Quincy Lee's Ancient Art (Teton Capital) returned to Rocket CompaniesInc (RKT) in 2026 Q2, according to the 13F-HR filed with the SEC on August 14, 2026: 1.5M shares worth about $23.6M at June 30, 2026, 4.83% of the portfolio. The fund had sold out of the name in 2025 Q3. RKT enters the book as the 6th largest of 16 stock positions.
What did the 2026 Q2 filing report for RKT?
As of June 30, 2026, from the 13F-HR filed August 14, 2026.
| Value | |
|---|---|
| Shares | 1.5M |
| Reported value | $23.6M |
| Portfolio weight | 4.83% |
| Rank in portfolio | 6th of 16 |
| Sold out in | 2025 Q3 |
| Out for | 3 quarters |
How big is the returning RKT position?
Quincy Lee opened 2 stock positions in 2026 Q2; RKT is the 2nd largest of them by weight. An average stock position in the Quincy Lee portfolio is 6% of the reported value, so the new name starts below the fund's typical size.
Where does RKT sit in the Quincy Lee portfolio?
RKT ranks 6th of 16 stock positions in the Quincy Lee portfolio at 4.83%, below the fund's average stock position of 6%. The largest stock position is IBKR at 22.86%. Next come ZG at 13.91% and UPWK at 12.35%. The three largest stocks together are 49.12% of the book. The RKT purchase was the 4th largest of the quarter's 8 position changes by percent change to portfolio. Across the 2026 Q2 portfolio, Quincy Lee reported 16 stock positions, with 2 opened and 2 closed. The total portfolio value is about $489.4M, up 7% from the prior quarter.
When did Quincy Lee hold RKT before?
Quincy Lee held RKT before. The fund first reported the name in the quarter ended June 30, 2025, sold out in 2025 Q3 and is back after 3 quarters out. The new stake is already larger than any weight the fund reported for the name before. Every reported trade is on the Quincy Lee RKT trade history page.
Did other funds buy or sell RKT in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of August 14, 2026, 2 hold RKT. The largest buyer of RKT this quarter was Jeffrey Ubben. The largest seller was Henry Ellenbogen. Every tracked holder of RKT is on the RKT ownership page.
FAQ
How many RKT shares does Quincy Lee hold?
Quincy Lee holds 1.5M shares of RKT as of June 30, 2026, worth about $23.6M.
What is RKT's weight in the Quincy Lee portfolio?
RKT is 4.83% of the Quincy Lee portfolio and ranks 6th of 16 stocks by weight.
Has Quincy Lee owned RKT before?
Yes. Quincy Lee held RKT before. The fund first reported the name in the quarter ended June 30, 2025, sold out in 2025 Q3 and is back after 3 quarters out.
How many other tracked funds hold RKT?
2 other tracked funds that had filed for 2026 Q2 hold RKT.