SCHEDULE: Viking Global Reduces Stake in Regal Rexnord Below 5%
Beneficial Ownership Report (Schedule 13G Amendment)
Viking Global Investors LP and its affiliates have reduced their beneficial ownership in Regal Rexnord Corp to 4.7% of common stock, as disclosed in an amended Schedule 13G filing.
Summary
- Viking Global Investors LP, along with its affiliated entities and executive committee members O. Andreas Halvorsen, David C. Ott, and Rose S. Shabet, collectively beneficially own 3,123,262 shares of Regal Rexnord Corp common stock.
- This aggregate ownership represents 4.7% of Regal Rexnord Corp's outstanding common stock, based on 66,400,000 shares outstanding as of September 30, 2025.
- The filing indicates that Viking Global Investors LP and the named individuals each have shared voting and shared dispositive power over these 3,123,262 shares.
- Individual Viking Global entities also reported beneficial ownership: Viking Global Performance LLC (3.1%), Viking Global Equities Master Ltd. (3.0%), Viking Long Fund Master Ltd. (1.2%), and Viking Global Opportunities Liquid Portfolio Sub-Master LP (0.5%).
- The filing is an Amendment No. 2, indicating a change from a previous filing where the beneficial ownership was likely above 5%.
Sentiment
Score: 4
Explanation: The sentiment is moderately negative as a significant institutional investor has reduced its stake below the 5% threshold, which can be interpreted as a loss of confidence or a reallocation of capital.
Negatives
- Viking Global Investors LP and its affiliates have reduced their beneficial ownership in Regal Rexnord Corp to below the 5% threshold, now holding 4.7% of the common stock.
Future Outlook
NA
Industry Context
This filing is a routine disclosure by a passive institutional investor, Viking Global Investors LP, indicating a change in its ownership stake in Regal Rexnord Corp. Such filings provide transparency into significant institutional holdings and can signal shifts in investor sentiment towards a company.
Stakeholder Impact
- Shareholders may view the reduction in Viking Global's stake as a negative signal, potentially influencing market perception and share price.
- The change in ownership structure could alter the composition of the company's institutional investor base.
Key Dates
| Date | Description |
|---|---|
| 09/30/2025 | Date of event which required the filing of this statement, reflecting the ownership percentage. |
| 11/14/2025 | Date the joint filing agreement was made and the Schedule 13G Amendment No. 2 was signed. |
Keywords
Regal Rexnord Corp, Viking Global Investors, Beneficial Ownership, Schedule 13G, Institutional Investor, Common Stock, Shareholding, Investment Management
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