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New South Capital Management’s EnerSys ENS Stock Holding History

New South Capital Management’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
Q2 		$172M Sell
733,708
-51,453
-7% -$11.2M 7.52% 3
2026
Q1 		$136M Sell
785,161
-62,953
-7% -$10.7M 6.54% 3
2025
Q4 		$124M Sell
848,114
-9,486
-1% -$1.27M 5.73% 4
2025
Q3 		$96.9M Buy
857,600
+158,267
+23% +$15.6M 4.42% 6
2025
Q2 		$60M Buy
699,333
+195,324
+39% +$17M 2.9% 10
2025
Q1 		$46.2M Sell
504,009
-30,298
-6% -$2.96M 2.23% 17
2024
Q4 		$49.4M Sell
534,307
-18,745
-3% -$1.82M 2.08% 17
2024
Q3 		$56.4M Sell
553,052
-8,495
-2% -$857K 2.31% 15
2024
Q2 		$58.1M Sell
561,547
-9,065
-2% -$889K 2.6% 12
2024
Q1 		$53.9M Sell
570,612
-26,252
-4% -$2.47M 2.26% 14
2023
Q4 		$60.3M Sell
596,864
-86,772
-13% -$7.98M 2.63% 11
2023
Q3 		$64.7M Sell
683,636
-7,197
-1% -$738K 3.09% 10
2023
Q2 		$75M Sell
690,833
-51,132
-7% -$4.67M 3.33% 10
2023
Q1 		$64.5M Sell
741,965
-70,981
-9% -$5.97M 2.93% 12
2022
Q4 		$60M Sell
812,946
-33,039
-4% -$2.31M 2.76% 13
2022
Q3 		$49.2M Buy
845,985
+9,222
+1% +$587K 2.38% 14
2022
Q2 		$49.3M Sell
836,763
-14,766
-2% -$973K 2.25% 20
2022
Q1 		$63.5M Sell
851,529
-26,791
-3% -$2M 2.38% 16
2021
Q4 		$69.4M Buy
878,320
+101,135
+13% +$7.9M 2.3% 17
2021
Q3 		$57.9M Sell
777,185
-48,383
-6% -$4.29M 2.01% 18
2021
Q2 		$80.7M Sell
825,568
-11,520
-1% -$1.07M 2.25% 20
2021
Q1 		$76M Sell
837,088
-101
-0% -$9.25K 2.23% 18
2020
Q4 		$69.5M Sell
837,189
-23,844
-3% -$1.87M 2.31% 17
2020
Q3 		$57.8M Buy
861,033
+43,122
+5% +$2.96M 2.19% 18
2020
Q2 		$52.7M Buy
817,911
+54,875
+7% +$3.23M 1.87% 24
2020
Q1 		$37.8M Sell
763,036
-6,408
-0.8% -$419K 1.68% 25
2019
Q4 		$57.6M Sell
769,444
-10,744
-1% -$744K 1.62% 23
2019
Q3 		$51.4M Buy
+780,188
New +$49M 1.54% 25

Other funds holding ENS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

New South Capital Management's ENS Position: Q2 2026 in Review

New South Capital Management reduced its EnerSys (ENS) stake by 6.6% in Q2 2026, selling an estimated $11.2M and leaving 733,708 shares worth $172M. The position accounts for 7.52% of the portfolio, ranked #3.

New South Capital Management first reported a position in ENS in Q3 2019 and has held it in 28 quarters since. 550 funds tracked by Wall St. Rank hold ENS as of Q2 2026.

  • New South Capital Management held 733,708 shares of EnerSys worth $172M as of Q2 2026.
  • New South Capital Management sold 51,453 EnerSys shares in Q2 2026, an estimated $11.2M.
  • EnerSys made up 7.52% of New South Capital Management's portfolio in Q2 2026, its #3 holding.
  • New South Capital Management first reported a position in EnerSys in Q3 2019 and has held it in 28 quarters since.
  • 550 funds tracked by Wall St. Rank held EnerSys as of Q2 2026.

Based on New South Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.