Core Insights - Artisan Mid Cap Fund reported strong performance in Q3 2025, with returns of 8.80% for Investor Class and Advisor Class funds, and 8.83% for Institutional Class, significantly outperforming the Russell Midcap Growth Index's 2.78% return [1] - The fund's outperformance was primarily driven by holdings in the health care sector [1] Company Overview: RBC Bearings Incorporated - RBC Bearings Incorporated, headquartered in Oxford, Connecticut, specializes in engineered precision bearings and components, with a one-month return of 1.10% and a 52-week gain of 32.13% [2] - As of October 14, 2025, RBC Bearings' stock closed at $383.98 per share, with a market capitalization of $12.119 billion [2] Investment Thesis on RBC Bearings - The company derives over 70% of its revenue from sole- or primary-sourced components, highlighting its critical role in customer supply chains [3] - RBC Bearings is positioned to benefit from the production ramp-up of next-generation aircraft, supported by long-term contracts with Boeing and Airbus, along with steady aftermarket demand for maintenance and repair [3] - The company has a strong backlog and successful integration of its VACCO acquisition, indicating continued growth potential [3]