Martin Whitman - Third Avenue Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    53
Portfolio value:    $616,036,133
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
2016   Q3 0 0.00 Sell 100.00% 0.10 $58.35–73.12 · VW $67.19i SEC
2016   Q2 35,906 0.10 $59.46 $2,135,000 SEC
2016   Q1 35,906 0.08 Reduce 22.97% 0.02 $42.60–58.89 · VW $51.39i $2,001,000 SEC
2015   Q4 46,616 0.09 Reduce 27.58% 0.03 $51.54–66.95 · VW $59.49i $2,607,000 SEC
2015   Q3 64,368 0.10 $53.58 $3,449,000 SEC
2015   Q2 64,368 0.12 Reduce 49.72% 0.11 $63.63–73.27 · VW $68.58i $4,524,000 SEC
2015   Q1 128,025 0.22 Add 0.02% $57.47–66.89 · VW $62.55i $8,224,000 SEC
2014   Q4 128,000 0.21 Reduce 74.38% 0.49 $50.63–63.39 · VW $59.73i $7,900,000 SEC
2014   Q3 499,585 0.66 $58.64 $29,296,000 SEC
2014   Q2 499,585 0.71 Reduce 12.81% 0.10 $62.72–71.94 · VW $68.13i $34,366,000 SEC
2014   Q1 572,989 0.81 Reduce 4.84% 0.04 $64.46–74.17 · VW $69.70i $39,702,000 SEC
2013   Q4 602,118 0.82 Reduce 41.78% 0.53 $59.40–71.75 · VW $67.74i $42,202,000 SEC
2013   Q3 1,034,161 1.28 Add 5.38% 0.07 $48.99–61.17 · VW $54.61i $62,701,000 SEC
2013   Q2 981,376 1.02 Add 4.34% 0.04 $42.37–51.79 · VW $47.37i $48,127,000 SEC
2013   Q1 940,550 1.01 Add 14.06% 0.13 $37.72–45.87 · VW $41.57i $42,870,000 SEC
2012   Q4 824,622 0.84 Buy 0.84 $31.07–37.75 · VW $34.75i $31,031,000 SEC
Price snapshot:
Current price$201.09
52-week low$84.96
52-week high$244.02