Question 1

What stocks did Alex Roepers buy this quarter?

Accepted Answer

In the Q2 '26 13F filing, Alex Roepers added 2 new positions and increased 6 existing holdings, totaling $131.4M in buy activity. New positions alone account for $38.6M.

Question 2

What was Alex Roepers's biggest new buy?

Accepted Answer

Alex Roepers's largest new position in the Q2 '26 filing was ASHLAND INC (ASH) at $33.5M, representing 17.47% of the portfolio.

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
ASH	ASHLAND INC	509000	$33.5M	17.47%
VGNT	VERSIGENT PLC	120656	$5.1M	2.64%

Ticker	Company	Shares	Value	% Portfolio	Change
APTV	APTIV PLC	453842	$27.9M	14.51%	+40.5%
PVH	PVH CORPORATION	256426	$19.0M	9.92%	+100.3%
NOMD	NOMAD FOODS LTD	1333772	$14.6M	7.61%	+0.1%
ABM	ABM INDS INC	308287	$13.6M	7.10%	+40.1%
OSK	OSHKOSH CORP	83700	$12.8M	6.69%	+-38.6%
WFRD	WEATHERFORD INTL PLC	59023	$4.8M	2.51%	+-72.2%

Alex Roepers — Recent Buys

New positions (2)

Increased positions (6)