Jeremy Grantham's RBC Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 67,979 shares of RBC Bearings Incorporated (RBC) worth $30.48 M, representing 0.08% of the portfolio. First purchased in 2022-Q3, this medium-term investment has been held for 14 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in RBC, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2024, adding 63,230 shares. Largest reduction occurred in Q4 2025, reducing 41,537 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's RBC Bearings Incorporated (RBC) Holding Value Over Time
Track share changes against reported price movement
Quarterly RBC Bearings Incorporated (RBC) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -41,537 | Reduce 37.93% | 67,979 | $448.43 |
| Q3 2025 | +1,025 | Add 0.94% | 109,516 | $390.29 |
| Q2 2025 | -32,384 | Reduce 22.99% | 108,491 | $384.80 |
| Q1 2025 | +12,286 | Add 9.55% | 140,875 | $321.77 |
| Q4 2024 | -18,855 | Reduce 12.79% | 128,589 | $299.14 |
| Q3 2024 | +11,438 | Add 8.41% | 147,444 | $299.38 |
| Q2 2024 | -9,121 | Reduce 6.28% | 136,006 | $269.78 |
| Q1 2024 | +63,230 | Add 77.21% | 145,127 | $270.35 |
| Q4 2023 | -4,109 | Reduce 4.78% | 81,897 | $284.89 |
| Q3 2023 | +24,836 | Add 40.60% | 86,006 | $234.13 |
| Q1 2023 | +24,067 | Add 64.87% | 61,170 | $232.73 |
| Q4 2022 | +258 | Add 0.70% | 37,103 | $209.35 |
| Q3 2022 | +36,845 | New Buy | 36,845 | $207.82 |
Jeremy Grantham's RBC Bearings Incorporated Investment FAQs
Jeremy Grantham first purchased RBC Bearings Incorporated (RBC) in Q3 2022, acquiring 36,845 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held RBC Bearings Incorporated (RBC) for 14 quarters since Q3 2022.
Jeremy Grantham's largest addition to RBC Bearings Incorporated (RBC) was in Q1 2024, adding 145,127 shares worth $39.24 M.
According to the latest 13F filing for Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 67,979 shares of RBC Bearings Incorporated (RBC), valued at approximately $30.48 M.
As of the Q4 2025 filing, RBC Bearings Incorporated (RBC) represents approximately 0.08% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in RBC Bearings Incorporated (RBC) was 147,444 shares, as reported at the end of Q3 2024.