John Rogers's GNRC Position Overview
John Rogers (via Ariel Investments, LLC) currently holds 1.47 M shares of Generac Holdings Inc. (GNRC) worth $245.61 M, representing 2.63% of the portfolio. First purchased in 2019-Q1, this long-term strategic position has been held for 27 quarters.
Based on 13F filings, John Rogers has maintained a strategic position in GNRC, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2022, adding 935,076 shares. Largest reduction occurred in Q3 2025, reducing 337,364 shares.
Analysis based on 13F filings available since 2013 Q2
John Rogers's Generac Holdings (GNRC) Holding Value Over Time
Track share changes against reported price movement
Quarterly Generac Holdings (GNRC) Trades by John Rogers
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2019 | +324,523 | New Buy | 324,523 | $51.23 |
| Q2 2019 | +105,671 | Add 32.56% | 430,194 | $69.41 |
| Q3 2019 | +43,643 | Add 10.14% | 473,837 | $78.34 |
| Q4 2019 | -52,561 | Reduce 11.09% | 421,276 | $100.59 |
| Q1 2020 | -97,558 | Reduce 23.16% | 323,718 | $93.17 |
| Q2 2020 | -14,475 | Reduce 4.47% | 309,243 | $121.93 |
| Q3 2020 | -77,161 | Reduce 24.95% | 232,082 | $193.64 |
| Q4 2020 | -232,082 | Sold Out | 232,082 | $0.00 |
| Q2 2022 | +896 | New Buy | 896 | $210.94 |
| Q3 2022 | +375,907 | Add 41953.91% | 376,803 | $178.14 |
| Q4 2022 | +935,076 | Add 248.16% | 1.31 M | $100.66 |
| Q1 2023 | +350,904 | Add 26.75% | 1.66 M | $108.01 |
| Q2 2023 | +86,511 | Add 5.20% | 1.75 M | $149.13 |
| Q3 2023 | +261,050 | Add 14.92% | 2.01 M | $108.96 |
| Q4 2023 | +152,617 | Add 7.59% | 2.16 M | $129.24 |
| Q1 2024 | -20,109 | Reduce 0.93% | 2.14 M | $126.14 |
| Q2 2024 | -214,602 | Reduce 10.01% | 1.93 M | $132.22 |
| Q3 2024 | -123,701 | Reduce 6.42% | 1.8 M | $158.88 |
| Q4 2024 | -337,222 | Reduce 18.69% | 1.47 M | $155.05 |
| Q1 2025 | +148,551 | Add 10.12% | 1.62 M | $126.65 |
| Q2 2025 | +188,717 | Add 11.68% | 1.8 M | $143.21 |
| Q3 2025 | -337,364 | Reduce 18.69% | 1.47 M | $167.40 |
John Rogers's Generac Holdings Investment FAQs
John Rogers first purchased Generac Holdings Inc. (GNRC) in Q1 2019, acquiring 324,523 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
John Rogers has held Generac Holdings Inc. (GNRC) for 27 quarters since Q1 2019. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
John Rogers's largest addition to Generac Holdings Inc. (GNRC) was in Q4 2022, adding 1,311,879 shares worth $132.05 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, John Rogers's firm, Ariel Investments, LLC, owns 1,467,231 shares of Generac Holdings Inc. (GNRC), valued at approximately $245.61 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Generac Holdings Inc. (GNRC) represents approximately 2.63% of John Rogers's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
John Rogers's peak holding in Generac Holdings Inc. (GNRC) was 2,162,961 shares, as reported at the end of Q4 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.