Sector: financefintech
Conviction from: Citrini
Rocket Companies is a fintech and mortgage holding company whose Rocket Mortgage business originates and services home loans, alongside related real estate and personal finance services.
2 tracked filer(s) hold this · 0 opened, 1 added, 0 trimmed in 31-MAR-2026
Aggregate 13FScore 63 — mean of 2 scored holder(s) · buyers (new/add) avg 63. Higher = the smart money in this name has the better track record.
Beyond 13F — activists, insiders, politicians & research
3 disclosed trade(s) by 1 filer(s).
| Report | Date | Stance |
|---|
| #114 — Macro Memo: Running Hot | 2026-01-14 | LONG |
| #105 — Macro Memo: Summer is Over | 2025-09-03 | LONG |
| #104 — State of the Themes: Long GOOGL, Asian Outperformance and the Age of Virality | 2025-08-18 | LONG |
| #103 — Macro Memo: The Powell Struggle | 2025-07-27 | WATCH |
| #90 — Market Memo: Insuring Against Insanity | 2025-03-31 | LONG |
| #89 — Haves vs. Have Nots (with The Last Bear Standing) | 2025-03-30 | LONG |