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Heartland Advisors’s Enerpac Tool Group EPAC Stock Holding History

Heartland Advisors’s Portfolio EPAC Stock Details EPAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.91M Sell
107,151
-17
-0% -$674 0.2% 176
2025
Q4 		$4.1M Sell
107,168
-26,457
-20% -$1.05M 0.22% 164
2025
Q3 		$5.48M Hold
133,625
– – 0.29% 132
2025
Q2 		$5.42M Sell
133,625
-336
-0.3% -$14.2K 0.3% 134
2025
Q1 		$6.01M Hold
133,961
– – 0.35% 122
2024
Q4 		$5.5M Hold
133,961
– – 0.3% 127
2024
Q3 		$5.61M Sell
133,961
-53,061
-28% -$2.13M 0.29% 128
2024
Q2 		$7.14M Buy
187,022
+1,381
+0.7% +$51.2K 0.4% 99
2024
Q1 		$6.62M Sell
185,641
-23,974
-11% -$772K 0.35% 115
2023
Q4 		$7.04M Sell
209,615
-181,132
-46% -$5.17M 0.37% 110
2023
Q3 		$11.4M Sell
390,747
-693
-0.2% -$18.5K 0.64% 64
2023
Q2 		$10.6M Sell
391,440
-30,794
-7% -$782K 0.6% 69
2023
Q1 		$10.8M Buy
422,234
+39,208
+10% +$1.03M 0.67% 62
2022
Q4 		$9.75M Sell
383,026
-1,817
-0.5% -$43.8K 0.62% 69
2022
Q3 		$6.86M Buy
384,843
+56,471
+17% +$1.1M 0.51% 85
2022
Q2 		$6.25M Buy
328,372
+387
+0.1% +$7.79K 0.43% 103
2022
Q1 		$7.18M Buy
327,985
+10,292
+3% +$195K 0.45% 100
2021
Q4 		$6.44M Buy
317,693
+10,589
+3% +$227K 0.38% 122
2021
Q3 		$6.37M Sell
307,104
-97,429
-24% -$2.43M 0.38% 119
2021
Q2 		$10.8M Sell
404,533
-10,848
-3% -$290K 0.62% 55
2021
Q1 		$10.8M Buy
415,381
+44,545
+12% +$1.06M 0.69% 45
2020
Q4 		$8.38M Buy
370,836
+20,763
+6% +$433K 0.6% 62
2020
Q3 		$6.58M Buy
350,073
+177,613
+103% +$3.54M 0.57% 73
2020
Q2 		$3.04M Buy
+172,460
New +$2.91M 0.27% 139

Other funds holding EPAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Heartland Advisors's EPAC Position: Q1 2026 in Review

Heartland Advisors reduced its Enerpac Tool Group (EPAC) stake by 0.02% in Q1 2026, selling an estimated $674 and leaving 107,151 shares worth $3.91M. The position accounts for 0.2% of the portfolio, ranked #176.

Heartland Advisors first reported a position in EPAC in Q2 2020 and has held it in 24 quarters since. The position peaked at $11.4M in Q3 2023. 256 funds tracked by Wall St. Rank hold EPAC as of Q1 2026.

  • Heartland Advisors held 107,151 shares of Enerpac Tool Group worth $3.91M as of Q1 2026.
  • Heartland Advisors sold 17 Enerpac Tool Group shares in Q1 2026, an estimated $674.
  • Enerpac Tool Group made up 0.2% of Heartland Advisors's portfolio in Q1 2026, its #176 holding.
  • Heartland Advisors first reported a position in Enerpac Tool Group in Q2 2020 and has held it in 24 quarters since.
  • Heartland Advisors's Enerpac Tool Group position peaked at $11.4M in Q3 2023.
  • 256 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q1 2026.

Based on Heartland Advisors's 13F filing for Q1 2026, filed 6 May 2026.