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  WESCO International, Inc. (WCC)
← All WCC superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q3 0 0.00 Sell 100.00% 3.07 $183.00–228.35 · VW $209.83i SEC
2025   Q2 32,500 3.07 $185.20 $6,019,000 SEC
2025   Q1 32,500 2.82 $155.30 $5,047,250 SEC
2024   Q4 32,500 2.84 Reduce 83.25% 13.24 $162.36–216.17 · VW $191.77i $5,881,200 SEC
2024   Q3 194,000 15.91 Add 15.82% 2.17 $143.06–184.09 · VW $164.79i $32,588,120 SEC
2024   Q2 167,500 11.96 Reduce 16.42% 2.47 $151.30–192.00 · VW $168.25i $26,552,100 SEC
2024   Q1 200,400 15.07 Add 9.39% 1.29 $132.37–195.43 · VW $162.93i $34,324,512 SEC
2023   Q4 183,200 14.55 Reduce 6.48% 0.91 $122.30–179.65 · VW $146.81i $31,854,816 SEC
2023   Q3 195,900 14.04 Add 33.27% 3.50 $143.59–185.23 · VW $163.76i $28,174,338 SEC
2023   Q2 147,000 12.96 Add 33.64% 3.26 $121.91–180.08 · VW $150.80i $26,321,820 SEC
2023   Q1 110,000 9.17 Buy 9.17 $121.53–175.00 · VW $153.33i $16,999,400 SEC
2015   Q4 0 0.00 Sell 100.00% 9.23 $39.62–52.26 · VW $46.75i SEC
2015   Q3 2,085,610 9.23 Reduce 7.25% 0.77 $45.47–69.57 · VW $56.85i $96,918,000 SEC
2015   Q2 2,248,553 10.69 Add 125.40% 5.95 $66.51–74.61 · VW $70.95i $154,340,678 SEC
2015   Q1 997,582 5.24 Buy 5.24 $65.38–77.40 · VW $69.37i $69,721,000 SEC
Price snapshot:
Current price$330.84
52-week low$194.05
52-week high$377.35