Hudson Value Partners’s ESAB ESAB Stock Holding History

Hudson Value Partners’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	$6.48M	Buy	65,729 +10,915	+20%	+$1.05M	1.63%	20
2026 Q1	$5.3M	Buy	54,814 +4,748	+9%	+$550K	1.58%	23
2025 Q4	$5.66M	Buy	50,066 +1,296	+3%	+$148K	1.69%	23
2025 Q3	$5.45M	Buy	48,770 +3,033	+7%	+$361K	1.71%	21
2025 Q2	$5.51M	Buy	45,737 +1,033	+2%	+$125K	1.9%	15
2025 Q1	$5.21M	Sell	44,704 -2,974	-6%	-$362K	1.96%	14
2024 Q4	$5.72M	Sell	47,678 -723	-1%	-$87.3K	2.13%	13
2024 Q3	$5.15M	Buy	48,401 +3,979	+9%	+$394K	2%	17
2024 Q2	$4.19M	Sell	44,422 -1,398	-3%	-$145K	1.77%	21
2024 Q1	$5.07M	Buy	45,820 +280	+0.6%	+$26.1K	2.15%	14
2023 Q4	$3.94M	Sell	45,540 -13,955	-23%	-$1.06M	1.83%	17
2023 Q3	$4.18M	Sell	59,495 -530	-0.9%	-$36.9K	2.19%	12
2023 Q2	$3.99M	Buy	60,025 +1,743	+3%	+$106K	2.04%	11
2023 Q1	$3.44M	Buy	58,282 +47	+0.1%	+$2.69K	1.96%	16
2022 Q4	$2.73M	Buy	58,235 +18,243	+46%	+$763K	1.68%	22
2022 Q3	$1.33M	Sell	39,992 -1,088	-3%	-$44.6K	0.9%	34
2022 Q2	$1.8M	Buy	+41,080	New	+$1.98M	1.14%	33

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

Defender Capital Charlotte, North Carolina $308M AUM 4.52% 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