Guru Ownership Trend
Guru Analysis for ESAB Corporation (ESAB)
ESAB Corporation (ESAB), a key player in the Industrials sector, continues to attract institutional attention.
As of Q3 2025, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $125.52 M.
Top institutional holders include Chuck Royce and Diamond Hill Capital.
Institutional sentiment is currently Bullish. This is evidenced by a $13.39 M net inflow during the quarter.
Recent activity highlights Steven Cohen who opened a new position. Conversely, Joel Greenblatt reduced exposure by 69.4%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 0.88% | Add 27.6% | 785,506 | $87.77 M | Q3 2025 | |
| 0.09% | Add 8.3% | 168,668 | $18.85 M | Q3 2025 | |
| 0.00% | Reduce -32.9% | 26,627 | $2.93 M | Q3 2025 | |
| 0.00% | Reduce -49.5% | 24,587 | $2.75 M | Q3 2025 | |
| 0.00% | Reduce -42.1% | 20,500 | $2.29 M | Q3 2025 | |
| 0.00% | Reduce -69.4% | 9,101 | $1.02 M | Q3 2025 | |
| 0.00% | New Buy | 7,060 | $788,872 | Q3 2025 | |
| 0.01% | Reduce -3.8% | 5,369 | $599,932 | Q3 2025 | |
| 0.00% | New Buy | 2,601 | $290,636 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
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Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for ESAB Corporation (ESAB)
Major holders include Chuck Royce ($87.77 M), Diamond Hill Capital ($18.85 M), Cliff Asness ($2.93 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 1.05 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $13.39 M, with 4 managers increasing positions and 5 managers reducing holdings.
During the most recent reporting period, 5 managers trimmed their positions, while 0 fully exited ESAB. The total reported sell value was $8.12 M.
Yes, 2 managers opened new positions in ESAB, and 2 increased their existing holdings. The total reported buy value was $21.51 M.