Thoroughbred Financial Services’s Enerpac Tool Group EPAC Stock Holding History

Thoroughbred Financial Services’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
2025 Q2	–	Sell	-4,583	Closed	-$205K	–	607
2025 Q1	$205K	Sell	4,583 -1,338	-23%	-$59.4K	0.01%	644
2024 Q4	$243K	Sell	5,921 -971	-14%	-$44.5K	0.01%	605
2024 Q3	$288K	Sell	6,892 -278	-4%	-$11.1K	0.02%	528
2024 Q2	$273K	Buy	+7,170	New	+$266K	0.02%	524
2024 Q1	–	Sell	-7,900	Closed	-$245K	–	516
2023 Q4	$245K	Sell	7,900 -1,458	-16%	-$41.6K	0.02%	518
2023 Q3	$247K	Buy	+9,358	New	+$250K	0.02%	493

Other funds holding EPAC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Thoroughbred Financial Services's EPAC Position: Q2 2025 in Review

Thoroughbred Financial Services sold out of Enerpac Tool Group (EPAC) in Q2 2025, closing a stake of 4,583 shares — an estimated $205K sold.

Thoroughbred Financial Services first reported a position in EPAC in Q3 2023 and held it in 6 quarters. The position peaked at $288K in Q3 2024. 264 funds tracked by Wall St. Rank hold EPAC as of Q2 2025.

Thoroughbred Financial Services reported no remaining Enerpac Tool Group position as of Q2 2025 after selling out during the quarter.
Thoroughbred Financial Services sold 4,583 Enerpac Tool Group shares in Q2 2025, an estimated $205K.
Thoroughbred Financial Services first reported a position in Enerpac Tool Group in Q3 2023 and held it in 6 quarters.
Thoroughbred Financial Services's Enerpac Tool Group position peaked at $288K in Q3 2024.
264 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q2 2025.

Based on Thoroughbred Financial Services's 13F filing for Q2 2025, filed 8 Aug 2025.