Hill City Capital’s EnerSys ENS Stock Holding History

Hill City Capital’s Portfolio ENS Stock Details ENS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$33M	Sell	190,000 -277,500	-59%	-$47M	1.18%	17
2025 Q4	$68.6M	Hold	467,500	–	–	2.59%	12
2025 Q3	$52.8M	Buy	467,500 +20,000	+4%	+$1.97M	2.23%	13
2025 Q2	$38.4M	Buy	447,500 +130,000	+41%	+$11.3M	1.9%	14
2025 Q1	$29.1M	Buy	317,500 +40,000	+14%	+$3.9M	2.16%	13
2024 Q4	$25.6M	Sell	277,500 -380,000	-58%	-$37M	1.64%	15
2024 Q3	$67.1M	Hold	657,500	–	–	4.43%	10
2024 Q2	$68.1M	Hold	657,500	–	–	4.89%	8
2024 Q1	$62.1M	Hold	657,500	–	–	4.58%	10
2023 Q4	$66.4M	Hold	657,500	–	–	5.86%	9
2023 Q3	$62.2M	Buy	657,500 +50,000	+8%	+$5.13M	8.35%	5
2023 Q2	$65.9M	Hold	607,500	–	–	10.08%	4
2023 Q1	$52.8M	Buy	607,500 +20,000	+3%	+$1.68M	10.37%	3
2022 Q4	$43.4M	Buy	587,500 +40,000	+7%	+$2.79M	7.55%	4
2022 Q3	$31.8M	Buy	547,500 +277,500	+103%	+$17.7M	6.37%	5
2022 Q2	$15.9M	Hold	270,000	–	–	3.67%	10
2022 Q1	$20.1M	Buy	270,000 +50,000	+23%	+$3.73M	3.84%	8
2021 Q4	$17.4M	Hold	220,000	–	–	3.96%	7
2021 Q3	$16.4M	Hold	220,000	–	–	4.16%	6
2021 Q2	$21.5M	Hold	220,000	–	–	6.52%	5
2021 Q1	$20M	Hold	220,000	–	–	8.29%	4
2020 Q4	$18.3M	Buy	+220,000	New	+$17.3M	9.91%	2

Other funds holding ENS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Hill City Capital's ENS Position: Q1 2026 in Review

Hill City Capital reduced its EnerSys (ENS) stake by 59% in Q1 2026, selling an estimated $47M and leaving 190,000 shares worth $33M. The position accounts for 1.18% of the portfolio, ranked #17.

Hill City Capital first reported a position in ENS in Q4 2020 and has held it in 22 quarters since. The position peaked at $68.6M in Q4 2025. 495 funds tracked by Wall St. Rank hold ENS as of Q1 2026.

Hill City Capital held 190,000 shares of EnerSys worth $33M as of Q1 2026.
Hill City Capital sold 277,500 EnerSys shares in Q1 2026, an estimated $47M.
EnerSys made up 1.18% of Hill City Capital's portfolio in Q1 2026, its #17 holding.
Hill City Capital first reported a position in EnerSys in Q4 2020 and has held it in 22 quarters since.
Hill City Capital's EnerSys position peaked at $68.6M in Q4 2025.
495 funds tracked by Wall St. Rank held EnerSys as of Q1 2026.

Based on Hill City Capital's 13F filing for Q1 2026, filed 15 May 2026.