RBC
Rbc Bearings Inc
3 super-investors hold RBC worth a combined $1.25B. The largest position: Henry Ellenbogen at 12.7% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 36 — ranked #178 of 724 scored stocks.
Why super-investors own RBC
Henry Ellenbogen dominates the super-investor story on RBC (Rbc Bearings), holding $1.2B worth at a 12.7% portfolio concentration — an unusually high-conviction allocation that accounts for nearly all of the cohort's $1.3B combined exposure. Torray Funds and Joel Greenblatt hold token positions of $5M and $11M respectively. The cohort count has held flat at a single primary owner for eight consecutive quarters, and 2026Q1 saw zero activity — no additions, trims, or exits across any of the three holders. Interest is neither rising nor fading; this is effectively Ellenbogen's thesis, held steadily, with two minor satellites alongside it.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2020Q1 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (3) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Henry Ellenbogen | 12.7% | 25q | $1.24B | 2,275,636 |
| 2 | Joel Greenblatt | <0.1% | 33q | $11M | 20,661 |
| 3 | Torray Funds | 0.7% | 22q | $5M | 9,080 |
Owners of RBC also hold
Long US equity 13F-HR filings only. CUSIP 75524B104. Not investment advice.