What Alex Roepers bought and sold in Q3 2025

In Q3 2025, Alex Roepers (Atlantic Investment Management) opened 5 new positions — including AXTA (12.6%), GPK (7.3%), NOMD (5.5%), trimmed 4, exited 5 (BLDR, EMN, GT). The book stood at $174M across 11 positions, filed Nov 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.