Jeremy Grantham's ENS Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 73,186 shares of EnerSys (ENS) worth $12.71 M, representing 0.03% of the portfolio. First purchased in 2018-Q2, this long-term strategic position has been held for 32 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in ENS, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2022, adding 61,800 shares. Largest reduction occurred in Q3 2022, reducing 48,576 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's EnerSys (ENS) Holding Value Over Time
Track share changes against reported price movement
Quarterly EnerSys (ENS) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -12,187 | Reduce 14.28% | 73,186 | $173.72 |
| Q4 2025 | -11,968 | Reduce 12.29% | 85,373 | $146.75 |
| Q3 2025 | +5,290 | Add 5.75% | 97,341 | $112.96 |
| Q2 2025 | +27,027 | Add 41.56% | 92,051 | $85.77 |
| Q1 2025 | -28,195 | Reduce 30.25% | 65,024 | $91.58 |
| Q4 2024 | -5,500 | Reduce 5.57% | 93,219 | $92.43 |
| Q3 2024 | -18,617 | Reduce 15.87% | 98,719 | $102.05 |
| Q2 2024 | +1,800 | Add 1.56% | 117,336 | $103.52 |
| Q1 2024 | +4,400 | Add 3.96% | 115,536 | $94.46 |
| Q4 2023 | -4,400 | Reduce 3.81% | 111,136 | $100.96 |
| Q3 2023 | -19,088 | Reduce 14.18% | 115,536 | $94.67 |
| Q2 2023 | -1,400 | Reduce 1.03% | 134,624 | $108.52 |
| Q1 2023 | -1,100 | Reduce 0.80% | 136,024 | $86.88 |
| Q4 2022 | +2,600 | Add 1.93% | 137,124 | $73.84 |
| Q3 2022 | -48,576 | Reduce 26.53% | 134,524 | $58.17 |
| Q2 2022 | +61,800 | Add 50.95% | 183,100 | $58.96 |
| Q1 2022 | +34,000 | Add 38.95% | 121,300 | $74.57 |
| Q4 2021 | +26,900 | Add 44.54% | 87,300 | $79.06 |
| Q3 2021 | -200 | Reduce 0.33% | 60,400 | $74.44 |
| Q2 2021 | +12,300 | Add 25.47% | 60,600 | $97.72 |
| Q1 2021 | -11,200 | Reduce 18.82% | 48,300 | $90.81 |
| Q4 2020 | +4,400 | Add 7.99% | 59,500 | $83.06 |
| Q3 2020 | +23,900 | Add 76.60% | 55,100 | $67.11 |
| Q2 2020 | +20,100 | Add 181.08% | 31,200 | $64.39 |
| Q1 2020 | +3,600 | Add 48.00% | 11,100 | $49.55 |
| Q4 2019 | -4,600 | Reduce 38.02% | 7,500 | $74.80 |
| Q3 2019 | -26,300 | Reduce 68.49% | 12,100 | $65.95 |
| Q2 2019 | +17,500 | Add 83.73% | 38,400 | $68.49 |
| Q4 2018 | +9,000 | Add 75.63% | 20,900 | $77.61 |
| Q3 2018 | +6,100 | Add 105.17% | 11,900 | $87.14 |
| Q2 2018 | +5,800 | New Buy | 5,800 | $74.66 |
Jeremy Grantham's EnerSys Investment FAQs
Jeremy Grantham first purchased EnerSys (ENS) in Q2 2018, acquiring 5,800 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held EnerSys (ENS) for 32 quarters since Q2 2018.
Jeremy Grantham's largest addition to EnerSys (ENS) was in Q2 2022, adding 183,100 shares worth $10.8 M.
According to the latest 13F filing for Q1 2026, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 73,186 shares of EnerSys (ENS), valued at approximately $12.71 M.
As of the Q1 2026 filing, EnerSys (ENS) represents approximately 0.03% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in EnerSys (ENS) was 183,100 shares, as reported at the end of Q2 2022.