On February 13, 2026, ACK Asset Management LLC acquired 436,707 shares of Rogers (NYSE:ROG) in a $39.99 million trade, representing 5.0% of the fund’s 13F assets. Rogers shares were priced at $108.98, up 25% over the past year, outperforming the S&P 500 by 12.1 percentage points.

Rogers is a global provider of engineered materials for various industries, generating revenue from designing, manufacturing, and selling materials for electric vehicles, wireless infrastructure, automotive, aerospace, defense, clean energy, and industrial applications. Primary customers include manufacturers in EV/HEV, wireless, automotive, aerospace, defense, industrial, and mass transit sectors worldwide.

In the third quarter of 2025, Rogers reported $216.0 million in sales, with adjusted earnings per share at $0.90 and adjusted EBITDA at $37.2 million. The company benefited from stronger demand in EV, wireless infrastructure, industrial, aerospace, and defense sectors. Management expects fourth-quarter sales between $190 million and $205 million.

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Read more at Yahoo Finance: What Might Be Behind One Fund’s New $40 Million Bet on Rogers Corporation Stock?