What smart money is saying about Rollins
1 fund in our archive has pitched Rollins — most recently Polen Focus Growth in March 2026.
Rollins, Inc. operates a network of subsidiaries that specialize in delivering pest and wildlife management solutions to a diverse clientele, encompassing both homeowners and commercial enterprises, throughout the United States and globally. For residential properties, the company offers comprehensive pest control, safeguarding homes from prevalent invaders such as rodents, insects, and other nuisance animals. Furthermore, it devises tailored pest management strategies for various business sectors, including healthcare, foodservice, and logistics. Beyond standard pest solutions, Rollins, Inc. also provides a range of termite defense options, from conventional treatments to baiting systems, alongside other complementary services. The firm serves its customers directly through its own operations as well as through its extensive franchisee network. Established in 1948, Rollins, Inc. maintains its headquarters in Atlanta, Georgia.
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Fund signal · last 12 months
7 lettersToo few moves on Rollins yet for a clear signal
Moves described in fund letters in our archive. A sentence published word for word by several funds of one house in the same quarter counts once.
Position history
Between Q1 2026 and Q3 2026, 7 fund letters reported a position in Rollins, with 2 buys (opened or added) and 2 sells (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 6 | 1 | 2 | 0 |
| Q1 2026 | 1 | 1 | 0 | 1 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 7 positions · 5 moves
- ExitedPolen Focus GrowthSeptember 2026
“Portfolio Activity In Q3 2026, we initiated new positions in Adyen , ASML , Quanta Services , and Seagate Technology , while selling MSCI and Rollins . We also added to our existing positions in EMCOR Group and Meta Platforms , while trimming Eli Lilly , Shopify , and Starbucks . The net goal of this activity was to improve the Portfolio’s balance by redeploying capital toward businesses where we see stronger current momentum, attractive long - term growth prospects, and more visible demand tailwinds. We initiated a new position in Adyen , a global payments platform that is evolving from a pure - play processor into a broader financial operating system for modern commerce. Polen Focus Growth – 3Q 2026 Portfolio Manager Commentary 3 We believe Adyen’s single - stack technology, banking licenses, and deep enterprise relationships position the company well as commerce becomes increasingly complex across online, offline, cross - border transactions, as well as emerging payment activity initiated or managed by AI agents. Recent growth remains strong, and we see a meaningful opportunity to continue gaining share from more fragmented legacy payment providers. We also initiated a new position in ASML , which we view as a uniquely advantaged provider of advanced lithography equipment used in leading - edge semiconductor manufacturing. ASML’s position in extreme ultraviolet (EUV) lithography remains critical to the continued scaling of advanced logic and memory, while its service business provides a recurring component to revenues. Recent concerns around China exposure and domestic deep ultraviolet (DUV) development have contributed to share price volatility, but we believe ASML remains one of the most competitively advantaged businesses in the semiconductor supply chain. Additionally, we acquired a new position in Quanta Services , North America’s largest specialty infrastructure contractor, mostly focused on the electric power grid in North America. Quanta provides end - to - end services for electric utilities, renewables developers, hyperscalers , pipelines, and industrial customers. We view the company as a picks - and - shovels beneficiary of grid modernization, rising electricity demand, and the broader infrastructure buildout. Importantly, much of this work relates to essential infrastructure needs and multi - year projects, which can be constrained by permitting, supply chain, and skilled labor availability. We believe the company’s capabilities and positioning should support growth over time. Lastly, we also acquired a new position in Seagate Technology , one of only two major suppliers in the hard disk drive market. Demand for data storage continues to grow, driven by cloud, AI training data, video, telemetry, archival storage, and physical AI data. Hard disk drives remain an economically attractive solution compared to SSDs at datacenter - relevant capacities, while supply is constrained and major customers are entering into longer - term supply arrangements. We believe this creates an attractive combination of volume visibility, pricing power, and operating leverage, though we remain mindful of cyclical hyperscaler capex risk and potential pressure from NAND pricing. During the quarter, we exited our position in MSCI to help fund the addition to Meta Platforms. We continue to like MSCI’s business but as Meta is now beginning to monetize its non - core AI investments, we view the risk/reward opportunity of the latter to be more attractive. We also sold our position in Rollins .”
Rollins - New positionAkre CapitalSeptember 2026
“Meanwhile, the market’s general disregard for high-quality businesses outside of the AI trade is also providing us with opportunities to add new names to the portfolio. We initiated small positions in TransDigm and Rollins that may grow over time, and there are other long-admired businesses we hope to add as well if valuations permit.”
Rollins - New positionAkre Focus ETFSeptember 2026
“Meanwhile, the market’s general disregard for high-quality businesses outside of the AI trade is also providing us with opportunities to add new names to the portfolio. We initiated small positions in TransDigm and Rollins that may grow over time, and there are other long-admired businesses we hope to add as well if valuations permit.”
Rollins - September 2026
“We also sold our position in Rollins .”
Rollins - September 2026
“Consumer Discretionary also weighed on relative results, driven primarily by negative stock selection, with Rollins, Inc. (ROL) the largest detractor.”
Rollins - September 2026
“Consumer Discretionary also weighed on relative results, driven primarily by negative stock selection, with Rollins, Inc. (ROL) the largest detractor.”
Rollins - New positionPolen Focus GrowthMarch 2026
“We initiated a new position in Rollins , the leading U.S. pest control provider, which has delivered strong long - term compounding through consistent organic growth and disciplined acquisitions.”
Rollins
Also mentioned · 2
These funds discuss Rollins — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedMalborough Multi-Cap GrowthOctober 2026
“We also exited pest control and hygiene services company Rentokil Initial, given pressure on its business model from AI search, which is reducing the number of customer enquiries that come its way. US peer Rollins highlighted this issue at a recent investor conference.”
Rollins - September 2026
“There has also been some broader softness in North American pest control. Rollins, Rentokil’s closest industry comparable, has faced weaker residential lead generation at Orkin over the past six months, although this has so far been viewed more as a temporary top-of-funnel slowdown than a deterioration in the underlying franchise.”
Rollins
Fund coverage · 1 thesis
- Polen Focus GrowthMarch 2026
Rollins is a leading pest control company with recurring demand, strong retention, scale advantages, and long-term compounding potential.
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