Alex Roepers - Atlantic Investment Management

History Stock Activity ▼ Share change % change to portfolio
Q2  2019
≡ LEA - Lear Corp. Add 56.42% 4,026 0.15
≡ OI - O-I Glass Inc. Add 18.86% 801,184 3.73
≡ TKR - Timken Co. Add 10.12% 84,181 1.16
≡ EMN - Eastman Chemical Add 3.44% 25,541 0.54
≡ AXE - Anixter International Add 1.32% 395 0.01
≡ KMT - Kennametal Inc. Buy 61,591 0.61
≡ MWA - Mueller Water Products Buy 209,486 0.55
≡ KFY - Korn Ferry Buy 42,000 0.45
≡ MOS - Mosaic Co. Buy 65,431 0.44
≡ TIF - Tiffany & Co. Buy 16,329 0.41
Q1  2019
≡ TKR - Timken Co. Add 1096.83% 762,300 8.50
≡ EMN - Eastman Chemical Add 643.28% 643,279 12.47
≡ LEA - Lear Corp. Add 69.78% 2,933 0.10
≡ ADT - ADT Inc. Add 68.85% 241,415 0.40
≡ IGT - International Game Technology Add 42.45% 82,255 0.27
≡ OSK - Oshkosh Corp. Add 1.75% 8,439 0.16
≡ AYI - Acuity Brands Inc. Buy 28,000 0.86
≡ CAG - Conagra Brands Inc. Buy 106,500 0.75
≡ WRK - WestRock Co. Buy 67,800 0.66
≡ CXT - Crane NXT Co. Buy 23,500 0.51
≡ AXE - Anixter International Buy 30,000 0.43
Q4  2018
≡ OSK - Oshkosh Corp. Add 773.46% 427,725 6.88
≡ NAV - Navistar International Corp. Add 56.04% 28,731 0.20
≡ AXL - American Axle & Manufacturing Holdings Add 22.79% 35,262 0.10
≡ COMM - CommScope Holding Co. Add 18.67% 462,921 1.99
≡ DXC - DXC Technology Co. Buy 775,756 10.83
≡ CBT - Cabot Corp. Buy 67,000 0.76
≡ IGT - International Game Technology Buy 193,764 0.74
≡ GT - Goodyear Tire & Rubber Buy 130,000 0.70
≡ GDI-OLD - Gardner Denver Holdings Inc. Buy 53,494 0.29
≡ TIF - Tiffany & Co. Buy 13,855 0.29
≡ GPK - Graphic Packaging Hldg Co. Buy 101,778 0.28
≡ VNTRF - Venator Materials PLC Buy 241,900 0.27
Q3  2018
≡ AVT - Avnet Inc. Add 92.48% 805,644 6.05
≡ DBDQQ-OLD - Diebold Inc. Add 0.63% 43,646 0.03
≡ KMT - Kennametal Inc. Buy 100,000 0.73
≡ TKR - Timken Co. Buy 85,000 0.71
≡ TECD - Tech Data Corp. Buy 56,000 0.67
≡ LEA - Lear Corp. Buy 25,000 0.61
≡ ADNT - Adient plc Buy 25,500 0.17
≡ TSLA - Tesla Inc. Buy 41,250 0.12
Q2  2018
≡ AVT - Avnet Inc. Add 578.98% 742,833 4.94
≡ NCR - NCR Corp. Add 47.98% 33,587 0.16
≡ COMM - CommScope Holding Co. Add 41.23% 881,228 3.99
≡ OI - O-I Glass Inc. Add 20.72% 1,635,970 4.26
≡ CCK - Crown Holdings Add 13.51% 15,262 0.11
≡ BDC - Belden Inc. Add 12.63% 8,339 0.08
≡ DBDQQ-OLD - Diebold Inc. Add 10.48% 655,000 1.21
≡ ADT - ADT Inc. Buy 549,063 0.74
≡ OSK - Oshkosh Corp. Buy 62,100 0.68
≡ WRK - WestRock Co. Buy 33,000 0.29
Q1  2018
≡ OI - O-I Glass Inc. Add 21.82% 1,414,327 4.21
≡ DBDQQ-OLD - Diebold Inc. Add 15.27% 827,855 1.75
≡ ARRS - ARRIS International plc Add 4.63% 207,722 0.76
≡ HUN - Huntsman Corp. Add 2.99% 100,069 0.40
≡ AXL - American Axle & Manufacturing Holdings Add 2.32% 8,216 0.02
≡ CCK - Crown Holdings Buy 113,000 0.79
≡ TEN-OLD - Tenneco Inc. Buy 90,717 0.68
≡ BDC - Belden Inc. Buy 66,000 0.63
≡ NAV - Navistar International Corp. Buy 115,000 0.55
≡ IP - International Paper Buy 50,000 0.37
Q4  2017
≡ AVT - Avnet Inc. Add 21.28% 40,000 0.21
≡ ARRS - ARRIS International plc Add 13.52% 534,800 1.80
≡ COMM - CommScope Holding Co. Add 3.78% 139,041 0.69
≡ OI - O-I Glass Inc. Add 2.32% 146,704 0.43
≡ LEN - Lennar Corp. Buy 89,000 0.74
≡ NCR - NCR Corp. Buy 117,631 0.52
Q3  2017
≡ AXL - American Axle & Manufacturing Holdings Add 169.07% 253,600 0.55
≡ BW - Babcock & Wilcox Enterprises Add 94.27% 36,394 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
≡ DBDQQ-OLD - Diebold Inc. Add 8.03% 481,819 1.37
≡ ALK - Alaska Air Group Buy 95,000 0.90
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
≡ DBDQQ-OLD - 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
Q1  2017
≡ ARRS - ARRIS International plc Add 782.57% 2,427,201 6.70
≡ BW - Babcock & Wilcox Enterprises Add 352.17% 81,000 0.79
≡ CSC - Computer Sciences Corp. Add 112.31% 73,000 0.52
≡ MGA - Magna International Inc. Add 59.79% 120,445 0.54
≡ EMN - Eastman Chemical Add 29.06% 352,035 2.97
≡ DBDQQ-OLD - Diebold Inc. Add 22.76% 947,025 3.04
≡ COMM - CommScope Holding Co. Add 21.07% 656,629 2.86
≡ OI - O-I Glass Inc. Add 17.14% 1,434,095 3.05
≡ SCS - Steelcase Inc. Add 12.66% 57,534 0.10
≡ RL - Ralph Lauren Corp. Buy 89,709 0.76
≡ BDC - Belden Inc. Buy 67,886 0.49
≡ MU - Micron Technology Inc. Buy 153,122 0.46