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 Q1 2026, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $157.24 M.
Top institutional holders include Chuck Royce and Diamond Hill Capital.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $9.33 M net outflow during the quarter.
Recent activity highlights Paul Tudor Jones who increased their stake by 86.5%. Conversely, Steven Cohen reduced exposure by 55.2%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for ESAB Corporation (ESAB)
Major holders include Chuck Royce ($78.64 M), Diamond Hill Capital ($43.67 M), Cliff Asness ($21.79 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 1.72 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $9.33 M, with 4 managers increasing positions and 6 managers reducing holdings.
During the most recent reporting period, 4 managers trimmed their positions, while 2 fully exited ESAB. The total reported sell value was $24.55 M.
Yes, 0 managers opened new positions in ESAB, and 4 increased their existing holdings. The total reported buy value was $15.22 M.
