Alex Roepers - Atlantic Investment Management, Inc.

Alex Roepers - Atlantic Investment Management

Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    12
Portfolio value:    $171,658,756

Holdings Activity Buys Sells History

Holding/activity history for Direxion Shs Etf Tr (CHAD)

Period	Shares	% of Portfolio	Activity	% Change to Portfolio	Price	Value	Filing
2015 Q4	0	0.00	Sell 100.00%	0.07	$40.01–50.83 · VW $44.79i		SEC
2015 Q3	14,000	0.07	Buy	0.07	$43.06–64.45 · VW $52.51i IPO/listing quarter	$708,000	SEC