Blue Grotto Capital’s RB Global RBA Stock Holding History

Blue Grotto Capital’s Portfolio RBA Stock Details RBA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$68M	Buy	584,062 +134,062	+30%	+$14.1M	5.68%	5
2026 Q1	$43.1M	Buy	+450,000	New	+$47.7M	4.97%	11

Other funds holding RBA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

EIG

EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Blue Grotto Capital's RBA Position: Q2 2026 in Review

Blue Grotto Capital increased its RB Global (RBA) stake by 30% in Q2 2026, buying an estimated $14.1M and bringing the position to 584,062 shares worth $68M. The position accounts for 5.68% of the portfolio, ranked #5.

Blue Grotto Capital first reported a position in RBA in Q1 2026 and has held it in 2 quarters since. 559 funds tracked by Wall St. Rank hold RBA as of Q2 2026.

Blue Grotto Capital held 584,062 shares of RB Global worth $68M as of Q2 2026.
Blue Grotto Capital bought 134,062 RB Global shares in Q2 2026, an estimated $14.1M.
RB Global made up 5.68% of Blue Grotto Capital's portfolio in Q2 2026, its #5 holding.
Blue Grotto Capital first reported a position in RB Global in Q1 2026 and has held it in 2 quarters since.
559 funds tracked by Wall St. Rank held RB Global as of Q2 2026.

Based on Blue Grotto Capital's 13F filing for Q2 2026, filed 3 Aug 2026.