[SCHEDULE 13D/A] Rocket Companies, Inc. SEC Filing
ValueAct Capital has filed Amendment No. 3 to Schedule 13D regarding its position in Rocket Companies, Inc. (RKT). The filing shows that ValueAct Capital Master Fund, L.P. and its affiliated entities鈥擵A Partners I, ValueAct Management L.P., ValueAct Management LLC, ValueAct Holdings, ValueAct Holdings II and ValueAct Holdings GP鈥攃ollectively hold 25,395,627 Class A shares of Rocket Companies.
This ownership equals 9.9 % of the 254,664,311 shares that Rocket states will be outstanding after completion of its announced all-stock acquisition of Redfin. The group has shared voting and shared dispositive power over all shares; it reports no sole voting or dispositive authority. The stake was purchased entirely with the working capital of the ValueAct Master Fund at an aggregate cost of approximately $324.6 million.
Other Schedule 13D information remains unchanged; the amendment primarily updates share count, percentage ownership and cost basis, and attaches a list of recent transactions as Exhibit 1.
ValueAct Capital ha presentato l'Emendamento n. 3 al Modulo 13D riguardante la sua posizione in Rocket Companies, Inc. (RKT). La documentazione mostra che ValueAct Capital Master Fund, L.P. e le sue entit脿 affiliate 鈥� VA Partners I, ValueAct Management L.P., ValueAct Management LLC, ValueAct Holdings, ValueAct Holdings II e ValueAct Holdings GP 鈥� detengono collettivamente 25.395.627 azioni di Classe A di Rocket Companies.
Questa partecipazione corrisponde a il 9,9% delle 254.664.311 azioni che Rocket prevede saranno in circolazione dopo il completamento dell'acquisizione annunciata interamente in azioni di Redfin. Il gruppo ha potere di voto condiviso e potere dispositivi condivisi su tutte le azioni; non riporta alcun potere di voto o dispositivo esclusivo. La partecipazione 猫 stata acquistata interamente con il capitale operativo del ValueAct Master Fund a un costo complessivo di circa 324,6 milioni di dollari.
Le altre informazioni nel Modulo 13D rimangono invariate; l'emendamento aggiorna principalmente il numero di azioni, la percentuale di propriet脿 e il costo di base, allegando una lista delle transazioni recenti come Allegato 1.
ValueAct Capital ha presentado la Enmienda No. 3 al Formulario 13D respecto a su posici贸n en Rocket Companies, Inc. (RKT). La presentaci贸n muestra que ValueAct Capital Master Fund, L.P. y sus entidades afiliadas 鈥� VA Partners I, ValueAct Management L.P., ValueAct Management LLC, ValueAct Holdings, ValueAct Holdings II y ValueAct Holdings GP 鈥� poseen colectivamente 25.395.627 acciones Clase A de Rocket Companies.
Esta participaci贸n equivale a el 9,9% de las 254.664.311 acciones que Rocket indica estar谩n en circulaci贸n tras la finalizaci贸n de su anunciada adquisici贸n totalmente en acciones de Redfin. El grupo tiene poder compartido de voto y poder compartido dispositivamente sobre todas las acciones; no reporta autoridad de voto o dispositiva exclusiva. La participaci贸n fue adquirida completamente con el capital de trabajo del ValueAct Master Fund a un costo agregado aproximado de 324,6 millones de d贸lares.
La otra informaci贸n del Formulario 13D permanece sin cambios; la enmienda actualiza principalmente el conteo de acciones, el porcentaje de propiedad y el costo base, y adjunta una lista de transacciones recientes como Anexo 1.
ValueAct Capital鞚� Rocket Companies, Inc.(RKT)鞐� 雽�頃� 氤挫湢 歆�攵勱臣 甏�霠晿鞐� Schedule 13D 靾橃爼鞎� 3順鸽ゼ 鞝滌稖頄堨姷雼堧嫟. 鞝滌稖 鞛愲鞐� 霐半ゴ氅� ValueAct Capital Master Fund, L.P.鞕� 攴� 瓿勳棿靷澑 VA Partners I, ValueAct Management L.P., ValueAct Management LLC, ValueAct Holdings, ValueAct Holdings II, ValueAct Holdings GP電� 頃╈硱靹� Rocket Companies鞚� 25,395,627 韥措灅鞀� A 欤检嫕鞚� 氤挫湢頃橁碃 鞛堨姷雼堧嫟.
鞚� 歆�攵勳潃 Rocket鞚� 氚滍憸頃� 鞝勳暋 欤检嫕 鞚胳垬 鞕勲 頉� 氚滍枆霅� 瓴冹溂搿� 鞓堨儊頃橂姅 254,664,311欤� 欷� 9.9%鞐� 頃措嫻頃╇媹雼�. 鞚� 攴鸽９鞚� 氇摖 欤检嫕鞐� 雽�頃� 瓿惦彊 鞚橁舶甓岅臣 瓿惦彊 觳橂秳甓�鞚� 臧�歆�瓿� 鞛堨溂氅�, 雼弲 鞚橁舶甓岇澊雮� 觳橂秳甓岇潃 氤搓碃頃橃 鞎婌晿鞀惦媹雼�. 歆�攵勳潃 ValueAct Master Fund鞚� 鞖挫毄 鞛愲掣鞙茧 鞝勳暋 毵れ瀰霅橃棃鞙茧┌, 齑� 鞎� 3鞏� 2,460毵� 雼煬鞚� 牍勳毄鞚� 霌れ棃鞀惦媹雼�.
旮绊儉 Schedule 13D 鞝曤炒電� 氤�霃欖澊 鞐嗢溂氅�, 鞚措矆 靾橃爼鞎堨潃 欤检嫕 靾�, 靻岇湢 牍勳湪, 旆摑 鞗愱皜毳� 欤茧 鞐呺嵃鞚错姼頃橁碃 斓滉芳 瓯半灅 氇╇鞚� 攵�靻嶌劀 1搿� 觳秬頃╇媹雼�.
ValueAct Capital a d茅pos茅 l'amendement n掳 3 au formulaire 13D concernant sa position dans Rocket Companies, Inc. (RKT). Le d茅p么t indique que ValueAct Capital Master Fund, L.P. et ses entit茅s affili茅es 鈥� VA Partners I, ValueAct Management L.P., ValueAct Management LLC, ValueAct Holdings, ValueAct Holdings II et ValueAct Holdings GP 鈥� d茅tiennent collectivement 25 395 627 actions de classe A de Rocket Companies.
Cette participation repr茅sente 9,9 % des 254 664 311 actions que Rocket pr茅voit en circulation apr猫s la finalisation de son acquisition annonc茅e enti猫rement en actions de Redfin. Le groupe exerce un pouvoir de vote partag茅 et un pouvoir discr茅tionnaire partag茅 sur toutes les actions ; il ne d茅clare aucun pouvoir de vote ou discr茅tionnaire exclusif. La participation a 茅t茅 acquise enti猫rement avec le fonds de roulement du ValueAct Master Fund 脿 un co没t total d'environ 324,6 millions de dollars.
Les autres informations du formulaire 13D restent inchang茅es ; l'amendement met principalement 脿 jour le nombre d'actions, le pourcentage de d茅tention et le co没t de base, et joint une liste des transactions r茅centes en Annexe 1.
ValueAct Capital hat die 脛nderung Nr. 3 zum Schedule 13D bez眉glich seiner Position bei Rocket Companies, Inc. (RKT) eingereicht. Die Einreichung zeigt, dass der ValueAct Capital Master Fund, L.P. und seine verbundenen Unternehmen 鈥� VA Partners I, ValueAct Management L.P., ValueAct Management LLC, ValueAct Holdings, ValueAct Holdings II und ValueAct Holdings GP 鈥� gemeinsam 25.395.627 Class A Aktien von Rocket Companies halten.
Diese Beteiligung entspricht 9,9 % der 254.664.311 Aktien, die Rocket nach Abschluss der angek眉ndigten vollst盲ndigen Aktientransaktion zur 脺bernahme von Redfin ausweist. Die Gruppe verf眉gt 眉ber gemeinsames Stimmrecht und gemeinsames Verf眉gungsrecht 眉ber alle Aktien; es wird keine alleinige Stimm- oder Verf眉gungsgewalt berichtet. Die Beteiligung wurde vollst盲ndig mit dem Arbeitskapital des ValueAct Master Fund zu einem Gesamtkaufpreis von etwa 324,6 Millionen US-Dollar erworben.
Weitere Informationen im Schedule 13D bleiben unver盲ndert; die 脛nderung aktualisiert haupts盲chlich die Aktienanzahl, den Eigentumsanteil und die Kostenbasis und f眉gt eine Liste der j眉ngsten Transaktionen als Anhang 1 bei.
- ValueAct Capital and affiliates now own 25,395,627 Rocket Companies Class A shares, representing 9.9 % of the pro-forma share count.
- The stake cost approximately $324.6 million, indicating a sizeable capital commitment from a respected institutional investor.
- None.
Insights
TL;DR ValueAct now controls 9.9 % of Rocket Companies, investing $324.6 m; filing shows material but non-controlling stake, no stated strategic plans.
Detail & Impact: A 9.9 % holding establishes ValueAct as Rocket鈥檚 largest publicly disclosed outside shareholder. The percentage is just below the 10 % threshold that can trigger additional regulatory obligations, indicating careful position sizing. Ownership is fully shared across ValueAct entities, so internal alignment is clear. Although no intentions are disclosed, concentrated stakes by ValueAct historically precede active engagement; the mere presence of a sophisticated investor can influence market perception of governance and capital allocation. The disclosed $324.6 m cost basis gives insight into ValueAct鈥檚 average entry price and available profit cushion. Rocket鈥檚 pending Redfin acquisition substantially enlarges the share count denominator; ValueAct calculated its percentage on the pro-forma share total, reflecting transparency.
Impact Rating: Positive (1) 鈥� A well-known institutional investor committing nearly 10 % of shares typically lends credibility and may catalyze strategic dialogue, even in the absence of explicit plans.
TL;DR ValueAct鈥檚 amended 13D confirms a near-10 % Rocket stake; activist toolkit available though no proposals yet disclosed.
ValueAct鈥檚 structure鈥攎ultiple partnerships with shared voting rights鈥攎irrors prior campaigns where it has influenced corporate strategy without immediate board contests. The $324 m investment signals conviction despite housing-finance cyclicality. By basing ownership on the enlarged post-Redfin share count, ValueAct communicates awareness of forthcoming dilution and still remains below 10 %. Absent stated objectives, the filing is informational, but the size alone is material for governance watchers. Investors should monitor forthcoming filings (13D amendments or 13F) for any shift toward active intent such as board nominations or operational recommendations.
ValueAct Capital ha presentato l'Emendamento n. 3 al Modulo 13D riguardante la sua posizione in Rocket Companies, Inc. (RKT). La documentazione mostra che ValueAct Capital Master Fund, L.P. e le sue entit脿 affiliate 鈥� VA Partners I, ValueAct Management L.P., ValueAct Management LLC, ValueAct Holdings, ValueAct Holdings II e ValueAct Holdings GP 鈥� detengono collettivamente 25.395.627 azioni di Classe A di Rocket Companies.
Questa partecipazione corrisponde a il 9,9% delle 254.664.311 azioni che Rocket prevede saranno in circolazione dopo il completamento dell'acquisizione annunciata interamente in azioni di Redfin. Il gruppo ha potere di voto condiviso e potere dispositivi condivisi su tutte le azioni; non riporta alcun potere di voto o dispositivo esclusivo. La partecipazione 猫 stata acquistata interamente con il capitale operativo del ValueAct Master Fund a un costo complessivo di circa 324,6 milioni di dollari.
Le altre informazioni nel Modulo 13D rimangono invariate; l'emendamento aggiorna principalmente il numero di azioni, la percentuale di propriet脿 e il costo di base, allegando una lista delle transazioni recenti come Allegato 1.
ValueAct Capital ha presentado la Enmienda No. 3 al Formulario 13D respecto a su posici贸n en Rocket Companies, Inc. (RKT). La presentaci贸n muestra que ValueAct Capital Master Fund, L.P. y sus entidades afiliadas 鈥� VA Partners I, ValueAct Management L.P., ValueAct Management LLC, ValueAct Holdings, ValueAct Holdings II y ValueAct Holdings GP 鈥� poseen colectivamente 25.395.627 acciones Clase A de Rocket Companies.
Esta participaci贸n equivale a el 9,9% de las 254.664.311 acciones que Rocket indica estar谩n en circulaci贸n tras la finalizaci贸n de su anunciada adquisici贸n totalmente en acciones de Redfin. El grupo tiene poder compartido de voto y poder compartido dispositivamente sobre todas las acciones; no reporta autoridad de voto o dispositiva exclusiva. La participaci贸n fue adquirida completamente con el capital de trabajo del ValueAct Master Fund a un costo agregado aproximado de 324,6 millones de d贸lares.
La otra informaci贸n del Formulario 13D permanece sin cambios; la enmienda actualiza principalmente el conteo de acciones, el porcentaje de propiedad y el costo base, y adjunta una lista de transacciones recientes como Anexo 1.
ValueAct Capital鞚� Rocket Companies, Inc.(RKT)鞐� 雽�頃� 氤挫湢 歆�攵勱臣 甏�霠晿鞐� Schedule 13D 靾橃爼鞎� 3順鸽ゼ 鞝滌稖頄堨姷雼堧嫟. 鞝滌稖 鞛愲鞐� 霐半ゴ氅� ValueAct Capital Master Fund, L.P.鞕� 攴� 瓿勳棿靷澑 VA Partners I, ValueAct Management L.P., ValueAct Management LLC, ValueAct Holdings, ValueAct Holdings II, ValueAct Holdings GP電� 頃╈硱靹� Rocket Companies鞚� 25,395,627 韥措灅鞀� A 欤检嫕鞚� 氤挫湢頃橁碃 鞛堨姷雼堧嫟.
鞚� 歆�攵勳潃 Rocket鞚� 氚滍憸頃� 鞝勳暋 欤检嫕 鞚胳垬 鞕勲 頉� 氚滍枆霅� 瓴冹溂搿� 鞓堨儊頃橂姅 254,664,311欤� 欷� 9.9%鞐� 頃措嫻頃╇媹雼�. 鞚� 攴鸽９鞚� 氇摖 欤检嫕鞐� 雽�頃� 瓿惦彊 鞚橁舶甓岅臣 瓿惦彊 觳橂秳甓�鞚� 臧�歆�瓿� 鞛堨溂氅�, 雼弲 鞚橁舶甓岇澊雮� 觳橂秳甓岇潃 氤搓碃頃橃 鞎婌晿鞀惦媹雼�. 歆�攵勳潃 ValueAct Master Fund鞚� 鞖挫毄 鞛愲掣鞙茧 鞝勳暋 毵れ瀰霅橃棃鞙茧┌, 齑� 鞎� 3鞏� 2,460毵� 雼煬鞚� 牍勳毄鞚� 霌れ棃鞀惦媹雼�.
旮绊儉 Schedule 13D 鞝曤炒電� 氤�霃欖澊 鞐嗢溂氅�, 鞚措矆 靾橃爼鞎堨潃 欤检嫕 靾�, 靻岇湢 牍勳湪, 旆摑 鞗愱皜毳� 欤茧 鞐呺嵃鞚错姼頃橁碃 斓滉芳 瓯半灅 氇╇鞚� 攵�靻嶌劀 1搿� 觳秬頃╇媹雼�.
ValueAct Capital a d茅pos茅 l'amendement n掳 3 au formulaire 13D concernant sa position dans Rocket Companies, Inc. (RKT). Le d茅p么t indique que ValueAct Capital Master Fund, L.P. et ses entit茅s affili茅es 鈥� VA Partners I, ValueAct Management L.P., ValueAct Management LLC, ValueAct Holdings, ValueAct Holdings II et ValueAct Holdings GP 鈥� d茅tiennent collectivement 25 395 627 actions de classe A de Rocket Companies.
Cette participation repr茅sente 9,9 % des 254 664 311 actions que Rocket pr茅voit en circulation apr猫s la finalisation de son acquisition annonc茅e enti猫rement en actions de Redfin. Le groupe exerce un pouvoir de vote partag茅 et un pouvoir discr茅tionnaire partag茅 sur toutes les actions ; il ne d茅clare aucun pouvoir de vote ou discr茅tionnaire exclusif. La participation a 茅t茅 acquise enti猫rement avec le fonds de roulement du ValueAct Master Fund 脿 un co没t total d'environ 324,6 millions de dollars.
Les autres informations du formulaire 13D restent inchang茅es ; l'amendement met principalement 脿 jour le nombre d'actions, le pourcentage de d茅tention et le co没t de base, et joint une liste des transactions r茅centes en Annexe 1.
ValueAct Capital hat die 脛nderung Nr. 3 zum Schedule 13D bez眉glich seiner Position bei Rocket Companies, Inc. (RKT) eingereicht. Die Einreichung zeigt, dass der ValueAct Capital Master Fund, L.P. und seine verbundenen Unternehmen 鈥� VA Partners I, ValueAct Management L.P., ValueAct Management LLC, ValueAct Holdings, ValueAct Holdings II und ValueAct Holdings GP 鈥� gemeinsam 25.395.627 Class A Aktien von Rocket Companies halten.
Diese Beteiligung entspricht 9,9 % der 254.664.311 Aktien, die Rocket nach Abschluss der angek眉ndigten vollst盲ndigen Aktientransaktion zur 脺bernahme von Redfin ausweist. Die Gruppe verf眉gt 眉ber gemeinsames Stimmrecht und gemeinsames Verf眉gungsrecht 眉ber alle Aktien; es wird keine alleinige Stimm- oder Verf眉gungsgewalt berichtet. Die Beteiligung wurde vollst盲ndig mit dem Arbeitskapital des ValueAct Master Fund zu einem Gesamtkaufpreis von etwa 324,6 Millionen US-Dollar erworben.
Weitere Informationen im Schedule 13D bleiben unver盲ndert; die 脛nderung aktualisiert haupts盲chlich die Aktienanzahl, den Eigentumsanteil und die Kostenbasis und f眉gt eine Liste der j眉ngsten Transaktionen als Anhang 1 bei.
FAQ
How many Rocket Companies (RKT) shares does ValueAct now own?
What percentage of RKT鈥檚 outstanding shares does this represent?
How much did ValueAct pay for its Rocket Companies position?
Did ValueAct disclose its voting or dispositive power over the shares?
What is the date of the event requiring this Schedule 13D amendment?
