RKT
Rocket Cos Inc-class A
5 super-investors hold RKT worth a combined $763M. The largest position: Jeffrey Ubben et al at 7.0% of their portfolio. This quarter the cohort logged 0 buys and 2 sells on the name. Cohort Conviction Score: 23 — ranked #594 of 724 scored stocks. Conviction easing: 1 fewer super-investor hold it than in 2025Q4.
Why super-investors own RKT
Jeffrey Ubben dominates the cohort's $763M position, holding RKT at 7.0% of his portfolio — a $402M stake that dwarfs all other holders combined. Henry Ellenbogen is the only other meaningful presence at 2.8% and $275M; Christopher Davis, Joel Greenblatt, and First Eagle hold negligible slices. Interest built steadily from zero to a peak of three holders before reversing: this quarter, Daniel Loeb exited entirely and Ubben trimmed, leaving five owners versus six a quarter ago. The ownership trajectory — rising sharply through mid-cycle then rolling over — suggests the cohort's conviction is fading at the margin, with concentration now resting almost entirely on Ubben's continued commitment.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2020Q3 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (5) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Jeffrey Ubben et al | 7.0% | 7q | $402M | 28,214,724 |
| 2 | Henry Ellenbogen | 2.8% | 3q | $275M | 19,305,725 |
| 3 | Christopher Davis | 0.3% | 22q | $69M | 4,823,570 |
| 4 | Joel Greenblatt | <0.1% | 21q | $16M | 1,104,360 |
| 5 | First Eagle Investment Management | <0.1% | 13q | $923K | 64,764 |
Owners of RKT also hold
Recent activity (2)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Daniel Loeb | EXIT | 2.5% | -100% | $0 | May 15, 2026 |
| Jeffrey Ubben et al | TRIM | 7.0% | -28% | $402M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 77311W101. Not investment advice.