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Forest Avenue Capital Management’s Regal Rexnord RRX Stock Holding History

Forest Avenue Capital Management’s Portfolio RRX Stock Details RRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$102M Buy
427,925
+188,708
+79% +$39.4M 4.28% 11
2026
Q1 		$44.8M Buy
+239,217
New +$44.5M 2.66% 14
2025
Q1 		– Sell
-81,313
Closed -$12.6M – 22
2024
Q4 		$12.6M Sell
81,313
-181,669
-69% -$30.7M 1.15% 21
2024
Q3 		$43.6M Buy
262,982
+72
+0% +$11.1K 5.3% 7
2024
Q2 		$35.6M Buy
262,910
+102,412
+64% +$15.9M 4.92% 9
2024
Q1 		$28.9M Buy
160,498
+24,200
+18% +$3.77M 7.1% 6
2023
Q4 		$20.2M Buy
136,298
+79,900
+142% +$10.1M 6.83% 6
2023
Q3 		$8.06M Sell
56,398
-14,300
-20% -$2.2M 3.63% 13
2023
Q2 		$10.9M Buy
70,698
+21,000
+42% +$2.86M 4.99% 5
2023
Q1 		$6.99M Buy
+49,698
New +$7.2M 5.05% 11

Other funds holding RRX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Forest Avenue Capital Management's RRX Position: Q2 2026 in Review

Forest Avenue Capital Management increased its Regal Rexnord (RRX) stake by 79% in Q2 2026, buying an estimated $39.4M and bringing the position to 427,925 shares worth $102M. The position accounts for 4.28% of the portfolio, ranked #11.

Forest Avenue Capital Management first reported a position in RRX in Q1 2023 and has held it in 10 quarters since. 610 funds tracked by Wall St. Rank hold RRX as of Q2 2026.

  • Forest Avenue Capital Management held 427,925 shares of Regal Rexnord worth $102M as of Q2 2026.
  • Forest Avenue Capital Management bought 188,708 Regal Rexnord shares in Q2 2026, an estimated $39.4M.
  • Regal Rexnord made up 4.28% of Forest Avenue Capital Management's portfolio in Q2 2026, its #11 holding.
  • Forest Avenue Capital Management first reported a position in Regal Rexnord in Q1 2023 and has held it in 10 quarters since.
  • 610 funds tracked by Wall St. Rank held Regal Rexnord as of Q2 2026.

Based on Forest Avenue Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.