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.
3 tracked filer(s) hold this · 0 opened, 1 added, 2 trimmed in 31-MAR-2026
Aggregate 13FScore 38 — mean of 3 scored holder(s) · buyers (new/add) avg 30. Higher = the smart money in this name has the better track record.
| Filer | 13FScore | This quarter | Shares | Value | % of their book |
|---|
| Caledonia (Private) Investments Pty Ltd (auto-surfaced) | 30 | Added +57% | 1,034,131 | $14,736,367 | 0.4% |
| Mason Morfit / ValueAct | 53 | Trimmed -28% | 28,214,724 | $402,059,817 | 7.0% |
| George Soros / Soros Fund Mgmt | 31 | Trimmed -69% | 13,467 | $191,905 | 0.0% |
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 |