SCHEDULE: Viking Global Discloses 5.2% Stake in Regal Rexnord
Beneficial Ownership Disclosure
Viking Global Investors LP and its affiliates have reported a beneficial ownership of 5.2% in Regal Rexnord Corp. common stock as of June 30, 2025.
Summary
- Viking Global Investors LP and its affiliated entities, including Viking Global Performance LLC, Viking Global Equities II LP, Viking Global Equities Master Ltd., Viking Long Fund GP LLC, Viking Long Fund Master Ltd., Viking Global Opportunities Parent GP LLC, Viking Global Opportunities GP LLC, Viking Global Opportunities Portfolio GP LLC, and Viking Global Opportunities Liquid Portfolio Sub-Master LP, collectively reported beneficial ownership.
- The aggregate beneficial ownership by Viking Global Investors LP and its Executive Committee Members (O. Andreas Halvorsen, David C. Ott, and Rose S. Shabet) is 3,430,128 shares of Regal Rexnord Corp. common stock.
- This represents 5.2% of the total 66,400,000 shares of common stock outstanding as of June 30, 2025, as reported by Regal Rexnord Corp. in its Form 10-Q filed on August 6, 2025.
- The shares are held with shared voting and shared dispositive power by the various Viking Global entities and individuals.
- The filing is an Amendment No. 1 to a Schedule 13G, indicating a change from a previous filing.
Sentiment
Score: 5
Explanation: The filing is a neutral, factual disclosure of beneficial ownership and does not contain information that would inherently indicate positive or negative sentiment regarding the issuer's performance or prospects.
Future Outlook
NA
Industry Context
This filing indicates a significant passive investment by a major global investment firm, Viking Global Investors, in Regal Rexnord Corp., a company operating in the industrial sector. Such disclosures are common for large institutional investors accumulating positions in publicly traded companies.
Stakeholder Impact
- Shareholders: Increased transparency regarding significant institutional ownership.
- Company Management: Awareness of a large passive shareholder, potentially influencing future engagement.
Key Dates
| Date | Description |
|---|---|
| 06/30/2025 | Date of event requiring the filing of this statement (beneficial ownership calculation date). |
| 08/06/2025 | Date Regal Rexnord Corp. filed its quarterly report on Form 10-Q, reporting 66,400,000 shares outstanding. |
| 08/14/2025 | Date of filing of this Schedule 13G Amendment No. 1. |
Keywords
Regal Rexnord, Viking Global Investors, SEC Filing, Schedule 13G, Beneficial Ownership, Common Stock, Institutional Investor, Investment Management, Industrial Company
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