Rocket Companies

接上一条，#13F持仓报告# 2025Q4的更新。Leon Cooperman大幅买了$Rocket Companies(RKT)$ 直接买到了第一大持仓，mark一下。
AKO 加仓了法拉利（上季度低点，2026最新财报后已经反弹），买入了CSCO和mastercard。
David Tepper - Appaloosa Management 加仓了$美光科技(MU)$ ，建仓了EWY（...

$Rocket Companies(RKT)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001805284-26-000006  Size: 9 KB 网页链接

$Rocket Companies(RKT)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001805284-26-000002  Size: 9 KB 网页链接

$Rocket Companies(RKT)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001805284-26-000031  Size: 9 KB 网页链接

$Rocket Companies(RKT)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001805284-26-000032  Size: 6 KB 网页链接

$Rocket Companies(RKT)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001805284-26-000027  Size: 6 KB 网页链接

来源：环球市场播报
　　尽管30年期抵押贷款利率徘徊在6%左右，新房销售仍保持在2024年水平之上，再融资申请量同比激增；如果春季利率走低，Rocket Companies等贷款机构可能受益。

$Rocket Companies(RKT)$ 10-K Annual report [Section 13 and 15(d), not S-K Item 405] Accession Number: 0001628280-26-013283  Act: 34  Size: 20 MB 网页链接

$Rocket Companies(RKT)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001805284-26-000016  Size: 397 KB 网页链接

$Rocket Companies(RKT)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001805284-26-000004  Size: 9 KB 网页链接

$Rocket Companies(RKT)$ 8-K Current report, items 2.02, 7.01, and 9.01 Accession Number: 0001805284-26-000012  Act: 34  Size: 540 KB 网页链接

$Rocket Companies(RKT)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001805284-26-000026  Size: 398 KB 网页链接

$Rocket Companies(RKT)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001805284-26-000014  Size: 396 KB 网页链接

$Rocket Companies(RKT)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001805284-26-000008  Size: 9 KB 网页链接

$Rocket Companies(RKT)$ SCHEDULE 13G/A [Amend] Statement of Beneficial Ownership by Certain Investors Accession Number: 0001386060-26-000012  Act: 34  Size: 6 KB 网页链接

$Rocket Companies(RKT)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001805284-26-000029  Size: 400 KB 网页链接

$Rocket Companies(RKT)$ SCHEDULE 13G/A [Amend] Statement of Beneficial Ownership by Certain Investors Accession Number: 0000315066-26-000509  Act: 34  Size: 11 KB 网页链接

$Rocket Companies(RKT)$ 8-K Current report, item 2.02 Accession Number: 0001805284-26-000010  Act: 34  Size: 141 KB 网页链接

$Rocket Companies(RKT)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001805284-26-000036  Size: 7 KB 网页链接

$Rocket Companies(RKT)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001805284-26-000039  Size: 5 KB 网页链接