XRAY
Dentsply Sirona Inc
4 super-investors hold XRAY worth a combined $273M. The largest position: Alex Roepers at 4.1% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 34 — ranked #243 of 724 scored stocks. Conviction rising: 1 more super-investor hold it than in 2025Q4.
Why super-investors own XRAY
Super-investor interest in XRAY is nascent and narrow: only 4 of the tracked cohort hold the stock, and the historical ownership count shows zero presence for seven consecutive quarters before a single new position appeared in 2026Q1. That entrant is Alex Roepers, who initiated the highest-conviction stance in the group at 4.1% of his portfolio — a meaningful allocation despite the modest $7M absolute size. The remaining holders — John Rogers ($74M), First Eagle Investment Management ($175M), and Joel Greenblatt ($16M) — made no changes this quarter. The combined $273M in cohort exposure is dominated by First Eagle's passive-weight holding. Overall, interest is at best stable with one isolated signal of fresh conviction; the trend does not yet indicate broad accumulation.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2017Q4 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (4) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | First Eagle Investment Management | 0.2% | 32q | $175M | 15,127,933 |
| 2 | John Rogers | 0.8% | 2q | $74M | 6,386,815 |
| 3 | Joel Greenblatt | <0.1% | 40q | $16M | 1,393,463 |
| 4 | Alex Roepers | 4.1% | — 1q | $7M | 610,000 |
Owners of XRAY also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Alex Roepers | NEW | 4.1% | +100% | $7M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 24906P109. Not investment advice.