Southernsun Asset Management’s Enerpac Tool Group EPAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $24.2M | Buy |
664,874
+64,192
| +11% | +$2.54M | 3.51% | 15 |
|
|
2025
Q4 | $23M | Sell |
600,682
-31,341
| -5% | -$1.24M | 3.21% | 17 |
|
|
2025
Q3 | $25.9M | Buy |
632,023
+139,891
| +28% | +$5.65M | 3.36% | 18 |
|
|
2025
Q2 | $20M | Sell |
492,132
-205,083
| -29% | -$8.64M | 2.8% | 19 |
|
|
2025
Q1 | $31.3M | Sell |
697,215
-146,179
| -17% | -$6.48M | 4.53% | 10 |
|
|
2024
Q4 | $34.7M | Sell |
843,394
-114,992
| -12% | -$5.26M | 4.32% | 13 |
|
|
2024
Q3 | $40.1M | Sell |
958,386
-155,065
| -14% | -$6.22M | 4.76% | 10 |
|
|
2024
Q2 | $42.5M | Sell |
1,113,451
-76,099
| -6% | -$2.82M | 5.13% | 10 |
|
|
2024
Q1 | $42.4M | Sell |
1,189,550
-104,865
| -8% | -$3.38M | 4.72% | 11 |
|
|
2023
Q4 | $40.2M | Sell |
1,294,415
-365,318
| -22% | -$10.4M | 4.64% | 10 |
|
|
2023
Q3 | $43.9M | Buy |
1,659,733
+49,778
| +3% | +$1.33M | 5.14% | 7 |
|
|
2023
Q2 | $43.5M | Sell |
1,609,955
-33,520
| -2% | -$851K | 4.59% | 10 |
|
|
2023
Q1 | $41.9M | Sell |
1,643,475
-406
| -0% | -$10.7K | 4.78% | 10 |
|
|
2022
Q4 | $41.8M | Sell |
1,643,881
-209,879
| -11% | -$5.06M | 4.77% | 9 |
|
|
2022
Q3 | $33.1M | Buy |
1,853,760
+149,154
| +9% | +$2.9M | 4.08% | 14 |
|
|
2022
Q2 | $32.4M | Buy |
1,704,606
+132,123
| +8% | +$2.66M | 4.02% | 15 |
|
|
2022
Q1 | $34.4M | Buy |
1,572,483
+218,390
| +16% | +$4.13M | 3.71% | 15 |
|
|
2021
Q4 | $27.5M | Buy |
1,354,093
+369,731
| +38% | +$7.94M | 2.75% | 19 |
|
|
2021
Q3 | $20.4M | Buy |
984,362
+84,117
| +9% | +$2.09M | 2.16% | 22 |
|
|
2021
Q2 | $24M | Sell |
900,245
-40,760
| -4% | -$1.09M | 2.62% | 19 |
|
|
2021
Q1 | $24.6M | Buy |
941,005
+164,684
| +21% | +$3.92M | 2.55% | 16 |
|
|
2020
Q4 | $17.6M | Sell |
776,321
-15,321
| -2% | -$320K | 2.01% | 18 |
|
|
2020
Q3 | $14.9M | Sell |
791,642
-25,056
| -3% | -$500K | 1.95% | 21 |
|
|
2020
Q2 | $14.4M | Sell |
816,698
-54,350
| -6% | -$918K | 1.94% | 20 |
|
|
2020
Q1 | $14.4M | Sell |
871,048
-18,064
| -2% | -$401K | 2.13% | 19 |
|
|
2019
Q4 | $23.1M | Sell |
889,112
-87,055
| -9% | -$2.13M | 2.11% | 23 |
|
|
2019
Q3 | $21.4M | Sell |
976,167
-114,699
| -11% | -$2.62M | 1.78% | 27 |
|
|
2019
Q2 | $27.1M | Sell |
1,090,866
-51,839
| -5% | -$1.27M | 2.09% | 24 |
|
|
2019
Q1 | $27.8M | Sell |
1,142,705
-108,676
| -9% | -$2.54M | 1.99% | 24 |
|
|
2018
Q4 | $26.3M | Sell |
1,251,381
-162,186
| -11% | -$3.95M | 1.93% | 23 |
|
|
2018
Q3 | $39.4M | Sell |
1,413,567
-438,348
| -24% | -$12.6M | 1.8% | 24 |
|
|
2018
Q2 | $54.4M | Sell |
1,851,915
-692,929
| -27% | -$17.2M | 1.77% | 22 |
|
|
2018
Q1 | $59.2M | Buy |
2,544,844
+4,097
| +0.2% | +$98.7K | 1.66% | 24 |
|
|
2017
Q4 | $64.3M | Buy |
2,540,747
+101,802
| +4% | +$2.62M | 1.64% | 25 |
|
|
2017
Q3 | $62.4M | Buy |
2,438,945
+59,335
| +2% | +$1.45M | 1.54% | 26 |
|
|
2017
Q2 | $58.5M | Buy |
2,379,610
+1,180,807
| +98% | +$30.3M | 1.5% | 26 |
|
|
2017
Q1 | $31.6M | Buy |
+1,198,803
| New | +$32.2M | 0.81% | 29 |
|
Other funds holding EPAC
VPM
VCM
CB
Southernsun Asset Management's EPAC Position: Q1 2026 in Review
Southernsun Asset Management increased its Enerpac Tool Group (EPAC) stake by 11% in Q1 2026, buying an estimated $2.54M and bringing the position to 664,874 shares worth $24.2M. The position accounts for 3.51% of the portfolio, ranked #15.
Southernsun Asset Management first reported a position in EPAC in Q1 2017 and has held it in 37 quarters since. The position peaked at $64.3M in Q4 2017. 256 funds tracked by Wall St. Rank hold EPAC as of Q1 2026.
- Southernsun Asset Management held 664,874 shares of Enerpac Tool Group worth $24.2M as of Q1 2026.
- Southernsun Asset Management bought 64,192 Enerpac Tool Group shares in Q1 2026, an estimated $2.54M.
- Enerpac Tool Group made up 3.51% of Southernsun Asset Management's portfolio in Q1 2026, its #15 holding.
- Southernsun Asset Management first reported a position in Enerpac Tool Group in Q1 2017 and has held it in 37 quarters since.
- Southernsun Asset Management's Enerpac Tool Group position peaked at $64.3M in Q4 2017.
- 256 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q1 2026.
Based on Southernsun Asset Management's 13F filing for Q1 2026, filed 13 May 2026.