What Alex Roepers bought and sold in Q1 2025
In Q1 2025, Alex Roepers (Atlantic Investment Management) opened 3 new positions — including APTV (22.4%), EMN (12.4%), ASH (4.1%), added to 1, exited 3 (FMC, GT, HUN). The book stood at $179M across 9 positions, filed May 15, 2025.
3New1Added0Trimmed3Exited
New positions (3)
- APTVAptiv Plc22.4% · $40M
- EMNEastman Chemical CO12.4% · $22M
- ASHAshland Inc4.1% · $7M
Added to (1)
Exited (3)
- FMCFmc Corpwas 7.5% of book
- GTGoodyear Tire & Rubber COwas 5.7% of book
- HUNHuntsman Corpwas 1.7% of book
Alex Roepers's other filings
Changes vs the prior quarter's 13F, long US equity positions only (no shorts, options, or non-US listings). ADD/TRIM are share- count changes of ±20% or more. Sourced from SEC EDGAR. Not investment advice.