On February 13, 2026, ACK Asset Management LLC disclosed a new position in Rogers (NYSE:ROG), acquiring 436,707 shares in an estimated $39.99 million trade.
According to an SEC filing dated February 13, 2026, ACK Asset Management LLC initiated a new position in Rogers (NYSE:ROG), acquiring 436,707 shares. The estimated transaction value was $39.99 million.
This was a new position, representing 5.0% of the fund’s 13F assets under management as of December 31, 2025.
Top five holdings after the filing:
NYSE: MTRN: $59.03 million (7.5% of AUM)
NYSE: GVA: $57.67 million (7.3% of AUM)
NYSE: WMS: $56.48 million (7.1% of AUM)
NYSE: ATS: $50.84 million (6.4% of AUM)
NYSE: CNM: $46.77 million (5.9% of AUM)
As of February 12, 2026, Rogers shares were priced at $108.98, up 25.0% over the past year and outperforming the S&P 500 by 12.1 percentage points.
Metric
Value
Price (as of market close February 12, 2026)
$108.98
Market capitalization
$1.92 billion
Revenue (TTM)
$801.5 million
Net income (TTM)
($66.9 million)
Rogers provides engineered materials and components, including circuit materials, ceramic substrates, busbars, cooling solutions, polyurethane and silicone materials, and elastomer components.
It generates revenue by designing, manufacturing, and selling advanced materials for use in electric vehicles, wireless infrastructure, automotive, aerospace, defense, clean energy, and industrial applications.
Primary customers include manufacturers in the EV/HEV, wireless, automotive, aerospace, defense, industrial, and mass transit sectors worldwide.
Rogers is a global provider of high-performance engineered materials, serving diverse markets with a focus on advanced electronics and elastomeric solutions.
Engineered materials suppliers do not always flash headline growth, but they tend to show up when end markets quietly turn.
Rogers delivered $216.0 million in third quarter sales, up 6.5% sequentially, with gross margin expanding to 33.5%. Adjusted earnings per share jumped to $0.90 from $0.34 in…
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