Exited position

Jeff Smith’s Rogers Corp (ROG) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Starboard Value LPVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ1 2023Earliest verified positive filing snapshot
Latest statusExited positionBased on the latest supported relationship state
Peak shares1.68MHighest verified quarter-end share count
Quarters reported13Verified quarters with shares above zero
What happened?

Starboard Value LP first reported Rogers Corp in Q1 2023. The reported position was increased and reduced across later filings. The latest verified relationship event shows that Starboard Value LP sold the entire position in Q2 2026, and the stock is no longer reported in the latest verified portfolio.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q2 2026
Sold the entire position−584.33K shares · No shares reported at quarter-end
Q1 2026
Sold 51.4% of the position−619.13K shares · 584.33K shares remained
Filing context

Quarter-end price $107.33 · Estimated holding basis $110.23

Q4 2025
Sold 28.2% of the position−473.05K shares · 1.20M shares remained
Filing context

Quarter-end price $91.57 · Estimated holding basis $110.23

Q3 2025
Bought 86.4% more+777.00K shares · 1.68M shares reported after the change
Filing context

Quarter-end price $80.46 · Estimated holding basis $110.23

Q2 2025
Bought 11.9% more+95.50K shares · 899.50K shares reported after the change
Filing context

Quarter-end price $68.48 · Estimated holding basis $135.94

Q1 2024
Bought 77.1% more+350.00K shares · 804.00K shares reported after the change
Filing context

Quarter-end price $118.69 · Estimated holding basis $143.95

4 unchanged quarters are collapsed by default.

Portfolio importance

How important was Rogers Corp in Starboard Value LP’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Last reported portfolio weight1.4%Q1 2026
Last reported rank#20of 23 reported positions
Peak portfolio weight3.4%Q1 2023
Best historical rank#11Q1 2023
At peak importanceQ1 2023
ROG
3.4%
Largest holding
15.7%
Cross-investor discovery

Who else owns Rogers Corp?

Also reported by 2 other tracked investors in their latest verified filings.

Ray DalioBridgewater Associates, LP
ROG0.0% of reported portfolio
Joel GreenblattGotham Asset Management
ROG0.0% of reported portfolio
Explore Rogers Corp across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$128.502026-09-16

Market context only; not an investor transaction price.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

This tracker follows Starboard Value LP’s Form 13F disclosures—not Jeff Smith’s personal brokerage account. Form 13F reports quarter-end U.S.-listed positions and certain options, but it does not reveal exact trade dates, execution prices, short positions or the purpose of an option position.