0.21% Percent of George Soros’ Stock Portfolio is in These 5 Small-Cap Stocks

2. Rogers Corp (NYSE:ROG)

Soros Fund Management Equity Stake: $3.41 Million

Number of Hedge Fund Holders: 24

Rogers Corp (NYSE:ROG) is one of the small cap stocks that make up 0.28% of George Soros stock portfolio. On April 3, Rogers Corp (NYSE:ROG) announced that Senior VP and Chief Administrative Officer Michael Webb will depart on March 13, 2026. Per the company’s SEC filing, he will receive severance under the Executive Severance Plan, contingent on signing a release and complying with non‑compete and non‑solicitation covenants.

In late February, Rogers Corp (NYSE:ROG) announced the launch of a new foam material under its Poron product line. Called Poron ReSource30 polyurethane, this foam is aimed at sustainability-focused customers.

Rogers said that its Poron ReSource30 polyurethane material is an innovative formulation made with bio-based and recycled raw materials. This foam provides the same reliability and performance of legacy Poron products, except it’s backed by a more sustainable supply chain.

Notably, the launch of the Poron ReSource30 polyurethane for the sustainability market fits into Rogers Corp’s broader product innovation effort. While releasing their Q4 and full-year 2025 results on February 17, Rogers management said they were entering 2026 with an enhanced innovation strategy.

Among the company’s focus areas in 2026 is prioritizing development activities in order to increase the rate of new product introductions. The company’s other growth objectives this year include securing design wins in new market segments with key customers. Additionally, the company plans to leverage its existing capacity to bolster its competitiveness and capture more market share in all regions.

The Rogers management counts on the company’s healthy balance sheet and streamlined operating strategy to help it achieve these growth goals. The management anticipates $30 million to $40 million in capital expenditures in 2026. Rogers generated $71 million in free cash flow in 2025, and wrapped up the year with $197.0 million in cash and cash equivalents.

Rogers Corp (NYSE:ROG) designs, develops, and manufactures specialty engineered materials. The materials are engineered for high-performance and reliability. These materials are used in areas like defense, power, automotive, and wireless infrastructure. Rogers Corp was founded in 1832 and is based in Arizona.