Scopia Capital Management’s EnerSys ENS Stock Holding History

Scopia 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 Q1	$5.2M	Sell	29,956 -123,949	-81%	-$21M	3.62%	13
2025 Q4	$22.6M	Sell	153,905 -216,766	-58%	-$28.9M	4.78%	8
2025 Q3	$41.9M	Buy	370,671 +132,019	+55%	+$13M	5.88%	7
2025 Q2	$20.5M	Sell	238,652 -47,080	-16%	-$4.1M	2.5%	19
2025 Q1	$26.6M	Sell	285,732 -101,102	-26%	-$9.86M	3.84%	15
2024 Q4	$35.8M	Buy	386,834 +180,694	+88%	+$17.6M	3.78%	13
2024 Q3	$21M	Sell	206,140 -10,391	-5%	-$1.05M	4.34%	7
2024 Q2	$22.4M	Sell	216,531 -166,784	-44%	-$16.4M	3.32%	12
2024 Q1	$36.2M	Sell	383,315 -2,309	-0.6%	-$217K	4.64%	8
2023 Q4	$38.9M	Buy	385,624 +1,866	+0.5%	+$172K	5.21%	6
2023 Q3	$36.3M	Sell	383,758 -150,215	-28%	-$15.4M	4.75%	5
2023 Q2	$57.9M	Sell	533,973 -448,156	-46%	-$40.9M	6.12%	4
2023 Q1	$85.3M	Sell	982,129 -64,449	-6%	-$5.42M	8.85%	2
2022 Q4	$77.3M	Sell	1,046,578 -442,380	-30%	-$30.9M	7.77%	4
2022 Q3	$86.6M	Buy	1,488,958 +125,811	+9%	+$8.01M	8.65%	5
2022 Q2	$80.4M	Buy	1,363,147 +79,092	+6%	+$5.21M	9.13%	4
2022 Q1	$95.8M	Buy	1,284,055 +535,337	+72%	+$40M	10.42%	2
2021 Q4	$59.2M	Buy	748,718 +188,635	+34%	+$14.7M	5.77%	10
2021 Q3	$41.7M	Buy	+560,083	New	+$49.7M	5.57%	10

Other funds holding ENS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

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 $653B AUM 32.41% 1-Year Est. Return

Geode Capital Management

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

EARNEST Partners

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

First Trust Advisors

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

AQR Capital Management

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