Follow-The-Filings

Security

RBC

Rbc Bearings Inc. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

16 owners 4 new 1 exit max 12.7% (Henry Ellenbogen - Durabl...)

grid → activity →
owners 16
max % 12.7%
tracked value $3.2B
qoq N 4 A 4 R 6 E 1

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Henry Ellenbogen - Durable Capital Partners LP 2026 Q1 12.7% Reduce +2.77 pp 2,275,636 $1.2B hist
Torray Investment Partners LLC 2026 Q2 stale 0.8% Add +0.07 pp 9,112 $6M hist
Ron Baron - Bamco Inc. /NY/ (Baron Capital) 2026 Q1 0.3% Reduce -0.07 pp 181,481 $99M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.2% Reduce 0.00 pp 116,342 $63M hist
Two Sigma Investments, LP 2025 Q4 stale 0.1% Exit -0.09 pp 150,119 $67M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.1% Add +0.04 pp 290,733 $155M hist
Natixis Advisors, LLC 2026 Q1 0.1% Reduce +0.01 pp 64,132 $35M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Add +0.01 pp 121,965 $66M hist
George Soros - Soros Fund Management LLC 2026 Q1 0.0% New 0.0% 4,875 $3M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Reduce 0.00 pp 2,901,998 $1.3B hist
Norges Bank 2025 Q4 stale 0.0% Exit -0.02 pp 392,277 $176M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% Add +0.02 pp 26,026 $14M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% New 0.0% 6,361 $3M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% New 0.0% 10,544 $6M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% New 0.0% 20,661 $11M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Reduce 0.00 pp 680 $369 hist
Steve Cohen - Point72 Asset Management, L.P. exited 2026 Q1 last 2025 Q4 0.0% Exit -0.01 pp 15,602 $7M hist

16 current · 1 exited last period · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025 FY2026
Revenue — — — —
Gross profit $604.8M $670.5M $726.1M $830.2M
Gross margin — — — —
Net income $166.7M $209.9M $246.2M $287.6M
Net margin — — — —

Balance sheet

Metric FY2023 FY2024 FY2025 FY2026
Total current assets $913.3M $965.5M $1.03B $1.19B
Total non-current assets * $3.78B $3.71B $3.66B $3.93B
Total assets $4.69B $4.68B $4.69B $5.12B
Total current liabilities $309.3M $294.3M $315.3M $546.2M
Total non-current liabilities * $1.85B $1.63B $1.34B $1.22B
Total equity $2.54B $2.75B $3.03B $3.36B

Cash flow

Metric FY2023 FY2024 FY2025 FY2026
Cash from operations $220.6M $274.7M $293.6M $415.7M
Cash from investing -$14M -$52.2M -$49.8M -$349.7M
Cash from financing -$322.8M -$223.5M -$270.4M -$43.3M
Net change in cash -$117.5M -$1.9M -$26.7M $20.5M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders