Penn Capital Management’s Enerpac Tool Group EPAC Stock Holding History

Penn Capital Management’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 Q2	$1.01M	Buy	+28,154	New	+$987K	0.06%	118
2020 Q3	–	Sell	-157,084	Closed	-$2.77M	–	195
2020 Q2	$2.77M	Buy	+157,084	New	+$2.65M	0.36%	120
2016 Q3	–	Sell	-293,273	Closed	-$6.65M	–	294
2016 Q2	$6.65M	Buy	+293,273	New	+$7.53M	0.38%	99

Other funds holding EPAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Penn Capital Management's EPAC Position: Q2 2026 in Review

Penn Capital Management opened a new position in Enerpac Tool Group (EPAC) in Q2 2026: 28,154 shares worth $1.01M. The stake represents 0.06% of the portfolio and ranks #118 among its holdings. This is a return to the name: Penn Capital Management previously reported a position in EPAC as recently as Q2 2020.

Penn Capital Management first reported a position in EPAC in Q2 2016 and has held it in 3 quarters since. The position peaked at $6.65M in Q2 2016. 277 funds tracked by Wall St. Rank hold EPAC as of Q2 2026.

Penn Capital Management held 28,154 shares of Enerpac Tool Group worth $1.01M as of Q2 2026.
Enerpac Tool Group was a new Penn Capital Management position in Q2 2026.
Enerpac Tool Group made up 0.06% of Penn Capital Management's portfolio in Q2 2026, its #118 holding.
Penn Capital Management first reported a position in Enerpac Tool Group in Q2 2016 and has held it in 3 quarters since.
Penn Capital Management's Enerpac Tool Group position peaked at $6.65M in Q2 2016.
277 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q2 2026.

Based on Penn Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.