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RBC Bearings Incorporated

RBC Industrials
$559.95 $-7.01 (-1.24%)
Market Cap: $17.66 B
Gurus Holding
9
Popularity Rank
#622
% of Shares Held
1.82%
Net Activity (Q1 2026)
+$18.35 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 Q1 2026, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $321.36 M.

Top institutional holders include Cliff Asness and Chuck Royce.

Institutional sentiment is currently Bullish. This is evidenced by a $18.35 M net inflow during the quarter.

Recent activity highlights Cliff Asness who increased their stake by 100.9%. Conversely, Louis Moore Bacon reduced exposure by 98.4%.

Key Holders

Top 5 by Value

$154.75 M
$67.3 M
$63.19 M
$13.66 M
$3.45 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$85.72 M
Total Buy Value
New Buys 3
Additions 1
-$67.37 M
Total Sell Value
Reductions 5
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
6
Net Buyers
4

FAQs for RBC Bearings Incorporated (RBC)

Major holders include Cliff Asness ($154.75 M), Chuck Royce ($67.3 M), Joel Greenblatt ($63.19 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 573,910 shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $18.35 M, with 4 managers increasing positions and 6 managers reducing holdings.

During the most recent reporting period, 5 managers trimmed their positions, while 1 fully exited RBC. The total reported sell value was $67.37 M.

Yes, 3 managers opened new positions in RBC, and 1 increased their existing holdings. The total reported buy value was $85.72 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.07% Add 100.9% 290,733 $154.75 M Q1 2026
0.66% Reduce -6.9% 123,920 $67.3 M Q1 2026
0.19% Reduce -0.7% 116,342 $63.19 M Q1 2026
0.03% Reduce -63.0% 25,146 $13.66 M Q1 2026
0.02% New Buy 6,361 $3.45 M Q1 2026
0.03% New Buy 4,875 $2.65 M Q1 2026
0.00% New Buy 3,523 $1.91 M Q1 2026
0.01% Reduce -83.6% 2,266 $1.23 M Q1 2026
0.01% Reduce -98.4% 744 $404,081 Q1 2026
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