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Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Announced two major acquisitions in 1H 2025: Redfin and Mr. Cooper. The Redfin deal...
— Scott Klarquist
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Other investors who've written on Rocket Companies, Inc.
Rocket Companies ($RKT) was established as a new 2.2% position during the quarter. Rocket is a...
Rocket Companies ($RKT) is a technology-driven real estate, mortgage lending, and financial services platform led by founder Dan Gilbert. Representing 6.3% of...
More institutional theses from Seven Corners Capital Management, LLC
Rocket Companies ($RKT) is a technology-driven real estate, mortgage lending, and financial services platform led by founder Dan Gilbert. Representing 6.3% of...
Genworth Financial ($GNW) is a diversified financial services holding company whose core value driver is an 80% controlling ownership stake in Enact Holdings ($ACT), a profitable private mortgage insurer. Representing 17.4% of...
SandRidge Energy ($SD) is an independent oil and natural gas exploration and production company operating primarily in the Mid-Continent region of the United States. Representing 7.8% of...