Which funds own RRX
Regal Rexnord Corporation in the Q2 2026 filings. At least 9 of the 91 current managers on file reported a position, worth $1.7bn between them. It is among the largest positions of fewer than a fifth of the current managers on file. The quarter went one way: 7 managers opened or added against 4 cutting.
- Managers holding
- 9
- at least, of 91 current
- Combined value
- $1.7bn
- as reported
- Opened
- 3
- new this quarter
- Added to
- 4
- already held
- Trimmed or sold out
- 4
- 2 sold out entirely
Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.
Managers reporting a position
Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.
| Manager | Value | Weight | Shares | Change on the quarter | Action |
|---|---|---|---|---|---|
| Wellington Management Group LLP Long-only · $580bn book | $616m | 0.1% | 2,584,056 | +$340m+1,113,888 | Added |
| Viking Global Investors LP Long/short equity · $35.1bn book | $501m | 1.4% | 2,101,759 | -$88m-1,041,092 | Trimmed |
| Millennium Management LLC Multi-strategy · $276bn book | $232m | 0.1% | 972,549 | +$61m+62,263 | Added |
| Balyasny Asset Management LLC Multi-strategy · $80.2bn book | $122m | 0.2% | 513,962 | +$12m-74,310 | Trimmed |
| Woodline Partners LP Long/short equity · $32.4bn book | $110m | 0.3% | 463,703 | +$87m+336,520 | Added |
| Moore Capital Management LP Macro · $6.7bn book | $72m | 1.1% | 302,723 | opened302,723 | New |
| Steadfast Capital Management LP Long/short equity · $3.3bn book | $53m | 1.6% | 222,489 | opened222,489 | New |
| Bridgewater Associates LP Macro · $24.4bn book | $28m | 0.1% | 116,787 | +$27m+113,138 | Added |
| Davidson Kempner Capital Management LP Long/short equity · $8.4bn book | $6.0m | 0.1% | 25,000 | opened25,000 | New |
Sold out of this quarter
Valued at what the position was worth in the previous filing, because by this one it is gone.
- Freestone Grove Partners LP · Multi-strategy$44m held before
- Maverick Capital Ltd · Long/short equity$1.4m held before
Ownership through time
At least 16 of the 95 managers whose filings are on file listed RRX in Q2 2026, against 5 in Q2 2013. 3 managers more than in Q1 2026: 4 started positions; 3 listed it again; 1 sold out, by its own filing; 3 no longer listed it among the positions read, which can mean a holding below the listed range or a filing not yet made.
Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.
- Q2 2013: 5
- Q3 2013: 2
- Q4 2013: 4
- Q1 2014: 4
- Q2 2014: 2
- Q3 2014: 4
- Q4 2014: 5
- Q1 2015: 6
- Q2 2015: 7
- Q3 2015: 8
- Q4 2015: 5
- Q1 2016: 6
- Q2 2016: 6
- Q3 2016: 10
- Q4 2016: 7
- Q1 2017: 5
- Q2 2017: 6
- Q3 2017: 4
- Q4 2017: 4
- Q1 2018: 6
- Q2 2018: 5
- Q3 2018: 6
- Q4 2018: 6
- Q1 2019: 2
- Q2 2019: 5
- Q3 2019: 7
- Q4 2019: 7
- Q1 2020: 7
- Q2 2020: 6
- Q3 2020: 7
- Q4 2020: 9
- Q1 2021: 10
- Q2 2021: 9
- Q3 2021: 9
- Q4 2021: 12
- Q1 2022: 9
- Q2 2022: 7
- Q3 2022: 11
- Q4 2022: 12
- Q1 2023: 11
- Q2 2023: 10
- Q3 2023: 12
- Q4 2023: 10
- Q1 2024: 10
- Q2 2024: 10
- Q3 2024: 10
- Q4 2024: 9
- Q1 2025: 8
- Q2 2025: 7
- Q3 2025: 6
- Q4 2025: 8
- Q1 2026: 13
- Q2 2026: 16
- Q2 2013: $313m
- Q3 2013: $26m
- Q4 2013: $39m
- Q1 2014: $48m
- Q2 2014: $17m
- Q3 2014: $21m
- Q4 2014: $191m
- Q1 2015: $204m
- Q2 2015: $219m
- Q3 2015: $205m
- Q4 2015: $189m
- Q1 2016: $171m
- Q2 2016: $118m
- Q3 2016: $538m
- Q4 2016: $682m
- Q1 2017: $751m
- Q2 2017: $798m
- Q3 2017: $785m
- Q4 2017: $740m
- Q1 2018: $684m
- Q2 2018: $713m
- Q3 2018: $677m
- Q4 2018: $493m
- Q1 2019: $221m
- Q2 2019: $305m
- Q3 2019: $285m
- Q4 2019: $659m
- Q1 2020: $535m
- Q2 2020: $836m
- Q3 2020: $929m
- Q4 2020: $1.1bn
- Q1 2021: $1.2bn
- Q2 2021: $1.2bn
- Q3 2021: $1.4bn
- Q4 2021: $3.0bn
- Q1 2022: $2.7bn
- Q2 2022: $2.1bn
- Q3 2022: $3.0bn
- Q4 2022: $2.7bn
- Q1 2023: $3.2bn
- Q2 2023: $3.5bn
- Q3 2023: $3.3bn
- Q4 2023: $2.9bn
- Q1 2024: $3.4bn
- Q2 2024: $2.5bn
- Q3 2024: $3.0bn
- Q4 2024: $2.6bn
- Q1 2025: $1.9bn
- Q2 2025: $2.3bn
- Q3 2025: $2.2bn
- Q4 2025: $1.8bn
- Q1 2026: $2.8bn
- Q2 2026: $3.4bn
Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.
Started in Q2 2026
Largest increases, by shares
- Wellington Management Group LLP1,470,168 to 2,584,056 shares+$265m
- Woodline Partners LP127,183 to 463,703 shares+$80m
- Moore Capital Management LPnew: 302,723 shares+$72m
- Steadfast Capital Management LPnew: 222,489 shares+$53m
- Holocene Advisors LPnew: 124,815 shares+$30m
Largest decreases, by shares
- Viking Global Investors LP3,142,851 to 2,101,759 shares-$248m
- Invesco Ltd1,875,656 to 1,478,084 shares-$95m
- Fidelity (FMR LLC)4,700,887 to 4,532,944 shares-$40m
- Balyasny Asset Management LLC588,272 to 513,962 shares-$18m
- AllianceBernstein LP680,605 to 626,065 shares-$10m
Left it
- Maverick Capital Ltdwas $1.4m
| Manager | Value over time | First listed | Largest | Q2 2026 |
|---|---|---|---|---|
| Fidelity (FMR LLC) | Q2 2013 | $1.4bn | $1.1bn | |
| Wellington Management Group LLP | Q1 2022 | $615m | $615m | |
| Viking Global Investors LP | Q4 2022 | $589m | $501m | |
| Invesco Ltd | Q1 2026 | $352m | $352m | |
| Millennium Management LLC | Q1 2015 | $232m | $232m | |
| Balyasny Asset Management LLC | Q4 2014 | $122m | $122m | |
| AllianceBernstein LP | Q4 2014 | $611m | $117m | |
| Woodline Partners LP | Q3 2023 | $110m | $110m | |
| Moore Capital Management LP | Q1 2021 | $72m | $72m | |
| Steadfast Capital Management LP | Q2 2026 | $53m | $53m | |
| Janus Henderson Group Ltd | Q2 2013 | $381m | $38m | |
| Holocene Advisors LP | Q1 2018 | $30m | $30m | |
| Bridgewater Associates LP | Q3 2015 | $28m | $28m | |
| Walleye Capital LLC | Q4 2020 | $24m | $24m | |
| Davidson Kempner Capital Management LP | Q4 2023 | $18m | $6.0m | |
| Capital World Investors | Q4 2021 | $1.2bn | last listed Q4 2025 | |
| MFS Investment Management | Q2 2013 | $585m | last listed Q4 2025 | |
| Point72 Asset Management LP | Q4 2014 | $128m | last listed Q1 2026 | |
| D. E. Shaw & Co. | Q1 2026 | $111m | last listed Q1 2026 | |
| AQR Capital Management LLC | Q3 2016 | $99m | last listed Q1 2022 | |
| Third Point LLC | Q3 2023 | $93m | last listed Q3 2023 | |
| Freestone Grove Partners LP | Q4 2024 | $44m | last listed Q1 2026 | |
| Marshall Wace LLP | Q3 2014 | $32m | last listed Q4 2025 | |
| Arrowstreet Capital LP | Q2 2019 | $31m | last listed Q4 2020 | |
| Schonfeld Strategic Advisors LLC | Q2 2021 | $26m | last listed Q4 2025 |
What RRX is worth
Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.
Build the comp set around RRX →How much of the picture this is
A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.
What to do with a name the funds are buying
Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.
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The holdings, every quarter, and the week between
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