SEC 13F Intelligence

Lone Peak Global Investors LLC / RKT

Lone Peak Global Investors LLC’s Rocket Cos Inc Position

Does Lone Peak Global Investors LLC own Rocket Cos Inc (RKT)? Yes — 1.54M shares worth $22M (+3.67% of its 13F portfolio) as of Q1 2026, up from 1.26M shares the prior filed quarter.

Position Value
$22M
Q1 2026
Shares
1.54M
% of Portfolio
+3.67%
Quarters Held
4
currently held

Position History RKT

Reported value by quarter
Q2 ’25: $11MQ2 ’25Q3 ’25: $16MQ3 ’25Q4 ’25: $24MQ4 ’25Q1 ’26: $22MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.54M$22M+3.67%
Q4 20251.26M$24M+4.13%
Q3 2025811.9K$16M+2.72%
Q2 2025810.1K$11M+2.19%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lone Peak Global Investors LLC’s full portfolio or all institutional holders of RKT.