Alex Roepers - Atlantic Investment ManagementFecha: 30 Jun 2023Inversiones: 9Valor: $203,101,000
Inversiones actuales
Stock
% de la cartera
Actividad reciente
Comparte
Precio
Valor
Precio Actual
Precio reportado
52 Week Low
52 Week High
EMN - Eastman Chemical
16.59
Add 10.89%
402,357
$83.72
$33,685,000
$75.81
-9.45%
$68.89
$90.45
TKR - Timken Co.
13.84
Add 1.33%
307,093
$91.53
$28,108,000
$70.63
-22.83%
$65.71
$94.67
WFRD - Weatherford International plc
13.06
Buy
399,501
$66.42
$26,535,000
$92.24
38.87%
$38.61
$100.93
WCC - WESCO International Inc.
12.96
Add 33.64%
147,000
$179.06
$26,322,000
$138.22
-22.81%
$116.28
$184.78
FLS - Flowserve Corp.
12.60
Reduce 11.78%
688,882
$37.15
$25,592,000
$37.29
0.38%
$28.21
$40.97
RL - Ralph Lauren Corp.
11.92
Add 4.52%
196,382
$123.30
$24,214,000
$112.88
-8.45%
$87.73
$134.87
TEX - Terex Corp.
9.49
Buy
322,000
$59.83
$19,265,000
$48.31
-19.25%
$40.29
$65.46
HUN - Huntsman Corp.
7.98
Reduce 33.92%
600,000
$27.02
$16,212,000
$23.75
-12.10%
$22.14
$32.55
CNHI - CNH Industrial NV
1.56
Add 57.14%
220,000
$14.40
$3,168,000
$10.15
-29.51%
$9.94
$17.48
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