Position in RKT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$519,750
-$4,083,000 QoQ
Shares Held
33,000
-89.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#423
of 787 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RKT Over Time
Shares Held
Position Value (USD)
Derivatives in RKT
reported options exposure · as of Dec 31, 2025CallValue
$5,614,400
CallShares
290,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026Mount Lucas Management LP holds $1,115,150 across 2 Mortgage Finance names. RKT ranks #2 (46.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UWMC |
UWM Holdings Corp
|
260,000 | $595,400 | |
| 2 | RKT |
Rocket Companies, Inc.
This page
|
33,000 | $519,750 |
All Filings in RKT
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $519,750 | 33,000 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $4,602,750 | 323,000 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $638,880 | 33,000 | Shares | Sole | 2026-02-05 | |
| 2025-12-31 | $5,614,400 | 290,000 | Call | Sole | 2026-02-05 | |
| 2025-09-30 | $658,920 | 34,000 | Shares | Sole | 2025-11-10 | |
| 2025-09-30 | $5,814,000 | 300,000 | Call | Sole | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||