Cliff Asness's ENS Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 891,847 shares of EnerSys (ENS) worth $151.69 M, representing 0.07% of the portfolio. First purchased in 2012-Q4, this long-term strategic position has been held for 54 quarters.
Based on 13F filings since 2013, Cliff Asness has maintained a long-term strategic position in ENS, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2023, adding 339,141 shares. Largest reduction occurred in Q4 2024, reducing 196,817 shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's EnerSys (ENS) Holding Value Over Time
Track share changes against reported price movement
Quarterly EnerSys (ENS) Trades by Cliff Asness
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +332,951 | Add 59.57% | 891,847 | $170.09 |
| Q4 2025 | -93,232 | Reduce 14.30% | 558,896 | $146.75 |
| Q3 2025 | +151,589 | Add 30.29% | 652,128 | $111.92 |
| Q2 2025 | +38,005 | Add 8.22% | 500,539 | $85.77 |
| Q1 2025 | -110,142 | Reduce 19.23% | 462,534 | $91.58 |
| Q4 2024 | -196,817 | Reduce 25.58% | 572,676 | $92.43 |
| Q3 2024 | -138,760 | Reduce 15.28% | 769,493 | $101.58 |
| Q2 2024 | +133,211 | Add 17.19% | 908,253 | $103.52 |
| Q1 2024 | -42,364 | Reduce 5.18% | 775,042 | $94.46 |
| Q4 2023 | +214,237 | Add 35.52% | 817,406 | $100.96 |
| Q3 2023 | +339,141 | Add 128.45% | 603,169 | $94.67 |
| Q2 2023 | +52,620 | Add 24.89% | 264,028 | $108.05 |
| Q1 2023 | +31,201 | Add 17.31% | 211,408 | $86.12 |
| Q4 2022 | -27,767 | Reduce 13.35% | 180,207 | $73.65 |
| Q3 2022 | -63,084 | Reduce 23.27% | 207,974 | $58.17 |
| Q2 2022 | +18,381 | Add 7.27% | 271,058 | $56.78 |
| Q1 2022 | +24,386 | Add 10.68% | 252,677 | $74.57 |
| Q4 2021 | +3,967 | Add 1.77% | 228,291 | $79.06 |
| Q3 2021 | +15,991 | Add 7.68% | 224,324 | $74.44 |
| Q2 2021 | +64,022 | Add 44.36% | 208,333 | $96.48 |
| Q1 2021 | +46,995 | Add 48.29% | 144,311 | $90.80 |
| Q4 2020 | -63,043 | Reduce 39.31% | 97,316 | $82.59 |
| Q3 2020 | +85,632 | Add 114.59% | 160,359 | $67.12 |
| Q2 2020 | +67,822 | Add 982.22% | 74,727 | $63.73 |
| Q1 2020 | -28,712 | Reduce 80.61% | 6,905 | $48.81 |
| Q4 2019 | -4,860 | Reduce 12.01% | 35,617 | $74.82 |
| Q3 2019 | -56,955 | Reduce 58.46% | 40,477 | $65.94 |
| Q2 2019 | -176,311 | Reduce 64.41% | 97,432 | $68.50 |
| Q1 2019 | -185,274 | Reduce 40.36% | 273,743 | $65.16 |
| Q4 2018 | +55,997 | Add 13.89% | 459,017 | $77.61 |
| Q3 2018 | +52,365 | Add 14.93% | 403,020 | $87.13 |
| Q2 2018 | +40,139 | Add 12.93% | 350,655 | $74.64 |
| Q1 2018 | -119,537 | Reduce 27.80% | 310,516 | $69.37 |
| Q4 2017 | -4,769 | Reduce 1.10% | 430,053 | $69.63 |
| Q3 2017 | -94,897 | Reduce 17.91% | 434,822 | $69.17 |
| Q2 2017 | +66,919 | Add 14.46% | 529,719 | $72.45 |
| Q1 2017 | +283,527 | Add 158.15% | 462,800 | $78.94 |
| Q4 2016 | +105,717 | Add 143.72% | 179,273 | $78.10 |
| Q3 2016 | +62,175 | Add 546.31% | 73,556 | $69.19 |
| Q2 2016 | -2,258 | Reduce 16.56% | 11,381 | $59.49 |
| Q1 2016 | +8,245 | Add 152.86% | 13,639 | $55.72 |
| Q4 2015 | +5,394 | New Buy | 5,394 | $55.99 |
| Q3 2015 | -5,013 | Sold Out | 0 | $0.00 |
| Q2 2015 | -4,679 | Reduce 48.28% | 5,013 | $70.22 |
| Q1 2015 | -100 | Reduce 1.02% | 9,692 | $64.28 |
| Q4 2014 | -5,959 | Reduce 37.83% | 9,792 | $61.68 |
| Q3 2014 | -3,000 | Reduce 16.00% | 15,751 | $58.66 |
| Q2 2014 | +5,400 | Add 40.45% | 18,751 | $68.80 |
| Q1 2014 | -37,700 | Reduce 73.85% | 13,351 | $69.28 |
| Q4 2013 | -17,177 | Reduce 25.18% | 51,051 | $70.09 |
| Q3 2013 | -19,003 | Reduce 21.78% | 68,228 | $60.63 |
| Q2 2013 | +87,231 | Add 0.00% | 87,231 | $49.04 |
| Q4 2012 | +189,247 | Add 0.00% | 189,247 | $37.63 |
Cliff Asness's EnerSys Investment FAQs
Cliff Asness first purchased EnerSys (ENS) in Q4 2012, acquiring 189,247 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held EnerSys (ENS) for 54 quarters since Q4 2012.
Cliff Asness's largest addition to EnerSys (ENS) was in Q3 2023, adding 603,169 shares worth $57.1 M.
According to the latest 13F filing for Q1 2026, Cliff Asness's firm, Aqr Capital Management LLC, owns 891,847 shares of EnerSys (ENS), valued at approximately $151.69 M.
As of the Q1 2026 filing, EnerSys (ENS) represents approximately 0.07% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.
Cliff Asness's peak holding in EnerSys (ENS) was 908,253 shares, as reported at the end of Q2 2024.