Alex Roepers (Atlantic Investment Management) Portfolio September 30, 2021
Alex Roepers, revealed in a recent regulatory filing his newest positions. In his Atlantic Investment Management’s portfolio you can find the top 11 holdings based on Roepers’s 13F filings as of September 30, 2021.
| No. | Stock | Class | Value | % of total portfolio | Shares | Price per share* |
| 1 | HUNTSMAN CORP | COM | 55,394,000 | 18.6 | 1,872,035 | 29.59 |
| 2 | UNIVAR SOLUTIONS INC | COM | 48,850,000 | 16.4 | 2,050,786 | 23.82 |
| 3 | WESTROCK CO | COM | 46,884,000 | 15.7 | 940,875 | 49.83 |
| 4 | GOODYEAR TIRE & RUBR CO | COM | 31,438,000 | 10.6 | 1,776,180 | 17.7 |
| 5 | LEAR CORP | COM NEW | 30,844,000 | 10.4 | 197,111 | 156.48 |
| 6 | AVNET INC | COM | 30,350,000 | 10.2 | 820,945 | 36.97 |
| 7 | BERRY GLOBAL GROUP INC | COM | 26,337,000 | 8.8 | 432,609 | 60.88 |
| 8 | EASTMAN CHEM CO | COM | 10,074,000 | 3.4 | 100,000 | 100.74 |
| 9 | O-I GLASS INC | COM | 9,347,000 | 3.1 | 655,000 | 14.27 |
| 10 | BUILDERS FIRSTSOURCE INC | COM | 5,174,000 | 1.7 | 100,000 | 51.74 |
| 11 | NOMAD FOODS LTD | USD ORD SHS | 3,032,000 | 1.0 | 110,000 | 27.56 |
*Price per share is the stock price on the date of the portfolio.