Jean-Marie Eveillard - First Eagle Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    418
Portfolio value:    $58,918,305,053
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
2024   Q3 0 0.00 Sell 100.00% 0.01 $88.98–112.53 · VW $102.20i SEC
2024   Q2 29,247 0.01 Reduce 49.59% <0.01 $89.21–111.42 · VW $100.25i $3,027,649 SEC
2024   Q1 58,024 0.01 Add 2.17% <0.01 $86.41–100.76 · VW $94.03i $5,480,947 SEC
2023   Q4 56,794 0.01 Add 0.00% $83.27–104.05 · VW $91.67i $5,733,923 SEC
2023   Q3 56,793 0.01 Add 21.86% <0.01 $88.42–113.34 · VW $101.86i $5,376,594 SEC
2023   Q2 46,606 0.01 Add 22.31% <0.01 $79.61–109.50 · VW $96.77i $5,057,683 SEC
2023   Q1 38,106 0.01 Add 14.68% <0.01 $71.77–94.32 · VW $85.30i $3,310,650 SEC
2022   Q4 33,227 0.01 Reduce 36.75% <0.01 $56.72–79.79 · VW $70.10i $2,453,482 SEC
2022   Q3 52,532 0.01 Add 54.92% <0.01 $55.60–72.33 · VW $62.97i $3,056,000 SEC
2022   Q2 33,910 0.01 Add 7.08% <0.01 $56.59–77.65 · VW $66.05i $1,999,000 SEC
2022   Q1 31,668 0.01 Add 187.89% <0.01 $67.71–83.26 · VW $73.75i $2,361,000 SEC
2021   Q4 11,000 <0.01 Buy <0.01 $72.13–86.82 · VW $77.72i $870,000 SEC
Price snapshot:
Current price$201.09
52-week low$84.96
52-week high$244.02