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Leeward Investments’s Enerpac Tool Group EPAC Stock Holding History

Leeward Investments’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 		$8.88M Sell
243,510
-5,567
-2% -$221K 0.44% 101
2025
Q4 		$9.52M Sell
249,077
-2,382
-0.9% -$94.3K 0.48% 96
2025
Q3 		$10.3M Sell
251,459
-5,655
-2% -$228K 0.53% 83
2025
Q2 		$10.4M Sell
257,114
-9,427
-4% -$397K 0.56% 74
2025
Q1 		$12M Sell
266,541
-12,264
-4% -$544K 0.64% 68
2024
Q4 		$11.5M Sell
278,805
-20,712
-7% -$948K 0.57% 76
2024
Q3 		$12.5M Sell
299,517
-1,005
-0.3% -$40.3K 0.58% 74
2024
Q2 		$11.5M Buy
300,522
+15,987
+6% +$593K 0.53% 92
2024
Q1 		$10.1M Sell
284,535
-12,223
-4% -$393K 0.45% 112
2023
Q4 		$9.23M Sell
296,758
-2,305
-0.8% -$65.8K 0.43% 111
2023
Q3 		$7.9M Sell
299,063
-22,815
-7% -$609K 0.4% 119
2023
Q2 		$8.69M Sell
321,878
-8,595
-3% -$218K 0.41% 116
2023
Q1 		$8.43M Sell
330,473
-16,442
-5% -$434K 0.38% 125
2022
Q4 		$8.83M Sell
346,915
-1,912
-0.5% -$46.1K 0.39% 122
2022
Q3 		$6.22M Sell
348,827
-6,790
-2% -$132K 0.3% 131
2022
Q2 		$6.76M Sell
355,617
-10,592
-3% -$213K 0.31% 132
2022
Q1 		$8.02M Buy
+366,209
New +$6.93M 0.32% 131

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

Leeward Investments's EPAC Position: Q1 2026 in Review

Leeward Investments reduced its Enerpac Tool Group (EPAC) stake by 2.2% in Q1 2026, selling an estimated $221K and leaving 243,510 shares worth $8.88M. The position accounts for 0.44% of the portfolio, ranked #101.

Leeward Investments first reported a position in EPAC in Q1 2022 and has held it in 17 quarters since. The position peaked at $12.5M in Q3 2024. 256 funds tracked by Wall St. Rank hold EPAC as of Q1 2026.

  • Leeward Investments held 243,510 shares of Enerpac Tool Group worth $8.88M as of Q1 2026.
  • Leeward Investments sold 5,567 Enerpac Tool Group shares in Q1 2026, an estimated $221K.
  • Enerpac Tool Group made up 0.44% of Leeward Investments's portfolio in Q1 2026, its #101 holding.
  • Leeward Investments first reported a position in Enerpac Tool Group in Q1 2022 and has held it in 17 quarters since.
  • Leeward Investments's Enerpac Tool Group position peaked at $12.5M in Q3 2024.
  • 256 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q1 2026.

Based on Leeward Investments's 13F filing for Q1 2026, filed 17 Apr 2026.