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John Rogers' Latest 13F Filing: Norwegian Cruise Line Holdings Takes Center Stage
ByAinvest
Friday, Aug 15, 2025 2:42 pm ET1min read
John Rogers' latest 13F filing reveals his investment moves for Q2 2025. He added First Solar Inc and The Walt Disney Co, and increased stakes in Norwegian Cruise Line Holdings Ltd and OneSpaWorld Holdings Ltd. Rogers completely exited CNH Industrial NV and AbbVie Inc, and reduced positions in 61 stocks, including Kennametal Inc.
John Rogers, a prominent investor and hedge fund manager, has revealed his latest 13F filing for the second quarter of 2025. The filing provides insights into Rogers' investment strategy and his moves in the stock market. Here are the key changes:1. New Investments:
- Rogers added First Solar Inc. (NASDAQ:FSLR) to his portfolio. The solar cell manufacturer has seen increasing institutional ownership, with notable acquisitions by S Bank Fund Management Ltd, Nuveen LLC, and Demars Financial Group LLC [2].
- He also increased his stake in The Walt Disney Co. (NYSE:DIS), a company known for its strong brand and diversified revenue streams.
2. Increased Stakes:
- Rogers increased his stakes in Norwegian Cruise Line Holdings Ltd. (NCLH) and OneSpaWorld Holdings Ltd. (OSW). These companies operate in the cruise and wellness sectors, respectively, which have shown resilience and growth potential.
3. Exits and Reductions:
- Rogers completely exited his positions in CNH Industrial NV (CNHI) and AbbVie Inc. (ABBV). These exits may reflect changes in his investment thesis or risk management strategies.
- He reduced his positions in 61 other stocks, including Kennametal Inc. (KMT), a manufacturer of metalworking tools and equipment.
Rogers' investment moves reflect his focus on companies with strong fundamentals and growth potential. His additions to First Solar Inc. and increased stakes in Norwegian Cruise Line Holdings Ltd. and OneSpaWorld Holdings Ltd. suggest a continued interest in renewable energy, tourism, and wellness sectors.
References:
[1] https://www.marketbeat.com/instant-alerts/filing-s-bank-fund-management-ltd-acquires-shares-of-48910-first-solar-inc-nasdaqfslr-2025-08-13/
[2] https://www.marketscreener.com/news/radcom-delivers-19-yoy-revenue-growth-and-margin-expansion-in-the-second-quarter-of-2025-ce7c51d8de80f42c
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