What smart money is saying about RB Global
RBA
No fund has written a full thesis on RB Global in our archive, but 4 fund letters report a position in it — most recently Ave Maria Funds in June 2026.
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4
Reported positions
1
Bought
0
Sold
4
Letters
Position history
Every position in RB Global on record in the archive was reported in Q2 2026, across 4 fund letters — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 4 | 1 | 0 | 0 |
Fund activity · 4 positions · 1 move
- New positionAve Maria FundsJune 2026
“Proceeds were used to initiate positions in GFL Environmental, Inc., MSCI, Inc., RB Global, Inc. and SharkNinja, Inc.”
RB Global - June 2026
“Conversely, Materials and Industrials holdings such as PPG Industries and RB Global contributed to relative results.”
RB Global - June 2026
“Largest Contributors UnitedHealth Group (UNH), a comprehensive health care company that touches all key aspects of the U.S. health care system through its managed care, health care IT, pharmacy benets management, primary care provider, home health, and facilities operations, was the largest contributor. The stock’s valuation was positively impacted by a better than expected nal rate ruling provided for the Medicare Advantage program and favorable rst quarter earnings. RB Global (RBA), a leading auction marketplace for salvaged vehicles and used construction, agricultural, mining, and transportation equipment, was the second-largest contributor.”
RB Global - June 2026
“Industrials and Materials holdings such as RB Global and PPG Industries also contributed to relative results.”
RB Global
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