ROL (ROLLINS INC) is held by 4 tracked superinvestors with an aggregate position value of $230M based on the most recent SEC 13F filings. Top institutional holders include: Polen Capital, Tom Gayner, Terry Smith.

How much ROL do superinvestors hold in aggregate?

Across 4 tracked managers, superinvestors collectively report $230M in ROL positions worth 4,307,926 shares.

What is the largest holder of ROL?

The largest tracked holder of ROL is Polen Capital (Polen Capital Management) with 2,177,678 shares worth $116M, representing 0.80% of their portfolio.

← Top Holdings

ROLROLLINS INC

CUSIP: 775711104

Guru Owners

$230.1M

Total Value Held

4.3M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Polen Capital	Polen Capital Management	2177678	$116.3M	0.80%	$53.41	Q1 2026
Tom Gayner	Markel Group	1498025	$80.0M	0.67%	$53.41	Q1 2026
Terry Smith	Fundsmith	619935	$33.1M	0.26%	$53.41	Q1 2026
Lee Ainslie	Maverick Capital	12288	$656K	0.01%	$53.41	Q1 2026

Polen Capital

$116.3M

0.80%

Tom Gayner

$80.0M

0.67%

Terry Smith

$33.1M

0.26%

Lee Ainslie

$656K

0.01%

📊 Fundamentals

Market Cap$21.0B

P/E Ratio39.3x

Above market avg

Forward P/E31.3x

P/FCF40.3x

EPS (TTM)$1.11

Revenue (TTM)$3.8B

Profit Margin13.77%

Div Yield1.67%

Beta0.75

52-Week Range

$41.50

$66.14

Current: $43.62

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 39.3x trailing earnings → 31.3x forward · 13.8% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q1 '264 owners · $230.1M

NEWPolen Capital$116.3M

INCREASEDTom Gayner$80.0M

INCREASEDTerry Smith$33.1M

REDUCEDLee Ainslie$656K

SOLDRay Dalio

Q4 '254 owners · $184.1M

INCREASEDTom Gayner$89.4M

INCREASEDLee Ainslie$4.6M

REDUCEDRay Dalio$1.3M

Q3 '254 owners · $179.4M

INCREASEDTom Gayner$86.7M

INCREASEDLee Ainslie$3.5M

NEWRay Dalio$2.4M

Q2 '253 owners · $167.3M

REDUCEDTerry Smith$83.4M

INCREASEDTom Gayner$82.9M

NEWLee Ainslie$1.0M

Q1 '252 owners · $165.3M

No changes

Q4 '242 owners · $141.8M

INCREASEDTom Gayner$67.8M

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value

Projection Period

Revenue Growth Rate

9%analyst est. 8.9%

0%100%

Growth Decay Rate

15%

0% (no decay)50% (fast decay)

Terminal Growth Rate

3.0%

0%5%

FCF Margin

13.6%current: 13.6%

1%50%

Discount Rate (WACC)

8.0%typical: 8% large caps · 10% growth

5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

🏛️ Congressional Trades

ROL: Held by 4 superinvestors · 4 congress member trades

SELLLisa McClainR

$1,001 - $15,0002025-10-14

BUYRo KhannaD

$1,001 - $15,0002025-01-17

BUYRick AllenR

$15,001 - $50,0002024-12-12

SELLRo KhannaD

$1,001 - $15,0002024-10-14