DOLE
Dole Plc
3 super-investors hold DOLE worth a combined $45M. The largest position: Alex Roepers at 5.6% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 28 — ranked #446 of 724 scored stocks. Conviction rising: 1 more super-investor hold it than in 2025Q4.
Why super-investors own DOLE
Alex Roepers initiated the most consequential move this quarter, opening a new position in DOLE that represents 5.6% of his portfolio — the highest concentration among the three cohort holders and a meaningful conviction signal from an investor known for focused, operationally-grounded picks. Mason Hawkins remains the largest dollar holder at $28M (1.4% of his portfolio), while Joel Greenblatt carries a negligible-weight position at $7M. Cohort ownership has been narrow and choppy across the past eight quarters, oscillating between one and two holders, suggesting limited broad appeal within this group. The Roepers entry brings ownership back to two, but overall interest remains thin and has not shown a clear upward trend.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2024Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (3) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Mason Hawkins | 1.4% | 8q | $28M | 1,933,708 |
| 2 | Alex Roepers | 5.6% | 2q | $10M | 675,948 |
| 3 | Joel Greenblatt | <0.1% | 18q | $7M | 508,980 |
Owners of DOLE also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Alex Roepers | NEW | 5.6% | +100% | $10M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP G27907107. Not investment advice.