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Oakmark Global Select Fund's investment thesis on RBC Bearings Incorporated ($RBC) — Q2 2026 | Buyside Digest

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$RBCNYSERBC Bearings Incorporated

BULL

Oakmark Global Select Fund—RBC

Fund Letter

Q2 2026

Published July 15, 2026

View Fund Profile

$569.41USD

+16.6% vs last month

$575.22Pitched

-1.0% since pitch

Market Cap$18.0B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

RBC Bearings is enjoying strong market tailwinds alongside other aerospace and defense businesses, supported by robust demand for its highly engineered precision bearings. The manager highlights...

— David G. Herro, Tony Coniaris, Eric Liu, M. Colin Hudson, John A. Sitarz

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