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What smart money is saying about Rogers CorporationUnited States flag

ROG · Technology · Hardware, Equipment & Parts · Market cap $1.68B

1 fund in our archive has pitched Rogers Corporation, most recently Third avenue Value Fund in September 2025.

Company profile

Rogers Corporation designs, develops, manufactures, and sells engineered materials and components worldwide. It operates through Advanced Electronics Solutions (AES), Elastomeric Material Solutions (EMS), and Other segments. The AES segment offers circuit materials, ceramic substrate materials, busbars, and cooling solutions for applications in electric and hybrid electric vehicles (EV/HEV), wireless infrastructure, automotive, telematics and thermal solutions, aerospace and defense, mass transit, clean energy, connected devices, and wired infrastructure markets. This segment sells its products under the curamik, ROLINX, RO4000, RO3000, RT/duroid, CLTE Series, TMM, AD Series, DiClad, CuClad Series, Kappa, COOLSPAN, TC Series, 92ML, IsoClad, MAGTREX, XTremeSpeed RO1200, IM Series, 2929 Bondply, 3001 Bondply Film, and SpeedWave names. The EMS segment provides engineered material solutions, including polyurethane and silicone materials used in cushioning, gasketing, sealing, and vibration management applications; customized silicones used in flex heater and semiconductor thermal applications; and polytetrafluoroethylene and ultra-high molecular weight polyethylene materials used in wire and cable protection, electrical insulation, conduction and shielding, hose and belt protection, vibration management, cushioning, gasketing and sealing, and venting applications. This segment sells its products under the PORON, BISCO, DeWAL, ARLON, eSORBA, Griswold, XRD, Silicone Engineering, and R/bak names. The Other segment provides elastomer components; and elastomer floats for level sensing in fuel tanks, motors, and storage tanks for applications in the general industrial and automotive markets under the ENDUR and NITROPHYL names. Rogers Corporation was founded in 1832 and is headquartered in Chandler, Arizona.

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1
Reported positions
0
Bought
1
Sold
2
Letters

Position history

Between Q3 2025 and Q3 2026, 1 fund letter reported a position in Rogers Corporation, with 1 sell (trimmed or exited).

Fund letters reporting a position in Rogers Corporation, by quarter
QuarterLettersBoughtSoldTheses
Q3 20261010
Q3 20250001

Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.

Fund activity · 1 position · 1 move

  • September 2026
    “The fund also completed its gradual disposition of Rogers Corporation and exited its position in Paltac Corp through a tender offer by Paltac’s controlling shareholder, Medipal, which ultimately led to a full takeover of the company.”
    Rogers Corporation

Fund coverage · 1 thesis

  • Rogers Corporation is a global manufacturer of advanced electronic and elastomeric material solutions with a strong intellectual property portfolio, facing challenges in growth and market adaptation but showing potential for strategic improvements and profitability.

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