C.T. Fitzpatrick - Vulcan Value Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    33
Portfolio value:    $3,772,296,111
Holdings Activity Buys Sells    History
Holding/activity history for  EnerSys (ENS)
← All ENS superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q1 0 0.00 Sell 100.00% 0.17 $88.50–103.67 · VW $96.46i SEC
2024   Q4 109,472 0.17 Reduce 9.18% 0.02 $90.82–104.36 · VW $96.95i $10,118,537 SEC
2024   Q3 120,533 0.21 Reduce 12.98% 0.03 $88.98–112.53 · VW $102.20i $12,300,350 SEC
2024   Q2 138,507 0.22 Reduce 40.42% 0.13 $89.21–111.42 · VW $100.25i $14,338,000 SEC
2024   Q1 232,483 0.32 Reduce 1.51% <0.01 $86.41–100.76 · VW $94.03i $21,960,000 SEC
2023   Q4 236,059 0.35 Reduce 7.41% 0.03 $83.27–104.05 · VW $91.67i $23,832,000 SEC
2023   Q3 254,960 0.37 Reduce 0.52% <0.01 $88.42–113.34 · VW $101.86i $24,137,000 SEC
2023   Q2 256,286 0.35 Reduce 45.74% 0.24 $79.61–109.50 · VW $96.77i $27,812,000 SEC
2023   Q1 472,309 0.52 Reduce 2.97% 0.01 $71.77–94.32 · VW $85.30i $41,034,000 SEC
2022   Q4 486,784 0.48 Reduce 51.68% 0.36 $56.72–79.79 · VW $70.10i $35,944,000 SEC
2022   Q3 1,007,431 0.69 Reduce 6.41% 0.04 $55.60–72.33 · VW $62.97i $58,602,000 SEC
2022   Q2 1,076,460 0.62 Add 0.75% <0.01 $56.59–77.65 · VW $66.05i $63,468,000 SEC
2022   Q1 1,068,441 0.49 Add 2.17% 0.01 $67.71–83.26 · VW $73.75i $79,674,000 SEC
2021   Q4 1,045,755 0.42 Add 99.81% 0.21 $72.13–86.82 · VW $77.72i $82,677,000 SEC
2021   Q3 523,385 0.21 Add 15.40% 0.03 $72.66–100.23 · VW $86.41i $38,961,000 SEC
2021   Q2 453,525 0.24 Reduce 6.77% 0.02 $84.57–99.57 · VW $93.37i $44,323,000 SEC
2021   Q1 486,481 0.26 Reduce 17.12% 0.05 $80.57–104.47 · VW $90.07i $44,172,000 SEC
2020   Q4 586,981 0.32 Reduce 20.67% 0.08 $66.38–86.87 · VW $78.10i $48,755,000 SEC
2020   Q3 739,964 0.39 Add 1.82% <0.01 $60.16–80.22 · VW $69.16i $49,666,000 SEC
2020   Q2 726,720 0.37 Add 5.63% 0.02 $41.43–74.80 · VW $60.66i $46,786,000 SEC
2020   Q1 687,984 0.35 Add 7.28% 0.02 $35.21–78.97 · VW $59.81i $34,069,000 SEC
2019   Q4 641,305 0.37 Reduce 0.37% <0.01 $59.22–77.62 · VW $69.63i $47,989,000 SEC
2019   Q3 643,656 0.36 Buy 0.36 $53.56–69.99 · VW $62.81i $42,443,000 SEC
2017   Q2 0 0.00 Sell 100.00% 0.41 $71.75–84.74 · VW $77.04i SEC
2017   Q1 588,403 0.41 Add 4.99% 0.02 $73.98–81.63 · VW $77.86i $46,449,000 SEC
2016   Q4 560,445 0.40 Reduce 39.50% 0.24 $63.10–83.70 · VW $74.38i $43,771,000 SEC
2016   Q3 926,320 0.60 Add 1.03% <0.01 $58.35–73.12 · VW $67.19i $64,092,000 SEC
2016   Q2 916,861 0.56 Reduce 44.22% 0.38 $52.37–67.94 · VW $59.44i $54,526,000 SEC
2016   Q1 1,643,668 0.85 Add 0.36% <0.01 $42.60–58.89 · VW $51.39i $91,585,000 SEC
2015   Q4 1,637,784 0.84 Reduce 4.06% 0.04 $51.54–66.95 · VW $59.49i $91,601,000 SEC
2015   Q3 1,707,139 0.89 Add 16.44% 0.13 $49.21–71.10 · VW $57.36i $91,469,000 SEC
2015   Q2 1,466,107 0.98 Reduce 2.47% 0.02 $63.63–73.27 · VW $68.58i $103,053,000 SEC
2015   Q1 1,503,184 0.97 Add 4.45% 0.04 $57.47–66.89 · VW $62.55i $96,565,000 SEC
2014   Q4 1,439,202 1.01 Add 55.25% 0.36 $50.63–63.39 · VW $59.73i $88,828,000 SEC
2014   Q3 927,038 0.79 Add 25.89% 0.16 $57.88–70.00 · VW $63.11i $53,898,000 SEC
2014   Q2 736,382 0.79 Add 58.88% 0.29 $62.72–71.94 · VW $68.13i $50,656,000 SEC
2014   Q1 463,479 0.59 Buy 0.59 $64.46–74.17 · VW $69.70i $32,114,000 SEC
Price snapshot:
Current price$201.09
52-week low$84.96
52-week high$244.02