Question 1

What stocks did Barry Rosenstein buy this quarter?

Accepted Answer

In the Q2 '26 13F filing, Barry Rosenstein added 0 new positions and increased 6 existing holdings, totaling $894.6M in buy activity. New positions alone account for $0.

Question 2

What was Barry Rosenstein's biggest new buy?

Accepted Answer

Barry Rosenstein did not open any new positions in the Q2 '26 filing.

Question 3

How are these "buys" calculated?

Accepted Answer

Buys are derived from quarter-over-quarter changes in 13F filings. NEW positions are stocks not held in the previous quarter; INCREASED positions are existing holdings where share count grew. 13F filings have a ~45-day reporting lag from the SEC.

Ticker	Company	Shares	Value	% Portfolio	Change
COO	COOPER COS INC	3582480	$256.9M	13.50%	+0.5%
LW	LAMB WESTON HLDGS INC	5394635	$232.9M	12.25%	+7.7%
MKL	MARKEL GROUP INC	76743	$149.9M	7.88%	+1.9%
ALKT	ALKAMI TECHNOLOGY INC	6747707	$122.3M	6.43%	+24.2%
P	EVERPURE INC	989196	$77.9M	4.10%	+-5.1%
RPD	RAPID7 INC	6749936	$54.7M	2.87%	+0.1%

Barry Rosenstein — Recent Buys

Increased positions (6)