Is Rogers Corporation (ROG) A Good Stock To Buy Now?
Is ROG a good stock to buy? We came across a bullish thesis on Rogers Corporation on InfoArb Sheets’s Substack. In this article, we will summarize the bulls’ thesis on ROG.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Starboard Value LP Jeffrey Smith | 584,328 | $62,715,924 | -52% | 1.37% |
| 2. | ACK Asset Management Richard S. Meisenberg | 475,000 | $50,981,750 | +9% | 6.36% |
| 3. | Clearline Capital Marc Majzner | 468,423 | $50,275,841 | -1% | 2.61% |
| 4. | GAMCO Investors Mario Gabelli | 191,264 | $20,528,365 | -6% | 0.2% |
| 5. | Atreides Management Gavin Baker | 186,085 | $19,972,503 | +9% | 0.4% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $148.06 | 315 | $46,638.84 | 615 | 2023-08-09 | Filing | |
| $150.04 | 3,350 | $502,634.00 | 3,350 | 2023-08-08 | Filing | |
| $162.01 | 300 | $48,604.20 | 300 | 2023-05-01 | Filing | |
| $100.10 | 2,000 | $200,193.40 | 12,047 | 2022-11-21 | Filing | |
| $100.20 | 1,000 | $100,200.00 | 13,047 | 2022-11-22 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $135.91 | 830 | $112,805.30 | 5,515 | 2026-05-01 | Filing | |
| $132.63 | 1,430 | $189,665.19 | 4,260 | 2026-04-30 | Filing | |
| $131.56 | 967 | $127,219.39 | 5,690 | 2026-04-30 | Filing | |
| $111.31 | 954 | $106,190.69 | 7,769 | 2026-03-02 | Filing | |
| $107.28 | 673 | $72,202.40 | 9,074 | 2026-02-20 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 3,311,919 | $355,468,234 | 0.01% | |
| 2. | 1,519,040 | $163,038,563 | 0.03% | |
| 3. | 1,348,281 | $144,711,000 | 0% | |
| 4. | 798,204 | $85,671,235 | 0% | |
| 5. | 720,803 | $77,363,469 | 0.02% |