What Alex Roepers bought and sold in Q2 2025

In Q2 2025, Alex Roepers (Atlantic Investment Management) opened 3 new positions — including BLDR (7.1%), GT (4.8%), PVH (4.5%), added to 2, trimmed 2, exited 1 (DAR). The book stood at $196M across 11 positions, filed Aug 14, 2025.

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.