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.StockClassValue% of total portfolioSharesPrice per share*
1HUNTSMAN CORPCOM60,279,00016.81,728,17334.88
2UNIVAR SOLUTIONS INCCOM52,820,00014.81,863,15128.35
3EASTMAN CHEM COCOM50,465,00014.1417,378120.91
4WESTROCK COCOM48,400,00013.51,091,07244.36
5AVNET INCCOM37,517,00010.5909,93541.23
6GOODYEAR TIRE & RUBR COCOM35,883,00010.01,683,04521.32
7LEAR CORPCOM NEW31,723,0008.9173,397182.95
8TIMKEN COCOM26,919,0007.5388,49969.29
9O-I GLASS INCCOM7,880,0002.2655,00012.03
10NOMAD FOODS LTDUSD ORD SHS6,144,0001.7242,00025.39

*Price per share is the stock price on the date of the portfolio.

Leave a Reply

Your email address will not be published.