Henry Ellenbogen - Durable Capital Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    37
Portfolio value:    $9,713,928,029
Holdings Activity Buys Sells    History
Holding/activity history for  RBC Bearings Inc. (RBC)
← All RBC superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 2,275,636 12.72 Reduce 2.95% 0.29 $447.35–589.17 · VW $530.67i $1,235,943,424 SEC
2025   Q4 2,344,911 9.95 Reduce 6.99% 0.51 $364.50–465.80 · VW $427.32i $1,051,528,440 SEC
2025   Q3 2,521,043 7.29 $390.29 $983,937,872 SEC
2025   Q2 2,521,043 7.35 Reduce 4.19% 0.32 $297.28–393.51 · VW $351.24i $970,097,346 SEC
2025   Q1 2,631,346 7.57 $321.77 $846,688,202 SEC
2024   Q4 2,631,346 6.42 Add 1.87% 0.12 $272.50–346.78 · VW $306.71i $787,140,842 SEC
2024   Q3 2,583,059 5.66 Add 7.96% 0.42 $260.53–309.01 · VW $289.69i $773,316,203 SEC
2024   Q2 2,392,576 5.30 Add 1.98% 0.10 $241.43–299.25 · VW $271.02i $645,469,153 SEC
2024   Q1 2,346,200 4.92 Reduce 5.91% 0.33 $240.36–285.79 · VW $268.07i $634,295,170 SEC
2023   Q4 2,493,613 5.62 Add 8.51% 0.44 $214.14–288.16 · VW $246.87i $710,405,408 SEC
2023   Q3 2,297,979 4.96 Add 4.32% 0.21 $203.65–253.00 · VW $232.55i $538,025,823 SEC
2023   Q2 2,202,740 4.24 Add 10.19% 0.39 $195.18–236.95 · VW $213.29i $479,029,868 SEC
2023   Q1 1,999,000 4.42 Add 7.70% 0.32 $204.67–254.50 · VW $232.98i $465,227,270 SEC
2022   Q4 1,855,997 4.10 Add 9.03% 0.34 $202.13–256.29 · VW $232.06i $388,552,972 SEC
2022   Q3 1,702,253 3.98 Reduce 2.57% 0.10 $179.21–264.94 · VW $228.11i $353,745,000 SEC
2022   Q2 1,747,198 3.78 Add 8.86% 0.31 $152.90–202.73 · VW $180.50i $323,144,000 SEC
2022   Q1 1,604,993 2.79 Add 28.20% 0.61 $165.99–214.80 · VW $188.82i $311,176,000 SEC
2021   Q4 1,251,919 2.02 Reduce 11.15% 0.26 $188.51–242.74 · VW $214.51i $252,850,000 SEC
2021   Q3 1,409,069 2.34 Add 117.37% 1.26 $179.60–250.52 · VW $213.54i $299,004,000 SEC
2021   Q2 648,237 0.97 Reduce 9.51% 0.12 $185.00–208.11 · VW $197.45i $129,271,000 SEC
2021   Q1 716,401 1.23 Reduce 26.31% 0.42 $160.51–206.64 · VW $185.35i $140,966,000 SEC
2020   Q4 972,189 1.60 Reduce 6.58% 0.09 $114.49–185.13 · VW $151.55i $174,061,000 SEC
2020   Q3 1,040,637 1.41 Reduce 0.16% <0.01 $113.40–145.55 · VW $126.74i $126,136,000 SEC
2020   Q2 1,042,279 1.74 Add 161.19% 1.07 $103.09–159.04 · VW $130.57i $139,707,000 SEC
2020   Q1 399,048 0.92 Buy 0.92 $77.63–185.06 · VW $143.20i $45,009,000 SEC
Price snapshot:
Current price$584.59
Avg. buy price$207.31
+/- since buy181.99%
52-week low$364.50
52-week high$667.69