EnerSys (ENS): A Bull Case Theory
We came across a bullish thesis on EnerSys (ENS) on Substack by Kristopher Rymer. In this article, we will summarize the bulls’ thesis on ENS.
Enersys (ENS)
Market is closed
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | ACK Asset Management Richard S. Meisenberg | 671,024 | $62,022,748 | -7% | 8.3% |
| 2. | AQR Capital Management Cliff Asness | 572,676 | $52,932,413 | -26% | 0.06% |
| 3. | Millennium Management Israel Englander | 414,748 | $38,335,158 | +3834% | 0.01% |
| 4. | Fisher Asset Management Ken Fisher | 394,280 | $36,443,299 | -8% | 0.01% |
| 5. | Scopia Capital Matt Sirovich And Jeremy Mindich | 386,834 | $35,755,067 | +88% | 3.78% |
Insider Trading: Sales See All
| Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $103.01 | 400 | 42,767 | 2025-02-20 | Filing | ||
| $102.64 | 5,286 | 43,167 | 2025-02-20 | Filing | ||
| $101.54 | 3,046 | 48,453 | 2025-02-20 | Filing | ||
| $100.74 | 1,766 | 51,499 | 2025-02-20 | Filing | ||
| $103.01 | 399 | 42,767 | 2025-02-20 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 5,109,938 | $472,311,530 | 0% | |
| 2. | 4,667,056 | $431,375,985 | 0% | |
| 3. | 1,532,626 | $141,660,621 | 0% | |
| 4. | 1,477,667 | $136,583,126 | 0.03% | |
| 5. | 1,322,767 | $122,262,300 | 0.06% |
News See All
EnerSys (NYSE:ENS) Q3 2025 Earnings Call Transcript
Operator: And good day, and thank you for standing by. Welcome to the Third Quarter Fiscal 2025 EnerSys Earnings Conference Call. At this time, all participants are in a listen-only mode.
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EnerSys (NYSE:ENS) Q2 2025 Earnings Call Transcript
Operator: Good day and thank you for standing by. Welcome to the Quarter Two 2025 EnerSys Earnings Conference Call. At this time, all participants are in a listen-only mode.
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