Follow-The-Filings

Security · featured owners

ROG Rogers Corp.

COM Equity as of 2026 Q2 among managers we track

  • 3 Owners
  • Max 1.6%
  • $72M
  • 2 add 1 reduce 1 exit

Who owns this now

Largest portfolio weights among featured holders · max 1.6% (Third Avenue Management) · not free-float ownership

  1. Third Avenue Management reduce 1.6%
  2. Gavin Baker add 0.22%
  3. First Eagle Investment Manage... add 0.05%

holders

sorted by value · long equity only · current book 2026 Q2 · exits show last held size · open a manager for their book

history
Gavin Baker - Atreides Management 2026 Q2 0.22% Add +1.7% 189,311 $31M history
First Eagle Investment Management 2026 Q2 0.05% Add +42.8% 188,268 $31M history
Third Avenue Management 2026 Q2 1.6% Reduce −59.2% 61,584 $10M history
Starboard Value exited 2026 Q2 last 2026 Q1 1.4% Exit −1.37 pp 584,328 $63M history

3 current · 1 exited last period · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $908.4M $830.1M $810.8M
Gross profit $307.1M $277.1M $256.8M
Gross margin * 33.8% 33.4% 31.7%
Net income $56.6M $26.1M -$61.8M
Net margin * 6.2% 3.1% -7.6%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $526.9M $493.9M $500M
Total non-current assets * $990.3M $987.2M $929.9M
Total assets $1.52B $1.48B $1.43B
Total current liabilities $116.4M $123.5M $126.1M
Total equity $1.26B $1.25B $1.2B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $131.4M $127.1M $101.2M
Cash from investing -$47.9M -$45.6M -$14.8M
Cash from financing -$190.3M -$50.1M -$53.9M
Net change in cash -$104.2M $28.1M $37.2M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders