Noted activist investor Alex Roepers' firm, Atlantic Investment Management, significantly reduced its holding in automotive supplier Dauch Corp (DCH) during the second quarter of 2026. According to a quarterly report filed with the SEC, which discloses trades made by June 30, Atlantic's position was cut by 63.43%, from 3.84 million shares down to 1.40 million. The reported value of the holding fell from $22.77 million to $7.61 million.
This trade marks a substantial decrease in one of the firm's portfolio holdings, reducing its weight in Atlantic's reported portfolio from over 13% to just under 4%. Dauch Corp, formerly known as American Axle & Manufacturing, is a major player in the automotive driveline and metal forming sectors. As with all 13F filings, the disclosure of this trade was delayed, reflecting portfolio changes as of the end of the previous quarter.