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

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$RBCNYSERBC Bearings Incorporated

NEUTRAL

Wasatch Global Select Strategy—RBC

Fund Letter

Q2 2026

Published July 25, 2026

View Fund Profile

$569.41USD

+16.6% vs last month

$551.31Pitched

+3.3% since pitch

Market Cap$18.0B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

The Wasatch Global Select strategy gained but underperformed its benchmark MSCI AC World Index, which returned 14.93% in Q2 2026. AI enthusiasm continued...

— Mick Rasmussen, Derrick Tzau, Stuart Rigby

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Other investors who've written on RBC Bearings Incorporated

Oakmark Global Select FundBULL

Pitched Jul 15, 2026

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...

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