc. Buy 158,000 0.63
DXC - DXC Technology Co. Buy 61,117 0.48
ADNT - Adient plc Buy 50,000 0.34
KS - KapStone Paper and Packaging Corp. Buy 150,000 0.32
AXL - American Axle & Manufacturing Holdings Buy 150,000 0.24
SCS - Steelcase Inc. Reduce 4.78% 24,505 0.04
OI - Owens-Illinois Inc. Reduce 14.48% 1,418,640 3.49
MGA - Magna International Inc. Reduce 46.15% 148,546 0.71
BW - Babcock & Wilcox Enterprises Reduce 62.88% 653,944 0.80
TGI - Triumph Group Inc. Reduce 86.39% 1,484,990 4.82
HAR - Harman Int'l Industries Sell 100.00% 1,030,435 12.00