Alex Roepers (Atlantic Investment Management) Portfolio December 31, 2021
Alex Roepers, revealed in a recent regulatory filing his newest positions. In his Atlantic Investment Management’s portfolio you can find the top 10 holdings based on Roepers’s 13F filings as of December 31, 2021.
I also made more detailed analysis of the top 5 holdings. Check here for latest Alex Roepers Portfolio Analysis.
| No. | Stock | Class | Value | % of total portfolio | Shares | Price per share* |
| 1 | HUNTSMAN CORP | COM | 60,279,000 | 16.8 | 1,728,173 | 34.88 |
| 2 | UNIVAR SOLUTIONS INC | COM | 52,820,000 | 14.8 | 1,863,151 | 28.35 |
| 3 | EASTMAN CHEM CO | COM | 50,465,000 | 14.1 | 417,378 | 120.91 |
| 4 | WESTROCK CO | COM | 48,400,000 | 13.5 | 1,091,072 | 44.36 |
| 5 | AVNET INC | COM | 37,517,000 | 10.5 | 909,935 | 41.23 |
| 6 | GOODYEAR TIRE & RUBR CO | COM | 35,883,000 | 10.0 | 1,683,045 | 21.32 |
| 7 | LEAR CORP | COM NEW | 31,723,000 | 8.9 | 173,397 | 182.95 |
| 8 | TIMKEN CO | COM | 26,919,000 | 7.5 | 388,499 | 69.29 |
| 9 | O-I GLASS INC | COM | 7,880,000 | 2.2 | 655,000 | 12.03 |
| 10 | NOMAD FOODS LTD | USD ORD SHS | 6,144,000 | 1.7 | 242,000 | 25.39 |
*Price per share is the stock price on the date of the portfolio.