ROG
Rogers Corp
3 super-investors hold ROG worth a combined $41M. The largest position: Third Avenue Management at 2.6% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Cohort Conviction Score: 16 — ranked #693 of 724 scored stocks.
Why super-investors own ROG
Interest in ROG within this cohort is narrow and fading at the margins. Three super-investors hold a combined $41M, but the position is thinly spread — Third Avenue Management carries the highest conviction at 2.6% of its portfolio ($16M), while First Eagle Investment Management ($14M) and Joel Greenblatt ($10M) each hold negligible portfolio weights. The only activity in 2026Q1 was Third Avenue trimming its stake, the sole meaningful holder pulling back. Cohort ownership has held flat at roughly one engaged owner for at least eight quarters, suggesting this is not a name generating fresh interest across the group — ownership is stable in count but declining in enthusiasm.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2025Q3 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (3) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Third Avenue Management | 2.6% | 3q | $16M | 151,025 |
| 2 | First Eagle Investment Management | <0.1% | 3q | $14M | 131,818 |
| 3 | Joel Greenblatt | <0.1% | 29q | $10M | 94,739 |
Owners of ROG also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Third Avenue Management | TRIM | 2.6% | -24% | $16M | May 13, 2026 |
Long US equity 13F-HR filings only. CUSIP 775133101. Not investment advice.