Gavin Baker’s Rogers Corp ROG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$31M Buy
189,311
+3,226
+2% +$443K 0.22% 39
2026
Q1
$20M Buy
186,085
+14,165
+8% +$1.46M 0.4% 47
2025
Q4
$15.7M Buy
171,920
+2,995
+2% +$257K 0.19% 52
2025
Q3
$13.6M Sell
168,925
-19,278
-10% -$1.44M 0.26% 50
2025
Q2
$12.9M Buy
+188,203
New +$12.1M 0.36% 42

Other funds holding ROG

Gavin Baker's ROG Position: Q2 2026 in Review

Gavin Baker increased its Rogers Corp (ROG) stake by 1.7% in Q2 2026, buying an estimated $443K and bringing the position to 189,311 shares worth $31M. The position accounts for 0.22% of the portfolio, ranked #39.

Gavin Baker first reported a position in ROG in Q2 2025 and has held it in 5 quarters since. 309 funds tracked by Wall St. Rank hold ROG as of Q2 2026.

  • Gavin Baker held 189,311 shares of Rogers Corp worth $31M as of Q2 2026.
  • Gavin Baker bought 3,226 Rogers Corp shares in Q2 2026, an estimated $443K.
  • Rogers Corp made up 0.22% of Gavin Baker's portfolio in Q2 2026, its #39 holding.
  • Gavin Baker first reported a position in Rogers Corp in Q2 2025 and has held it in 5 quarters since.
  • 309 funds tracked by Wall St. Rank held Rogers Corp as of Q2 2026.

Based on Atreides Management's 13F filing for Q2 2026, filed 14 Aug 2026.