NOMD

Nomad Foods Ltd

2 super-investor ownerscombined $15Mlargest position 7.5%

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2 super-investors hold NOMD worth a combined $15M. The largest position: Alex Roepers at 7.5% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 40 — ranked #122 of 724 scored stocks.

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Why super-investors own NOMD

Alex Roepers is the dominant force behind cohort interest in NOMD, carrying a 7.5% portfolio allocation worth roughly $13M — a high-conviction position by any measure — and adding to it again in 2026Q1. Joel Greenblatt holds a token $2M stake that rounds to 0.0% of his portfolio, suggesting an incidental or residual position rather than active conviction. The cohort count has held at just one meaningful owner for three consecutive quarters, with no new entrants and no exits, indicating interest is neither growing nor collapsing but remains narrowly concentrated. At the cohort level, this is essentially a Roepers-specific thesis; without additional managers initiating positions, broader super-investor interest in the European frozen foods consolidator appears limited.

AI-synthesized from 13F filings. Not investment advice.