Alex Roepers - Atlantic Investment Management

History Stock Activity Share change % change to portfolio ▼
Q2  2018
≡ NAV - Navistar International Corp. Reduce 29.70% 34,160 0.22
≡ AXL - American Axle & Manufacturing Holdings Reduce 24.07% 87,078 0.21
Q1  2018
≡ COMM - CommScope Holding Co. Reduce 44.03% 1,681,900 9.25
≡ EMN - Eastman Chemical Reduce 19.57% 220,506 3.20
≡ ALK - Alaska Air Group Sell 100.00% 89,000 0.86
≡ IGT - International Game Technology Sell 100.00% 240,000 0.83
≡ AVT - Avnet Inc. Reduce 43.73% 99,700 0.58
≡ LSKD - LSC Communications Inc. Reduce 42.02% 148,248 0.36
≡ SCS - Steelcase Inc. Reduce 25.46% 122,911 0.23
≡ NCR - NCR Corp. Reduce 40.49% 47,631 0.20
≡ LEN - Lennar Corp. Reduce 0.62% 548 0.00
Q4  2017
≡ DBDQQ-OLD - Diebold Inc. Reduce 16.38% 1,061,978 2.27
≡ EMN - Eastman Chemical Reduce 7.49% 91,224 1.11
≡ HUN - Huntsman Corp. Reduce 4.02% 139,940 0.61
≡ KS - KapStone Paper and Packaging Corp. Sell 100.00% 190,000 0.51
≡ BW - Babcock & Wilcox Enterprises Sell 100.00% 75,000 0.31
≡ IGT - International Game Technology Reduce 17.24% 50,000 0.17
≡ LSKD - LSC Communications Inc. Reduce 18.90% 82,244 0.16
≡ AXL - American Axle & Manufacturing Holdings Reduce 12.39% 50,000 0.11
≡ ALK - Alaska Air Group Reduce 6.32% 6,000 0.06
Q3  2017
≡ OI - O-I Glass Inc. Reduce 24.42% 2,046,361 6.41
≡ EMN - Eastman Chemical Reduce 28.42% 483,508 5.45
≡ HUN - Huntsman Corp. Reduce 19.60% 848,843 2.90
≡ COMM - CommScope Holding Co. Reduce 13.73% 585,548 2.42
≡ ARRS - ARRIS International plc Reduce 7.59% 324,853 1.15
≡ 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
≡ IGT - International Game Technology Reduce 29.65% 122,247 0.38
≡ ADNT - Adient plc Sell 100.00% 50,000 0.34
≡ TGI - Triumph Group Inc. Reduce 23.07% 53,993 0.20
≡ ZTO - ZTO Express Sell 100.00% 127,400 0.18
≡ SCS - Steelcase Inc. Reduce 1.01% 4,904 0.01
Q2  2017
≡ HAR - Harman Int'l Industries Sell 100.00% 1,030,435 12.00
≡ TGI - Triumph Group Inc. Reduce 86.39% 1,484,990 4.82
≡ OI - O-I Glass Inc. Reduce 14.48% 1,418,640 3.49
≡ GT - Goodyear Tire & Rubber Sell 100.00% 330,000 1.24
≡ CSC - Computer Sciences Corp. Sell 100.00% 138,000 0.99
≡ BW - Babcock & Wilcox Enterprises Reduce 62.88% 65,395 0.80
≡ RL - Ralph Lauren Corp. Sell 100.00% 89,709 0.76
≡ MGA - Magna International Inc. Reduce 46.15% 148,546 0.71
≡ ODP - ODP Corp. Sell 100.00% 123,383 0.60
≡ BDC - Belden Inc. Sell 100.00% 67,886 0.49
≡ MU - Micron Technology Inc. Sell 100.00% 153,122 0.46
≡ SCS - Steelcase Inc. Reduce 4.78% 24,505 0.04
Q1  2017
≡ GT - Goodyear Tire & Rubber Reduce 88.94% 2,654,730 9.98
≡ TGI - Triumph Group Inc. Reduce 28.95% 700,542 1.88
≡ HAR - Harman Int'l Industries Reduce 8.41% 94,591 1.10
≡ ABG - Asbury Automotive Group Inc. Sell 100.00% 137,881 1.05
≡ SPLS - Staples Inc. Sell 100.00% 745,236 0.83
≡ PAY - Verifone Systems Inc. Sell 100.00% 347,836 0.76
≡ CTB - Cooper Tire & Rubber Co. Sell 100.00% 100,000 0.48
≡ OSK - Oshkosh Corp. Sell 100.00% 60,000 0.48
≡ ODP - ODP Corp. Reduce 26.57% 44,648 0.22
Q4  2016
≡ EMN - Eastman Chemical Reduce 37.97% 741,631 6.89
≡ HAR - Harman Int'l Industries Reduce 30.07% 483,718 6.64
≡ IM - Ingram Micro Inc. Sell 100.00% 1,174,191 5.47
≡ OI - O-I Glass Inc. Reduce 15.02% 1,479,083 3.18
≡ GT - Goodyear Tire & Rubber Reduce 21.38% 811,746 3.09
≡ TGI - Triumph Group Inc. Reduce 21.95% 680,628 2.23
≡ ALK - Alaska Air Group Sell 100.00% 113,969 0.98
≡ RHI - Robert Half International Sell 100.00% 177,209 0.88
≡ SPR - Spirit AeroSystems Holdings Inc. Sell 100.00% 150,603 0.88
≡ PAY - Verifone Systems Inc. Reduce 15.27% 62,711 0.14
≡ ODP - ODP Corp. Reduce 0.64% 1,082 0.01
Q3  2016
≡ HAR - Harman Int'l Industries Reduce 23.93% 505,962 5.58
≡ GT - Goodyear Tire & Rubber Reduce 12.82% 558,231 2.35
≡ OI - O-I Glass Inc. Reduce 4.96% 513,647 1.23
≡ CTB - Cooper Tire & Rubber Co. Sell 100.00% 283,742 1.10
≡ TIF - Tiffany & Co. Sell 100.00% 125,111 0.98
≡ HPE - Hewlett Packard Enterprise Sell 100.00% 307,746 0.73
≡ ITT - ITT Inc. Sell 100.00% 153,591 0.64
≡ IM - Ingram Micro Inc. Reduce 9.62% 124,957 0.58
≡ SPR - Spirit AeroSystems Holdings Inc. Reduce 36.44% 86,353 0.50
≡ IPGP - IPG Photonics Corp. Sell 100.00% 37,000 0.38
≡ RHI - Robert Half International Reduce 29.37% 73,704 0.37
≡ GPI - Group 1 Automotive Sell 100.00% 56,880 0.36
≡ ALK - Alaska Air Group Reduce 23.44% 34,886 0.30
Q2  2016
≡ FMC - FMC Corp. Sell 100.00% 2,697,700 11.88
≡ IM - Ingram Micro Inc. Reduce 64.97% 2,409,147 10.85
≡ TGI - Triumph Group Inc. Reduce 26.23% 1,026,044 4.72
≡ OI - O-I Glass Inc. Reduce 14.84% 1,805,102 4.21
≡ ASH - Ashland Global Holdings Inc. Sell 100.00% 104,757 1.26
≡ MGA - Magna International Inc. Sell 100.00% 224,947 1.05
≡ AXL - American Axle & Manufacturing Holdings Sell 100.00% 579,275 0.97
≡ LEA - Lear Corp. Sell 100.00% 75,132 0.91
≡ KLXI - KLX Inc. Sell 100.00% 212,511 0.75
≡ EMN - Eastman Chemical Reduce 5.09% 76,827 0.68
≡ HPE - Hewlett Packard Enterprise Reduce 45.28% 254,627 0.60
Q1  2016
≡ GT - Goodyear Tire & Rubber Reduce 21.16% 1,061,055 3.82
≡ FMC - FMC Corp. Reduce 21.86% 754,727 3.32
≡ IM - Ingram Micro Inc. Reduce 17.90% 808,646 3.17
≡ EMN - Eastman Chemical Reduce 11.79% 201,725 1.59
≡ OSK - Oshkosh Corp. Sell 100.00% 332,431 1.34
≡ HPQ - HP Inc. Sell 100.00% 773,250 1.21
≡ SPXC - SPX Corp. Sell 100.00% 285,241 0.82
≡ CSX - CSX Corp. Sell 100.00% 907,389 0.81
≡ CXT - Crane NXT Co. Sell 100.00% 164,839 0.81
≡ KEX - Kirby Corp. Sell 100.00% 105,301 0.57
≡ UNF - UniFirst Corp. Sell 100.00% 41,464 0.45