What Makes RBC Bearings (RBC) an Investment Bet?
Artisan Partners, an investment management company, released its “Artisan Mid Cap Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here.
No. | Hedge Fund | Shares | Value | Activity | % Port |
---|---|---|---|---|---|
1. | Durable Capital Partners Henry Ellenbogen | 2,521,043 | $970,097,346 | -5% | 7.35% |
2. | Maren Capital Bradley Schatz | 428,546 | $164,904,501 | +2% | 9.94% |
3. | Greenhouse Funds Joe Milano | 227,434 | $87,516,603 | +29% | 3.61% |
4. | Royce & Associates Chuck Royce | 131,799 | $50,716,255 | +5% | 0.52% |
5. | Driehaus Capital Richard Driehaus | 64,316 | $24,748,797 | +82% | 0.2% |
Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$58.54 | 2,000 | $117,075.00 | 10,250 | 2014-08-14 | Filing | |
$64.58 | 1,500 | $96,870.00 | 7,000 | 2014-02-26 | Filing | |
$66.83 | 2,250 | $150,367.50 | 5,500 | 2013-11-18 | Filing | |
$60.08 | 250 | $15,020.50 | 3,250 | 2013-08-26 | Filing | |
$60.15 | 500 | $30,074.00 | 3,000 | 2013-08-26 | Filing |
Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$402.75 | 48,743 | $19,631,253.00 | 111,134 | 2025-08-07 | Filing | |
$367.32 | 595 | $218,555.40 | 6,985 | 2025-06-17 | Filing | |
$377.00 | 500 | $188,500.60 | 32,267 | 2025-06-11 | Filing | |
$371.37 | 9,000 | $3,342,328.20 | 302,853 | 2025-06-12 | Filing | |
$375.00 | 5,000 | $1,875,004.00 | 311,853 | 2025-06-11 | Filing |
No. | Name | Shares | Value | % Port |
---|---|---|---|---|
1. | 2,946,581 | $1,133,844,369 | 0.02% | |
2. | 2,728,154 | $1,049,793,486 | 0.02% | |
3. | 1,546,136 | $594,953,326 | 1.42% | |
4. | 1,322,678 | $508,966,494 | 2.66% | |
5. | 928,104 | $357,134,493 | 0.02% |