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.
3New2Added2Trimmed1Exited
New positions (3)
Added to (2)
- GTLSChart Industries Inc+34% shares · 23.1% · $45M
- ASHAshland Inc+137% shares · 7.6% · $15M
Trimmed (2)
- APTVAptiv Plc-48% shares · 12.2% · $24M
- EMNEastman Chemical CO-46% shares · 5.1% · $10M
Exited (1)
- DARDarling Ingredients Incwas 8.9% 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.