Defender Capital’s ESAB ESAB Stock Holding History

Defender Capital’s Portfolio ESAB Stock Details ESAB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.61M	Buy	36,564 +6,877	+23%	+$664K	1.17%	16
2026 Q1	$2.87M	Sell	29,687 -5,906	-17%	-$684K	1.02%	15
2025 Q4	$3.98M	Buy	+35,593	New	+$4.07M	1.29%	15
2025 Q3	–	Sell	-30,737	Closed	-$3.71M	–	14
2025 Q2	$3.71M	Buy	30,737 +2,867	+10%	+$347K	1.26%	15
2025 Q1	$3.42M	Buy	27,870 +3,262	+13%	+$397K	1.35%	11
2024 Q4	$2.95M	Buy	24,608 +759	+3%	+$91.7K	1.09%	13
2024 Q3	$2.54M	Sell	23,849 -32	-0.1%	-$3.17K	0.84%	14
2024 Q2	$2.26M	Sell	23,881 -950	-4%	-$98.7K	0.77%	14
2024 Q1	$2.75M	Sell	24,831 -2,717	-10%	-$254K	0.93%	14
2023 Q4	$2.39M	Sell	27,548 -5,329	-16%	-$404K	0.84%	14
2023 Q3	$2.31M	Sell	32,877 -4,198	-11%	-$292K	0.84%	13
2023 Q2	$2.47M	Sell	37,075 -948	-2%	-$57.5K	0.85%	14
2023 Q1	$2.25M	Sell	38,023 -6,338	-14%	-$363K	0.78%	14
2022 Q4	$2.08M	Sell	44,361 -12,662	-22%	-$530K	0.84%	12
2022 Q3	$1.91M	Sell	57,023 -1,564	-3%	-$64.1K	0.75%	14
2022 Q2	$2.56M	Buy	+58,587	New	+$2.83M	1.01%	12

Other funds holding ESAB

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Hudson Value Partners Palm Beach, Florida $398M AUM 48.26% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Lincoln Capital Lincoln, Nebraska $562M AUM 15.09% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Intrinsic Value Partners Phoenix, Arizona $146M AUM 37.26% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return