DOLE PLC DOLE
ORD SHS · Common Stock · CUSIP G27907107
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($5.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $12.24. Options: 6 managers hold calls ($6.0m notional), 4 hold puts ($298.1k).
Trends to Q2 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 88 |
| Q4 2022 | 78 |
| Q1 2023 | 83 |
| Q2 2023 | 111 |
| Q3 2023 | 116 |
| Q4 2023 | 151 |
| Q1 2024 | 151 |
| Q2 2024 | 155 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 34 | 50 |
| Q1 2023 | 41 | 43 |
| Q2 2023 | 78 | 34 |
| Q3 2023 | 66 | 57 |
| Q4 2023 | 92 | 49 |
| Q1 2024 | 89 | 76 |
| Q2 2024 | 79 | 75 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2023 | $2.5m | $672.2k | 0.27 |
| Q4 2023 | $5.8m | $93.0k | 0.02 |
| Q1 2024 | $5.2m | $203.5k | 0.04 |
| Q2 2024 | $6.0m | $298.1k | 0.05 |
Biggest buyers
| SOUTHEASTERN ASSET MANAGEMENT INC/TN/ | New | +1.6m |
| DIMENSIONAL FUND ADVISORS LP | Added | +667.3k |
| AMERICAN CENTURY COMPANIES INC | Added | +537.6k |
| Pale Fire Capital SE | Added | +529.7k |
| High Ground Investment Management LLP | Added | +490.4k |
| BlackRock Inc. | Added | +297.9k |
| JACOBS LEVY EQUITY MANAGEMENT, INC | Added | +241.9k |
| Nuveen Asset Management, LLC | Added | +239.8k |
| JPMORGAN CHASE & CO | Added | +160.7k |
| TCW GROUP INC | Added | +136.5k |
Biggest sellers
| REDWOOD CAPITAL MANAGEMENT, LLC | Sold out | -2.0m |
| Medina Value Partners, LLC | Sold out | -1.1m |
| MORGAN STANLEY | Reduced | -973.6k |
| Empowered Funds, LLC | Reduced | -376.9k |
| Lombard Odier Asset Management (Switzerland) SA | Sold out | -327.1k |
| Impax Asset Management Group plc | Reduced | -245.8k |
| CITADEL ADVISORS LLC | Sold out | -233.4k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Reduced | -176.8k |
| ACADIAN ASSET MANAGEMENT LLC | Reduced | -174.6k |
| Atom Investors LP | Reduced | -151.0k |
Biggest calls
| SIMPLEX TRADING, LLC | Added | $2.4m194.4k shares |
| PEAK6 Investments LLC | Added | $2.0m165.7k shares |
| CITADEL ADVISORS LLC | Added | $1.3m104.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $263.2k21.5k shares |
| GROUP ONE TRADING LLC | Reduced | $26.9k2.2k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| PEAK6 Investments LLC | Added | $225.2k18.4k shares |
| CITADEL ADVISORS LLC | Added | $53.9k4.4k shares |
| SIMPLEX TRADING, LLC | Added | $19.0k1.6k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| Barta Jan 13D · may seek influence +1.2 pts · filed 2026-10-14 | 10.2% |
Balkan Investment Unlimited Co
13D · may seek influence
filed 2026-01-12
Stated purposeThe information contained in Item 3 of this Amendment is incorporated by reference herein. All of the Ordinary Shares reported herein were acquired for investment purposes. Carl McCann, a director of the Reporting Persons, is also a director of the Issuer. Each Reporting Person intends to review its investment in any Ordinary Shares acquired on a continuing basis and may take such actions with respect to its investment in the Issuer as it deems appropriate. Each Reporting Person may in the future acquire additional Ordinary Shares or dispose of Ordinary Shares or other securities of the Issuer in the open market, in privately negotiated purchases or otherwise and may also, depending on the current circumstances, dispose of all or a portion of the Ordinary Shares or other securities of … Full filing |
7.7% |
| BlackRock, Inc. 13G · institution new · filed 2026-07-28 | 5.4% |
| DIMENSIONAL FUND ADVISORS LP 13G · institution new · filed 2026-04-09 | 5.3% |
Fell to 5% or below in the last year: VICTORY CAPITAL MANAGEMENT INC (4.7%, 2026-07-24)
Insider purchases and sales in Q2 2024
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
None reported in Q2 2024.
Holders, Q2 2024
| Manager | Shares | Change |
|---|---|---|
| Pale Fire Capital SE 11.31% of their portfolio | 8.2m $100.3m | Added +529.7k |
| Rubric Capital Management LP 1.66% of their portfolio | 5.1m $62.9m | Unchanged |
| BlackRock Inc. 0.00% of their portfolio | 4.3m $52.9m | Added +297.9k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 2.5m $30.6m | Added +160.7k |
| Impax Asset Management Group plc 0.10% of their portfolio | 2.0m $24.0m | Reduced -245.8k |
| SOUTHEASTERN ASSET MANAGEMENT INC/TN/ 0.87% of their portfolio | 1.6m $19.9m | New |
| MORGAN STANLEY 0.00% of their portfolio | 1.3m $16.3m | Reduced -973.6k |
| STATE STREET CORP 0.00% of their portfolio | 1.2m $15.2m | Added +50.3k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 1.1m $13.8m | Reduced -176.8k |
| High Ground Investment Management LLP 4.71% of their portfolio | 986.3k $12.1m | Added +490.4k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 943.7k $11.6m | Added +239.8k |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 941.3k $11.5m | Added +537.6k |
| Harber Asset Management LLC 3.03% of their portfolio | 927.3k $11.3m | Reduced -10.9k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.26% of their portfolio | 917.7k $11.2m | Added +31.7k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 903.6k $11.1m | Added +115.1k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 832.0k $10.2m | Added +667.3k |
| RENAISSANCE TECHNOLOGIES LLC 0.02% of their portfolio | 830.9k $10.2m | Added +88.9k |
| DNCA FINANCE 0.83% of their portfolio | 795.0k $9.7m | First filing |
| VANGUARD GROUP INC 0.00% of their portfolio | 694.4k $8.5m | Reduced -87.3k |
| Invesco Ltd. 0.00% of their portfolio | 601.2k $7.4m | Reduced -29.7k |
| TWO SIGMA INVESTMENTS, LP 0.02% of their portfolio | 599.6k $7.3m | Added +65.7k |
| Man Group plc 0.02% of their portfolio | 583.3k $7.1m | Added +856 |
| HPS Investment Partners, LLC 0.50% of their portfolio | 538.9k $6.6m | Unchanged |
| TCW GROUP INC 0.06% of their portfolio | 504.6k $6.2m | Added +136.5k |
| TWO SIGMA ADVISERS, LP 0.01% of their portfolio | 494.9k $6.1m | Added +50.0k |
| VOYA INVESTMENT MANAGEMENT LLC 0.01% of their portfolio | 479.0k $5.9m | Added +87.2k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.02% of their portfolio | 473.9k $5.8m | Added +241.9k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.01% of their portfolio | 471.5k $5.8m | Added +130.6k |
| Empowered Funds, LLC 0.09% of their portfolio | 440.2k $5.4m | Reduced -376.9k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 437.5k $5.4m | Reduced -28.2k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 409.5k $5.0m | Reduced -21.2k |
| Knights of Columbus Asset Advisors LLC 0.28% of their portfolio | 353.0k $4.3m | Added +3.8k |
| SHAH CAPITAL MANAGEMENT 0.80% of their portfolio | 303.7k $3.7m | Reduced -2.5k |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 298.3k $3.7m | Reduced -62.1k |
| Cubist Systematic Strategies, LLC 0.06% of their portfolio | 290.0k $3.5m | Reduced -17.3k |
| Strategic Global Advisors, LLC 0.74% of their portfolio | 288.1k $3.5m | Reduced -3.0k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 286.1k $3.5m | Added +39.5k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 268.9k $3.3m | Added +44.4k |
| Allspring Global Investments Holdings, LLC 0.01% of their portfolio | 257.2k $3.1m | Added +7.2k |
| ACADIAN ASSET MANAGEMENT LLC 0.01% of their portfolio | 255.3k $3.1m | Reduced -174.6k |
| UBS Group AG 0.00% of their portfolio | 215.7k $2.6m | Reduced -49.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 213.3k $2.6m | Added +73.5k |
| Trexquant Investment LP 0.04% of their portfolio | 198.5k $2.4m | Added +89.0k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 197.7k $2.4m | Added +31.5k |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.23% of their portfolio | 164.6k $2.0m | Reduced -29.2k |
| MARTINGALE ASSET MANAGEMENT L P 0.04% of their portfolio | 142.4k $1.7m | Reduced -23.5k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 134.8k $1.6m | Added +1.5k |
| Lesa Sroufe & Co 1.58% of their portfolio | 133.2k $1.6m | Reduced -2.5k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 128.6k $1.6m | Added +9.3k |
| Penn Capital Management Company, LLC 0.14% of their portfolio | 124.5k $1.5m | New |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 119.6k $1.5m | Added +15.4k |
| Bellecapital International Ltd. 0.30% of their portfolio | 114.0k $1.4m | Unchanged |
| Baird Financial Group, Inc. 0.00% of their portfolio | 104.9k $1.3m | Added +46.8k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 104.5k $1.3m | Added +55.5k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 104.4k $1.3m | Added +85.0k |
| Marex Group Ltd 0.03% of their portfolio | 101.5k $1.2m | Unchanged |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 87.8k $1.1m | Reduced -2.8k |
| PDT Partners, LLC 0.10% of their portfolio | 83.9k $1.0m | Reduced -16 |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 82.3k $1.0m | Added +62.0k |
| Walleye Capital LLC 0.01% of their portfolio | 82.3k $1.0m | Added +39.2k |
| PRELUDE CAPITAL MANAGEMENT, LLC 0.08% of their portfolio | 80.3k $982.7k | Reduced -2.7k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 73.7k $901.8k | Unchanged |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio | 70.3k $859.9k | New |
| Capula Management Ltd 0.01% of their portfolio | 66.8k $818.0k | Not comparable |
| SummerHaven Investment Management, LLC 0.48% of their portfolio | 59.1k $723.9k | Added +1.2k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 52.2k $638.4k | Reduced -33.8k |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.01% of their portfolio | 44.4k $543.8k | Reduced -211 |
| Summit Global Investments 0.04% of their portfolio | 44.0k $538.0k | Added +164 |
| BARCLAYS PLC 0.00% of their portfolio | 43.9k $537.8k | Reduced -23.8k |
| Balyasny Asset Management L.P. 0.00% of their portfolio | 43.8k $536.0k | Reduced -9.8k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.00% of their portfolio | 43.6k $533.1k | New |
| MetLife Investment Management, LLC 0.00% of their portfolio | 43.4k $531.6k | Added +5.3k |
| LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio | 42.9k $524.0k | New |
| Penserra Capital Management LLC 0.01% of their portfolio | 41.7k $510.0k | Added +27.5k |
| CORNERCAP INVESTMENT COUNSEL INC 0.08% of their portfolio | 41.7k $510.2k | Reduced -1.5k |
| Corebridge Financial, Inc. 0.00% of their portfolio | 40.4k $494.2k | First filing |
| Corton Capital Inc. 0.25% of their portfolio | 39.5k $483.1k | Added +5.7k |
| Engineers Gate Manager LP 0.01% of their portfolio | 39.3k $480.8k | New |
| SEI INVESTMENTS CO 0.00% of their portfolio | 36.8k $450.6k | Reduced -19.9k |
| TAM Capital Management Inc. 0.28% of their portfolio | 35.9k $438.8k | Reduced -10.3k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 35.8k $438.1k | First filing |
| Sanctuary Advisors, LLC 0.00% of their portfolio | 35.6k $434.0k | First filing |
| ArrowMark Colorado Holdings LLC 0.01% of their portfolio | 34.5k $422.8k | Unchanged |
| Total Clarity Wealth Management, Inc. 0.15% of their portfolio | 34.5k $422.4k | Reduced -3.0k |
| HARBOR CAPITAL ADVISORS, INC. 0.03% of their portfolio | 34.0k $416.0k | Reduced -19.7k |
| State of Tennessee, Department of Treasury 0.00% of their portfolio | 33.3k $407.5k | Reduced -9.8k |
| Lombard Odier Asset Management (Europe) Ltd 0.02% of their portfolio | 32.6k $399.0k | Reduced -7.3k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 30.9k $377.7k | Reduced -1.1k |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 30.5k $373.2k | Added +1.2k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 30.5k $373.1k | New |
| SG Americas Securities, LLC 0.00% of their portfolio | 30.4k $372.0k | New |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 30.1k $368.1k | Reduced -5.0k |
| Quantbot Technologies LP 0.02% of their portfolio | 29.5k $361.1k | Added +92 |
| Gotham Asset Management, LLC 0.00% of their portfolio | 29.0k $355.1k | Reduced -12.0k |
| Privium Fund Management (UK) Ltd 0.14% of their portfolio | 28.8k $354.6k | New |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 27.5k $336.1k | Added +1.2k |
| ExodusPoint Capital Management, LP 0.00% of their portfolio | 24.3k $297.0k | Reduced -110.4k |
| Ethic Inc. 0.01% of their portfolio | 24.2k $296.8k | Added +4.4k |
| Point72 Asset Management, L.P. 0.00% of their portfolio | 24.2k $295.8k | Added +1.1k |
| FOSTER & MOTLEY INC 0.02% of their portfolio | 23.4k $287.0k | Unchanged |