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RBC Bearings Incorporated

RBC Industrials
$478.03 $-26.46 (-5.24%)
Market Cap: $15.09 B
Gurus Holding
11
Popularity Rank
#370
% of Shares Held
3.45%
Net Activity (Q2 2026)
+$330.9 M

Guru Ownership Trend

Guru Analysis for RBC Bearings Incorporated (RBC)

RBC Bearings Incorporated (RBC), a key player in the Industrials sector, continues to attract institutional attention.

As of Q2 2026, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $520.33 M.

Top institutional holders include Cliff Asness and Joel Greenblatt.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $330.9 M net inflow during the quarter.

Recent activity highlights Louis Moore Bacon who dramatically increased their stake. Conversely, Jefferies Group reduced exposure by 78.8%.

Key Holders

Top 5 by Value

$363.88 M
$80.88 M
$73.23 M
$43.8 M
$38.41 M

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$338.63 M
Total Buy Value
New Buys 2
Additions 7
-$7.73 M
Total Sell Value
Reductions 2
Sold Out 0

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
2
Net Buyers
9

FAQs for RBC Bearings Incorporated (RBC)

Major holders include Cliff Asness ($363.88 M), Joel Greenblatt ($80.88 M), Chuck Royce ($73.23 M). According to the latest reported data, 11 tracked investment managers collectively hold approximately 1.09 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $330.9 M, with 9 managers increasing positions and 2 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 0 fully exited RBC. The total reported sell value was $7.73 M.

Yes, 2 managers opened new positions in RBC, and 7 increased their existing holdings. The total reported buy value was $338.63 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.13% Add 94.9% 566,628 $363.88 M Q2 2026
0.19% Add 7.9% 125,584 $80.88 M Q2 2026
0.59% Reduce -8.3% 113,697 $73.23 M Q2 2026
0.05% New Buy 68,008 $43.8 M Q2 2026
0.05% Add 1593.0% 59,644 $38.41 M Q2 2026
0.15% Add 807.7% 57,741 $37.19 M Q2 2026
0.35% Add 4770.4% 36,236 $23.34 M Q2 2026
0.03% New Buy 28,260 $18.2 M Q2 2026
0.04% Add 1.8% 25,595 $16.48 M Q2 2026
0.05% Add 35.6% 6,610 $4.26 M Q2 2026
0.00% Reduce -78.8% 481 $309,792 Q2 2026
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Value
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SEC Form