Rocket Companies, Inc. (RKT): A Bull Case Theory
We came across a bullish thesis on Rocket Companies, Inc. on Value Degen’s Substack’s Substack by Unemployed Value Degen. In this article, we will summarize the bulls’ thesis on RKT.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | ValueAct Capital Jeffrey Ubben | 25,395,627 | $492,167,251 | +68% | 8.3% |
| 2. | Slate Path Capital David Greenspan | 13,795,000 | $267,347,100 | 4.14% | |
| 3. | Durable Capital Partners Henry Ellenbogen | 10,991,236 | $213,010,154 | 1.58% | |
| 4. | 8,798,400 | $170,512,992 | +47% | 0.22% | |
| 5. | Point State Capital Zach Schreiber | 8,366,054 | $162,134,127 | +138% | 2.42% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $13.79 | 318 | $4,385.22 | 707,528 | 2024-06-28 | Filing | |
| $13.80 | 316 | $4,360.80 | 707,210 | 2024-06-27 | Filing | |
| $13.61 | 165 | $2,245.65 | 706,894 | 2024-06-26 | Filing | |
| $13.81 | 311 | $4,294.91 | 706,729 | 2024-06-25 | Filing | |
| $14.01 | 310 | $4,343.10 | 706,418 | 2024-06-24 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $19.98 | 2,500 | $49,947.50 | 993,184 | 2025-12-03 | Filing | |
| $20.21 | 2,500 | $50,536.00 | 995,684 | 2025-12-02 | Filing | |
| $19.81 | 2,500 | $49,534.50 | 998,184 | 2025-12-01 | Filing | |
| $19.89 | 2,500 | $49,721.75 | 1,000,684 | 2025-11-28 | Filing | |
| $19.85 | 2,500 | $49,618.50 | 1,003,184 | 2025-11-26 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 30,831,478 | $597,514,044 | 0.16% | |
| 2. | 22,945,500 | $444,683,789 | 0.01% | |
| 3. | 15,274,368 | $296,017,245 | 0.02% | |
| 4. | 13,390,148 | $259,387,224 | 0.27% | |
| 5. | 9,280,772 | $179,861,357 | 0% |