Cliff Asness's ESAB Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 320,547 shares of ESAB Corporation (ESAB) worth $35.81 M, representing 0.02% of the portfolio. First purchased in 2022-Q2, this medium-term investment has been held for 15 quarters.
Based on 13F filings, Cliff Asness has maintained a strategic position in ESAB, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2025, adding 293,920 shares. Largest reduction occurred in Q1 2023, reducing 46,437 shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's ESAB Corporation (ESAB) Holding Value Over Time
Track share changes against reported price movement
Quarterly ESAB Corporation (ESAB) Trades by Cliff Asness
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +293,920 | Add 1103.84% | 320,547 | $111.72 |
| Q3 2025 | -13,024 | Reduce 32.85% | 26,627 | $110.12 |
| Q2 2025 | -25,588 | Reduce 39.22% | 39,651 | $119.86 |
| Q1 2025 | -12,251 | Reduce 15.81% | 65,239 | $113.21 |
| Q4 2024 | -18,690 | Reduce 19.43% | 77,490 | $119.94 |
| Q3 2024 | -23,263 | Reduce 19.48% | 96,180 | $106.31 |
| Q2 2024 | -7,571 | Reduce 5.96% | 119,443 | $94.43 |
| Q1 2024 | +9,827 | Add 8.39% | 127,014 | $110.57 |
| Q4 2023 | +47,918 | Add 69.18% | 117,187 | $86.62 |
| Q3 2023 | +58,230 | Add 527.49% | 69,269 | $70.22 |
| Q2 2023 | +11,039 | New Buy | 11,039 | $66.54 |
| Q1 2023 | -46,437 | Sold Out | 0 | $0.00 |
| Q4 2022 | +183 | Add 0.40% | 46,437 | $46.92 |
| Q3 2022 | +5,094 | Add 12.38% | 46,254 | $33.36 |
| Q2 2022 | +41,160 | New Buy | 41,160 | $43.76 |
Cliff Asness's ESAB Corporation Investment FAQs
Cliff Asness first purchased ESAB Corporation (ESAB) in Q2 2022, acquiring 41,160 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 ESAB Corporation (ESAB) for 15 quarters since Q2 2022.
Cliff Asness's largest addition to ESAB Corporation (ESAB) was in Q4 2025, adding 320,547 shares worth $35.81 M.
According to the latest 13F filing for Q4 2025, Cliff Asness's firm, Aqr Capital Management LLC, owns 320,547 shares of ESAB Corporation (ESAB), valued at approximately $35.81 M.
As of the Q4 2025 filing, ESAB Corporation (ESAB) represents approximately 0.02% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.
Cliff Asness's peak holding in ESAB Corporation (ESAB) was 320,547 shares, as reported at the end of Q4 2025.