What Alex Roepers bought and sold in Q2 2026

In Q2 2026, Alex Roepers (Atlantic Investment Management) opened 1 new position — including ASH (17.5%), added to 4, trimmed 4, exited 2 (DOLE, MHK). The book stood at $192M across 12 positions, filed Aug 14, 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.