SCHEDULE: Viking Global Investors Adjusts Regal Rexnord Stake Below 5%
Beneficial Ownership Report
Viking Global Investors LP and its affiliates reported a decrease in their beneficial ownership of Regal Rexnord Corp. common stock, falling below the 5% threshold after briefly exceeding it.
Summary
- Viking Global Investors LP and its affiliated entities, along with executive committee members O. Andreas Halvorsen, David C. Ott, and Rose S. Shabet, filed a Schedule 13G for Regal Rexnord Corp.
- The reporting persons' beneficial ownership of Regal Rexnord common stock exceeded 5% on January 6, 2026, triggering the filing requirement.
- On January 6, 2026, the aggregate beneficial ownership was 3,331,571 shares, representing 5.02% of the outstanding common stock.
- Prior to the filing deadline, subsequent dispositions of common stock caused their beneficial ownership to fall below 5%.
- As of the filing date, January 13, 2026, the aggregate beneficial ownership decreased to 3,301,545 shares, representing 4.97% of the outstanding common stock.
- The percentages are based on 66,389,673 shares of Common Stock outstanding as of October 27, 2025, as reported by Regal Rexnord Corp. in its Form 10-Q.
Sentiment
Score: 5
Explanation: The filing is a factual report of beneficial ownership changes, which is neutral in sentiment regarding the company's operational performance. The slight reduction in stake by the reporting entity could be interpreted as mildly negative for investor sentiment, but the filing itself is a compliance document.
Negatives
- Viking Global Investors and its affiliates reduced their beneficial ownership in Regal Rexnord Corp. from 5.02% to 4.97% between January 6, 2026, and January 13, 2026.
Future Outlook
NA
Industry Context
NA
Stakeholder Impact
- Shareholders: Provides transparency regarding significant institutional ownership changes, indicating a slight reduction in Viking Global Investors' stake.
Key Dates
| Date | Description |
|---|---|
| 2025-10-27 | Date of outstanding shares calculation (66,389,673 shares) as reported by Regal Rexnord Corp. in its Form 10-Q. |
| 2026-01-06 | Date when Viking Global Investors' beneficial ownership of Regal Rexnord Corp. common stock exceeded 5% (5.02% or 3,331,571 shares). |
| 2026-01-13 | Filing date of the Schedule 13G, by which time beneficial ownership had fallen to 4.97% (3,301,545 shares). |
Keywords
Regal Rexnord Corp, Viking Global Investors, Schedule 13G, Beneficial Ownership, Institutional Investor, Common Stock, Equity Stake, Investment Management
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