DCH
Dauch Corporation
3 super-investors hold DCH worth a combined $37M. The largest position: Alex Roepers at 13.3% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 42 — ranked #99 of 724 scored stocks.
Why super-investors own DCH
Alex Roepers is the dominant force in the cohort's DCH exposure, with a 13.3% portfolio concentration and $23M in notional value — a notably high-conviction bet by any measure. Roepers added to his position in 2026Q1, reinforcing his commitment as the clear anchor owner. Bill Miller ($8M, 2.2%) and Joel Greenblatt ($6M, effectively a rounding error at 0.0%) round out a thin cohort of just three holders. Broader interest has been slow to develop: owner count held at one for six consecutive quarters before ticking to two in 2025Q3 and staying there. With no new entrants and no exits this quarter, the picture is one of stable but narrowly concentrated ownership, driven almost entirely by Roepers.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2017Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (3) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Alex Roepers | 13.3% | 10q | $23M | 3,840,000 |
| 2 | Bill Miller | 2.2% | 17q | $8M | 1,395,905 |
| 3 | Joel Greenblatt | <0.1% | 40q | $6M | 972,300 |
Owners of DCH also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Alex Roepers | ADD | 13.3% | +104% | $23M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 024061103. Not investment advice.