Advisory Research’s Gibraltar Industries ROCK Stock Holding History

Advisory Research’s Portfolio ROCK Stock Details ROCK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$39.1M	Buy	+986,925	New	+$44.3M	4.14%	4
2020 Q2	–	Sell	-18,864	Closed	-$810K	–	342
2020 Q1	$810K	Buy	18,864 +8,699	+86%	+$435K	0.06%	147
2019 Q4	$513K	Buy	+10,165	New	+$511K	0.02%	239
2017 Q2	–	Sell	-50,488	Closed	-$2.08M	–	448
2017 Q1	$2.08M	Buy	50,488 +2,917	+6%	+$122K	0.03%	244
2016 Q4	$1.98M	Buy	+47,571	New	+$1.97M	0.03%	213

Other funds holding ROCK

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Militia Capital Management Austin, Texas $4B AUM

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Advisory Research's ROCK Position: Q3 2026 in Review

Advisory Research opened a new position in Gibraltar Industries (ROCK) in Q3 2026: 986,925 shares worth $39.1M. The stake represents 4.14% of the portfolio and ranks #4 among its holdings. This is a return to the name: Advisory Research previously reported a position in ROCK as recently as Q1 2020.

Advisory Research first reported a position in ROCK in Q4 2016 and has held it in 5 quarters since. 147 funds tracked by Wall St. Rank hold ROCK as of Q3 2026.

Advisory Research held 986,925 shares of Gibraltar Industries worth $39.1M as of Q3 2026.
Gibraltar Industries was a new Advisory Research position in Q3 2026.
Gibraltar Industries made up 4.14% of Advisory Research's portfolio in Q3 2026, its #4 holding.
Advisory Research first reported a position in Gibraltar Industries in Q4 2016 and has held it in 5 quarters since.
147 funds tracked by Wall St. Rank held Gibraltar Industries as of Q3 2026.

Based on Advisory Research's 13F filing for Q3 2026, filed 12 Nov 2026.