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EnerSys

ENS Industrials
$232.24 $-6.67 (-2.79%)
Market Cap: $8.48 B
Gurus Holding
10
Popularity Rank
#503
% of Shares Held
4.21%
Net Activity (Q1 2026)
+$85.28 M

Guru Ownership Trend

Guru Analysis for EnerSys (ENS)

EnerSys (ENS), a key player in the Industrials sector, continues to attract institutional attention.

As of Q1 2026, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $357.2 M.

Top institutional holders include Cliff Asness and Ken Fisher.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $85.28 M net inflow during the quarter.

Recent activity highlights Joel Greenblatt who increased their stake by 893.0%. Conversely, Ray Dalio reduced exposure by 59.0%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$96.78 M
Total Buy Value
New Buys 4
Additions 3
-$11.5 M
Total Sell Value
Reductions 3
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
4
Net Buyers
7

FAQs for EnerSys (ENS)

Major holders include Cliff Asness ($151.69 M), Ken Fisher ($55.64 M), Paul Tudor Jones ($20.69 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 1.54 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $85.28 M, with 7 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 1 fully exited ENS. The total reported sell value was $11.5 M.

Yes, 4 managers opened new positions in ENS, and 3 increased their existing holdings. The total reported buy value was $96.78 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.07% Add 59.6% 891,847 $151.69 M Q1 2026
0.02% Reduce 0.0% 320,285 $55.64 M Q1 2026
0.04% New Buy 119,118 $20.69 M Q1 2026
0.03% Reduce -14.3% 73,186 $12.71 M Q1 2026
0.02% New Buy 59,400 $10.32 M Q1 2026
0.05% New Buy 23,885 $4.15 M Q1 2026
0.01% Add 893.0% 22,432 $3.9 M Q1 2026
0.01% Reduce -59.0% 19,289 $3.35 M Q1 2026
0.02% New Buy 8,546 $1.48 M Q1 2026
0.00% Add 4.9% 64 $10,681 Q1 2026
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