Dauch Corp (DCH) fell to 3.97% of Alex Roepers' Atlantic Investment Management portfolio in 2026 Q2, from 13.27%, according to the 13F-HR filed with the SEC on August 14, 2026. The share count dropped 63% to 1.4M shares, and the position is worth about $7.6M and ranks 9th of 12 stocks by weight.
What did the 2026 Q2 filing report for DCH?
As of June 30, 2026, from the 13F-HR filed August 14, 2026.
| Before | After | |
|---|---|---|
| Shares | 3.84M | 1.4M |
| Shares sold | -2.44M (63%) | |
| Reported value | $22.8M | $7.6M |
| Portfolio weight | 13.27% | 3.97% |
| Rank in portfolio | 9th of 12 |
How much did Alex Roepers cut DCH?
Alex Roepers sold 2.44M shares of DCH during 2026 Q2, cutting the stake from 3.84M to 1.4M. The reported value of the position fell by about $15.2M, from about $22.8M to about $7.6M.
Where does DCH sit in the Alex Roepers portfolio?
DCH ranks 9th of 12 stock positions in the Alex Roepers portfolio at 3.97%, below the fund's average stock position of 8%. The DCH cut was the 3rd largest of the quarter's 14 position changes by percent change to portfolio. The largest stock position is ASH at 17.47%. Next come APTV at 14.51% and KEX at 13.22%. The three largest stocks together are 45.21% of the book. Across the 2026 Q2 portfolio, Alex Roepers reported 12 stock positions, with 2 opened and 2 closed. The total portfolio value is about $192M, up 12% from the prior quarter.
How long has Alex Roepers held DCH?
Alex Roepers first reported DCH in the quarter ended March 31, 2014. The fund sold out of the name in 2019 Q1 and came back in 2025 Q4. The weight peaked at 13.27% in 2026 Q1. Last quarter the fund had added to the position by 104%, so the cut reverses the prior move. Every reported trade is on the Alex Roepers DCH trade history page.
Did other funds buy or sell DCH in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of August 14, 2026, 2 hold DCH. Of those, 2 added to the position this quarter and none trimmed it. The largest buyers of DCH this quarter were David Einhorn and Bill Miller. Every tracked holder of DCH is on the DCH ownership page.
FAQ
How many DCH shares did Alex Roepers sell in 2026 Q2?
Alex Roepers sold 2.44M shares of DCH, 63% of the position, leaving 1.4M shares.
What remains of the DCH position of Alex Roepers?
Alex Roepers still holds 1.4M shares of DCH, worth about $7.6M at June 30, 2026 prices.
How much of the Alex Roepers portfolio is DCH now?
DCH is 3.97% of the Alex Roepers portfolio, down from 13.27% a quarter earlier.
Did other funds trim DCH in 2026 Q2?
Among the 2 other tracked funds that hold DCH, none trimmed it in 2026 Q2 and 2 added to it.