What Makes Rollins (ROL) an Attractive Investment?
Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” first-quarter 2026 investor letter. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Markel Gayner Asset Management Tom Gayner | 1,498,025 | $80,009,516 | +1% | 0.67% |
| 2. | Lee Munder Capital Group Lee Munder | 163,227 | $8,717,954 | +28% | 0.52% |
| 3. | Leucadia National Ian Cumming And Joseph Steinberg | 122,221 | $6,527,823 | -50% | 0.04% |
| 4. | Bayforest Capital Theodoros Tsagaris | 1,262 | $67,403 | -37% | 0.08% |
| 5. | Fisher Asset Management Ken Fisher | 0 | $0 | 0% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $36.00 | 5,560 | $200,160.00 | 7,927 | 2023-09-12 | Filing | |
| $37.93 | 13 | $493.09 | 38,234 | 2021-09-14 | Filing | |
| $39.05 | 41 | $1,601.05 | 38,221 | 2021-09-10 | Filing | |
| $38.96 | 12 | $467.52 | 38,180 | 2021-08-31 | Filing | |
| $37.85 | 13 | $492.05 | 38,168 | 2021-08-17 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $59.36 | 14,201 | $842,971.36 | 55,977 | 2026-02-25 | Filing | |
| $62.83 | 10,355 | $650,604.65 | 5,312,114 | 2026-01-28 | Filing | |
| $62.83 | 1,329 | $83,501.07 | 58,832 | 2026-01-28 | Filing | |
| $62.83 | 323 | $20,294.09 | 28,021 | 2026-01-28 | Filing | |
| $62.83 | 1,307 | $82,118.81 | 327,079 | 2026-01-28 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 19,683,655 | $1,051,304,014 | 0.03% | |
| 2. | 16,458,385 | $879,042,343 | 0.05% | |
| 3. | 3,669,234 | $195,973,788 | 1.3% | |
| 4. | 3,131,337 | $167,260,366 | 0.65% | |
| 5. | 2,908,818 | $155,335,364 | 0.16% |