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Alex Roepers' Atlantic Investment Management increased its XRAY position by 261%, from 4.12% to 12.18% of the portfolio.

Now holds 2,203,000 shares worth $23.37M.
Published · Based on SEC filings

High impact
Major add
2026 Q2

Alex Roepers' Atlantic Investment Management bought 1.59M shares more of Dentsply Sirona Inc (XRAY) in 2026 Q2, according to the 13F-HR filed with the SEC on August 14, 2026, a 261% increase in the share count. Alex Roepers now holds 2.2M shares worth about $23.4M, 12.18% of the portfolio against 4.12% a quarter earlier.

What did the 2026 Q2 filing report for XRAY?

As of June 30, 2026, from the 13F-HR filed August 14, 2026.

Before After
Shares 610K 2.2M
Shares added +1.59M (261%)
Reported value $7.1M $23.4M
Portfolio weight 4.12% 12.18%
Rank in portfolio 4th of 12

How much did Alex Roepers add to XRAY?

Alex Roepers added 1.59M shares of XRAY during 2026 Q2, taking the stake from 610K to 2.2M. The reported value of the position rose by about $16.3M, from about $7.1M to about $23.4M.

Where does XRAY sit in the Alex Roepers portfolio?

XRAY ranks 4th of 12 stock positions in the Alex Roepers portfolio at 12.18%, above the fund's average stock position of 8%. The XRAY addition was the 2nd 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.

Alex Roepers buys and sells, 2026 Q2

How long has Alex Roepers held XRAY?

Alex Roepers first reported XRAY in the quarter ended March 31, 2026. Every reported trade is on the Alex Roepers XRAY trade history page.

Alex Roepers shares of XRAY by quarter

FAQ

How many XRAY shares did Alex Roepers buy in 2026 Q2?

Alex Roepers added 1.59M shares of XRAY, a 261% increase, to 2.2M shares.

What is the XRAY position of Alex Roepers worth now?

The XRAY position of Alex Roepers is worth about $23.4M at June 30, 2026 prices, 12.18% of the portfolio.

Is XRAY a top holding of Alex Roepers?

XRAY ranks 4th of 12 stock positions in the Alex Roepers portfolio, at 12.18%.

Source: based on original SEC filings

Figures are from the fund's 13F, which lists long US-listed positions at quarter-end prices. Cash, short positions and most non-US holdings are not reported.
Stocks mentioned
Amelia Ingram
Amelia Ingram
Valuesider analyst