RKT Rocket Cos Inc

Ownership history in BRUNI J V & CO /CO  ·  17 quarters on record

AI Ownership Summary

BRUNI J V & CO /CO reported Rocket Cos Inc (RKT) in 17 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.6% in 2025 Q3. The latest visible filing shows RKT at 3.47% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this RKT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BRUNI J V & CO /CO's position in Rocket Cos Inc, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

RKT was reported at 3.47% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.6% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BRUNI J V & CO /CO held RKT — position size vs. price
% of Fund (quarterly)    RKT price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 1,827,549 -13,402 -0.7% 3.47% $35.4M 2026-02-14 (Est.) $18.68
2025 Q3 REDUCED 1,840,951 -13,920 -0.8% 3.60% $35.7M 2025-11-10 $17.08
2025 Q2 ADDED 1,854,871 +8,783 +0.5% 2.77% $26.3M 2025-08-06 $18.12
2025 Q1 REDUCED 1,846,088 -13,972 -0.8% 2.59% $22.3M 2025-05-12 $11.67
2024 Q4 ADDED 1,860,060 +324,976 +21.2% 2.37% $20.9M 2025-02-05 $12.02
2024 Q3 REDUCED 1,535,084 -96,292 -5.9% 3.28% $29.5M 2024-11-07 $15.23
2024 Q2 REDUCED 1,631,376 -11,571 -0.7% 2.78% $22.3M 2024-08-05 $16.81
2024 Q1 REDUCED 1,642,947 -22,788 -1.4% 2.84% $23.9M 2024-05-07 $13.23
2023 Q4 REDUCED 1,665,735 -6,242 -0.4% 2.99% $24.1M 2024-02-05 $10.92
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About BRUNI J V & CO /CO and RKT

These are the practical questions this page is built to answer before you even open the full history table.

How long has BRUNI J V & CO /CO reported owning RKT?

BRUNI J V & CO /CO reported RKT across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported RKT position in BRUNI J V & CO /CO's portfolio?

The largest reported portfolio weight for RKT was 3.60% in 2025 Q3.

What is the latest reported RKT position on this page?

The most recent filing on this page is 2025 Q4, when BRUNI J V & CO /CO reported 1,827,549 shares, equal to 3.47% of portfolio, with an estimated market value of $35.4M.

What does the chart on this RKT ownership page compare?

The chart compares BRUNI J V & CO /CO's quarterly RKT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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