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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Forest Avenue Capital Management's RRX Position: Q1 2026 in Review

Forest Avenue Capital Management opened a new position in Regal Rexnord (RRX) in Q1 2026: 239,217 shares worth $44.8M. The stake represents 2.66% of the portfolio and ranks #14 among its holdings. This is a return to the name: Forest Avenue Capital Management previously reported a position in RRX as recently as Q4 2024.

Forest Avenue Capital Management first reported a position in RRX in Q1 2023 and has held it in 9 quarters since. 545 funds tracked by Wall St. Rank hold RRX as of Q1 2026.

  • Forest Avenue Capital Management held 239,217 shares of Regal Rexnord worth $44.8M as of Q1 2026.
  • Regal Rexnord was a new Forest Avenue Capital Management position in Q1 2026.
  • Regal Rexnord made up 2.66% of Forest Avenue Capital Management's portfolio in Q1 2026, its #14 holding.
  • Forest Avenue Capital Management first reported a position in Regal Rexnord in Q1 2023 and has held it in 9 quarters since.
  • 545 funds tracked by Wall St. Rank held Regal Rexnord as of Q1 2026.

Based on Forest Avenue Capital Management's 13F filing for Q1 2026, filed 14 May 2026.