Alex Roepers - Atlantic Investment Management

History Stock Activity ▼ Share change % change to portfolio
Q3  2014
≡ OIS - Oil States International Inc. Add 11.44% 243,710 1.00
≡ TGI - Triumph Group Inc. Add 8.31% 290,995 1.25
≡ CAM - Cameron International Corp. Add 6.30% 179,431 0.79
≡ AXL - American Axle & Manufacturing Holdings Add 1.30% 14,995 0.02
≡ CYTT-OLD - Cytec Industries Add 1.29% 4,880 0.02
≡ VVX - V2X Inc. Buy 56,843 0.07
Q2  2014
≡ AXL - American Axle & Manufacturing Holdings Add 104.32% 589,418 0.73
≡ BGC-OLD - General Cable Corp. Add 69.23% 387,161 0.65
≡ TGI - Triumph Group Inc. Add 60.55% 1,320,000 6.00
≡ GT - Goodyear Tire & Rubber Add 27.01% 215,343 0.39
≡ TAM - Taminco Corp. Add 22.95% 134,786 0.20
≡ NVRI - Enviri Corp. Add 16.75% 103,303 0.18
≡ OI - O-I Glass Inc. Add 16.43% 1,326,144 2.99
≡ CYTT-OLD - Cytec Industries Add 2.06% 7,630 0.03
≡ CAM - Cameron International Corp. Add 2.02% 56,317 0.25
≡ XLS - Exelis Inc. Buy 1,078,328 1.19
≡ TEX - Terex Corp. Buy 355,000 0.95
≡ BWXT - BWX Technologies Inc. Buy 399,700 0.84
≡ RRD-OLD - RR Donnelley & Sons Co. Buy 700,000 0.77
Q1  2014
≡ TGI - Triumph Group Inc. Add 964.66% 1,975,240 8.55
≡ CYTT-OLD - Cytec Industries Add 42.21% 109,734 0.36
≡ OIS - Oil States International Inc. Add 28.95% 555,592 3.68
≡ OI - O-I Glass Inc. Add 20.90% 1,395,996 3.17
≡ TAM - Taminco Corp. Add 6.78% 37,283 0.05
≡ CAM - Cameron International Corp. Add 5.14% 136,683 0.57
≡ HAR - Harman Int'l Industries Add 1.85% 47,190 0.34
≡ NVRI - Enviri Corp. Buy 616,742 0.97
≡ BGC-OLD - General Cable Corp. Buy 559,257 0.96
≡ AXL - American Axle & Manufacturing Holdings Buy 565,000 0.70
Q4  2013
≡ CAM - Cameron International Corp. Add 848.93% 2,377,000 11.01
≡ TGI - Triumph Group Inc. Add 46.26% 64,760 0.38
≡ BHI - Baker Hughes OLD Add 3.59% 165,000 0.71
≡ GT - Goodyear Tire & Rubber Add 2.13% 19,169 0.04
≡ HAR - Harman Int'l Industries Add 2.02% 50,485 0.32
≡ NWSA - News Corp. Add 1.50% 8,986 0.01
≡ CTB - Cooper Tire & Rubber Co. Buy 1,004,409 1.88
≡ NCR - NCR Corp. Buy 383,375 1.02
≡ CYTT-OLD - Cytec Industries Buy 260,000 0.94
≡ TAM - Taminco Corp. Buy 550,000 0.87
Q3  2013
≡ OIS - Oil States International Inc. Add 28.13% 450,000 4.04
≡ HAR - Harman Int'l Industries Add 16.28% 350,000 2.01
≡ BHI - Baker Hughes OLD Add 6.98% 300,000 1.28
≡ CAM - Cameron International Corp. Buy 280,000 1.42
≡ MOS - Mosaic Co. Buy 250,000 0.93
≡ TGI - Triumph Group Inc. Buy 140,000 0.85
≡ NWSA - News Corp. Buy 600,000 0.84
≡ AXLL - Axiall Corp. Buy 213,800 0.70
≡ MRC - MRC Global Inc. Buy 300,000 0.70
Q2  2013
≡ BHI - Baker Hughes OLD Add 119.72% 2,342,922 10.07
≡ CW - Curtiss-Wright Corp. Add 38.27% 120,800 0.42
≡ AGCO - AGCO Corp. Add 8.83% 27,501 0.13
≡ HAR - Harman Int'l Industries Buy 2,150,000 10.86
≡ DRC - Dresser Rand Group Inc. Buy 257,516 1.44
≡ TEX - Terex Corp. Buy 580,000 1.42
≡ DAN - Dana Inc. Buy 400,000 0.72
Q1  2013
≡ OIS - Oil States International Inc. Add 47.42% 602,765 4.51
≡ ASH - Ashland Global Holdings Inc. Add 4.05% 97,166 0.66
≡ BHI - Baker Hughes OLD Buy 1,957,078 8.32
≡ NOV - Nov Inc. Buy 279,085 1.81
≡ CAH - Cardinal Health Inc. Buy 460,865 1.76
≡ AGCO - AGCO Corp. Buy 311,366 1.49
≡ GT - Goodyear Tire & Rubber Buy 1,190,518 1.38
Q4  2012
≡ OIS - Oil States International Inc. Add 432.07% 1,032,305 6.04
≡ WFRD - Weatherford International plc Add 145.86% 1,823,300 1.67
≡ CW - Curtiss-Wright Corp. Add 115.09% 253,328 0.68
≡ ROC-OLD2 - Rockwood Holdings Add 24.51% 960,430 3.89
≡ ASH - Ashland Global Holdings Inc. Add 17.01% 348,964 2.30
≡ OI - O-I Glass Inc. Add 6.19% 650,000 1.13
≡ TW-OLD - Towers Watson & Co. Buy 290,000 1.33
Q3  2012
≡ ROC-OLD2 - Rockwood Holdings Add 32.80% 967,724 3.62
≡ OI - O-I Glass Inc. Add 17.98% 1,600,000 2.41
≡ ENR - Energizer Holdings Inc. Add 13.53% 300,212 1.80
≡ KMT - Kennametal Inc. Add 11.52% 547,391 1.63
≡ JOY - Joy Global Inc. Add 2.26% 75,000 0.34
≡ WFRD - Weatherford International plc Buy 1,250,000 1.27
≡ CW - Curtiss-Wright Corp. Buy 220,111 0.58
Q2  2012
≡ ROC-OLD2 - Rockwood Holdings Add 109.22% 1,540,000 5.82
≡ ACM - AECOM Technology Corp. Add 83.33% 500,000 0.70
≡ SEE - Sealed Air Corp. Add 50.00% 600,000 0.79
≡ KMT - Kennametal Inc. Add 39.71% 1,350,000 3.81
≡ HAR - Harman Int'l Industries Add 27.27% 150,000 0.51
≡ JOY - Joy Global Inc. Add 23.15% 625,000 3.02
≡ CXT - Crane NXT Co. Add 20.84% 86,214 0.27
≡ OI - O-I Glass Inc. Add 3.49% 300,000 0.49
≡ CCK - Crown Holdings Add 2.74% 20,462 0.06
≡ NOV - Nov Inc. Buy 307,385 1.69
≡ OIS - Oil States International Inc. Buy 300,000 1.69
≡ MTW - Manitowoc Co. Buy 200,000 0.80