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*|
|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|
|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|
|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.