Two Creeks Capital Management’s ESCO Technologies ESE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-180,938
Closed -$50.9M 17
2026
Q1
$50.9M Buy
+180,938
New +$45.6M 5.23% 8

Other funds holding ESE

Two Creeks Capital Management's ESE Position: Q2 2026 in Review

Two Creeks Capital Management sold out of ESCO Technologies (ESE) in Q2 2026, closing a stake of 180,938 shares — an estimated $50.9M sold.

Two Creeks Capital Management first reported a position in ESE in Q1 2026 and held it in 1 quarter. The position peaked at $50.9M in Q1 2026. 446 funds tracked by Wall St. Rank hold ESE as of Q2 2026.

  • Two Creeks Capital Management reported no remaining ESCO Technologies position as of Q2 2026 after selling out during the quarter.
  • Two Creeks Capital Management sold 180,938 ESCO Technologies shares in Q2 2026, an estimated $50.9M.
  • Two Creeks Capital Management first reported a position in ESCO Technologies in Q1 2026 and held it in 1 quarter.
  • Two Creeks Capital Management's ESCO Technologies position peaked at $50.9M in Q1 2026.
  • 446 funds tracked by Wall St. Rank held ESCO Technologies as of Q2 2026.

Based on Two Creeks Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.