SEC 13F Intelligence

Mount Lucas Management LP / RKT

Mount Lucas Management LP’s Rocket Cos Inc Position

Does Mount Lucas Management LP own Rocket Cos Inc (RKT)? Yes — 323.0K shares worth $5M (+1.70% of its 13F portfolio) as of Q1 2026, up from 33.0K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
323.0K
% of Portfolio
+1.70%
Quarters Held
3
currently held

Position History RKT

Reported value by quarter
Q3 ’25: $658,920Q3 ’25Q4 ’25: $638,880Q4 ’25Q1 ’26: $5MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026323.0K$5M+1.70%
Q4 202533.0K$638,880+0.26%
Q3 202534.0K$658,920+0.27%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Mount Lucas Management LP’s full portfolio or all institutional holders of RKT.