What Alex Roepers bought and sold in Q1 2026

In Q1 2026, Alex Roepers (Atlantic Investment Management) opened 4 new positions — including DOLE (5.6%), PVH (5.2%), XRAY (4.1%), added to 2, exited 3 (AXTA, FLS, ASH). The book stood at $172M across 12 positions, filed May 15, 2026.

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.