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Viking Global reports 5.4% stake in Regal Rexnord

Viking Global–affiliated funds and executives report a 5.4% beneficial ownership stake in Regal Rexnord’s common stock.

(Neutral)
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Form Type
SCHEDULE 13G

Rhea-AI Filing Summary

Regal Rexnord Corp (RRX) is reported to have approximately 5.4% of its common stock beneficially owned by a group of Viking Global investment entities and individuals O. Andreas Halvorsen and Rose S. Shabet, based on 66,591,867 shares outstanding as of July 31, 2026.

The group reports beneficial ownership of 3,578,745 shares of common stock, held through funds including Viking Global Equities II LP, Viking Global Equities Master Ltd., Viking Long Fund Master Ltd. and Viking Global Opportunities Liquid Portfolio Sub-Master LP. The reporting persons state they have shared voting and dispositive power over these shares and no sole voting or dispositive power.

Positive

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Negative

  • None.
Beneficially owned shares 3,578,745 shares Shares of Regal Rexnord Corp common stock beneficially owned by the Viking reporting group
Ownership percentage 5.4% Portion of Regal Rexnord common stock beneficially owned by VGI, Halvorsen and Shabet
Shares outstanding 66,591,867 shares Regal Rexnord common stock outstanding as of July 31, 2026
VGEM holdings 2,219,332 shares Common stock directly and beneficially owned by Viking Global Equities Master Ltd.
VLFM holdings 872,521 shares Common stock directly and beneficially owned by Viking Long Fund Master Ltd.
VGOL holdings 441,600 shares Common stock directly and beneficially owned by Viking Global Opportunities Liquid Portfolio Sub-Master LP
VGEII holdings 45,292 shares Common stock directly and beneficially owned by Viking Global Equities II LP
beneficially own regulatory
"may be deemed to beneficially own the shares of Common Stock directly held"
Beneficially own means having the economic rights and risks of a security—such as the right to receive dividends, sell the shares, or profit from price changes—whether or not your name appears on the official share register. Think of it like renting a car: you use it and reap the benefits even if the title lists someone else. Investors care because beneficial ownership determines who truly controls value, must be disclosed under securities rules, and can signal potential influence or trading activity that affects a stock’s price.
shared voting power regulatory
"Shared Voting Power 3,578,745.00"
Shared voting power occurs when two or more parties jointly have the right to vote or decide how a block of company shares is cast, like co-owners who must agree before moving a piece of furniture. Investors care because who controls voting rights affects board elections, major corporate decisions and takeover outcomes, and shared control can alter regulatory disclosures and the practical influence any holder has over a company’s direction and value.
shared dispositive power regulatory
"Shared Dispositive Power 3,578,745.00"
Schedule 13G regulatory
"filed by Mr. Halvorsen on February 12, 2021 (SEC File No. 005-49737)"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
investment manager financial
"VGP serves as investment manager to VGEM and has the authority"
general partner financial
"VGP, as the general partner of VGEII, has the authority"
A general partner is the person or firm that runs an investment partnership and legally represents it — they make the day-to-day decisions, choose which assets to buy or sell, and are responsible for the partnership’s obligations. Investors care because the general partner’s judgment, risk-taking and fee and profit-sharing arrangements determine both the potential returns and the level of exposure to losses; think of the GP as the ship’s captain whose skill and honesty shape the voyage’s outcome.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What stake in RRX does Viking Global report in this Schedule 13G?

Viking Global–affiliated entities and two executives report beneficial ownership of 3,578,745 shares of Regal Rexnord Corp common stock, representing 5.4% of the class, based on 66,591,867 shares outstanding as of July 31, 2026.

Which Viking Global entities directly hold RRX shares?

The filing states that Viking Global Equities II LP holds 45,292 shares, Viking Global Equities Master Ltd. holds 2,219,332 shares, Viking Long Fund Master Ltd. holds 872,521 shares, and Viking Global Opportunities Liquid Portfolio Sub-Master LP holds 441,600 shares.

What is the role of O. Andreas Halvorsen and Rose S. Shabet in the RRX holding?

O. Andreas Halvorsen and Rose S. Shabet, as Executive Committee Members of Viking Global Partners LLC and related entities, have shared authority to vote and dispose of the 3,578,745 shares and each may be deemed to beneficially own 5.4% of RRX’s common stock.

Does the Viking group report sole or shared voting power over RRX shares?

The reporting persons state they have 0 shares with sole voting or dispositive power and 3,578,745 shares with shared voting and shared dispositive power at the Viking Global Investors LP and individual level.

On what share count is the 5.4% RRX ownership calculation based?

The percentage ownership figures use 66,591,867 shares of Regal Rexnord Corp common stock outstanding as of July 31, 2026, as reported by the company in its Form 10-Q filed on August 5, 2026.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Learn about SEC filing dates





758750103

(CUSIP Number)
09/09/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G




Comment for Type of Reporting Person: See Item 4


SCHEDULE 13G




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SCHEDULE 13G




Comment for Type of Reporting Person: See Item 4


SCHEDULE 13G




Comment for Type of Reporting Person: See Item 4


SCHEDULE 13G




Comment for Type of Reporting Person: See Item 4


SCHEDULE 13G




Comment for Type of Reporting Person: See Item 4


SCHEDULE 13G




Comment for Type of Reporting Person: See Item 4


SCHEDULE 13G




Comment for Type of Reporting Person: See Item 4


SCHEDULE 13G




Comment for Type of Reporting Person: See Item 4


SCHEDULE 13G




Comment for Type of Reporting Person: See Item 4


SCHEDULE 13G




Comment for Type of Reporting Person: See Item 4


SCHEDULE 13G




Comment for Type of Reporting Person: See Item 4


SCHEDULE 13G



VIKING GLOBAL INVESTORS LP
Signature:/s/ Scott M. Hendler
Name/Title:Scott M. Hendler on behalf of Viking Global Investors LP (1)(2)
Date:09/16/2026
VIKING GLOBAL PERFORMANCE LLC
Signature:/s/ Scott M. Hendler
Name/Title:Scott M. Hendler on behalf of Viking Global Performance LLC (1)(2)
Date:09/16/2026
Viking Global Equities II LP
Signature:/s/ Scott M. Hendler
Name/Title:Scott M. Hendler on behalf of Viking Global Equities II LP (1)(2)
Date:09/16/2026
Viking Global Equities Master Ltd.
Signature:/s/ Scott M. Hendler
Name/Title:Scott M. Hendler on behalf of Viking Global Equities Master Ltd. (1)(2)
Date:09/16/2026
Viking Long Fund GP LLC
Signature:/s/ Scott M. Hendler
Name/Title:Scott M. Hendler on behalf of Viking Long Fund GP LLC (1)(2)
Date:09/16/2026
Viking Long Fund Master Ltd.
Signature:/s/ Scott M. Hendler
Name/Title:Scott M. Hendler on behalf of Viking Long Fund Master Ltd. (1)(2)
Date:09/16/2026
Viking Global Opportunities Parent GP LLC
Signature:/s/ Scott M. Hendler
Name/Title:Scott M. Hendler on behalf of Viking Global Opportunities Parent GP LLC (1)(2)
Date:09/16/2026
Viking Global Opportunities GP LLC
Signature:/s/ Scott M. Hendler
Name/Title:Scott M. Hendler on behalf of Viking Global Opportunities GP LLC (1)(2)
Date:09/16/2026
Viking Global Opportunities Portfolio GP LLC
Signature:/s/ Scott M. Hendler
Name/Title:Scott M. Hendler on behalf of Viking Global Opportunities Portfolio GP LLC (1)(2)
Date:09/16/2026
Viking Global Opportunities Liquid Portfolio Sub-Master LP
Signature:/s/ Scott M. Hendler
Name/Title:Scott M. Hendler on behalf of Viking Global Opportunities Liquid Portfolio Sub-Master LP (1)(2)
Date:09/16/2026
HALVORSEN OLE ANDREAS
Signature:/s/ Scott M. Hendler
Name/Title:Scott M. Hendler on behalf of O. Andreas Halvorsen (1)
Date:09/16/2026
Shabet Rose Sharon
Signature:/s/ Scott M. Hendler
Name/Title:Scott M. Hendler on behalf of Rose S. Shabet (2)
Date:09/16/2026

Comments accompanying signature: (1) Scott M. Hendler is signing on behalf of O. Andreas Halvorsen, individually and as an Executive Committee Member of VIKING GLOBAL PARTNERS LLC, on behalf of VIKING GLOBAL INVESTORS LP, and as an Executive Committee Member of VIKING GLOBAL PERFORMANCE LLC, on behalf of itself and VIKING GLOBAL EQUITIES II LP and VIKING GLOBAL EQUITIES MASTER LTD., and as an Executive Committee Member of VIKING LONG FUND GP LLC, on behalf of itself and VIKING LONG FUND MASTER LTD., and as an Executive Committee Member of VIKING GLOBAL OPPORTUNITIES PARENT GP LLC, on behalf of itself and VIKING GLOBAL OPPORTUNITIES GP LLC, VIKING GLOBAL OPPORTUNITIES PORTFOLIO GP LLC, and VIKING GLOBAL OPPORTUNITIES LIQUID PORTFOLIO SUB-MASTER LP, pursuant to an authorization and designation letter dated February 9, 2021, which was previously filed with the Commission as an exhibit to a Form 13G filed by Mr. Halvorsen on February 12, 2021 (SEC File No. 005-49737). (2) Scott M. Hendler is signing on behalf of Rose S. Shabet, individually and as an Executive Committee Member of VIKING GLOBAL PARTNERS LLC, on behalf of VIKING GLOBAL INVESTORS LP, and as an Executive Committee Member of VIKING GLOBAL PERFORMANCE LLC, on behalf of itself and VIKING GLOBAL EQUITIES II LP and VIKING GLOBAL EQUITIES MASTER LTD., and as an Executive Committee Member of VIKING LONG FUND GP LLC, on behalf of itself and VIKING LONG FUND MASTER LTD., and as an Executive Committee Member of VIKING GLOBAL OPPORTUNITIES PARENT GP LLC, on behalf of itself and VIKING GLOBAL OPPORTUNITIES GP LLC, VIKING GLOBAL OPPORTUNITIES PORTFOLIO GP LLC, and VIKING GLOBAL OPPORTUNITIES LIQUID PORTFOLIO SUB-MASTER LP, pursuant to an authorization and designation letter dated February 9, 2021, which was previously filed with the Commission as an exhibit to a Form 13G filed by Ms. Shabet on February 12, 2021 (SEC File No. 005-49737).
Exhibit Information

EXHIBIT A - JOINT FILING AGREEMENT

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