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 Q4 2025, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $177.51 M.
Top institutional holders include Chuck Royce and Diamond Hill Capital.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $85.19 M net inflow during the quarter.
Recent activity highlights Steven Cohen who dramatically increased their stake. Conversely, Paul Tudor Jones reduced exposure by 37.5%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for ESAB Corporation (ESAB)
Major holders include Chuck Royce ($100.33 M), Diamond Hill Capital ($39.59 M), Cliff Asness ($35.81 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 1.81 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $85.19 M, with 7 managers increasing positions and 3 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 0 fully exited ESAB. The total reported sell value was $1.04 M.
Yes, 1 managers opened new positions in ESAB, and 6 increased their existing holdings. The total reported buy value was $86.23 M.
