Enersys (ENS) Quarterly Institutional 13F Update (Q2 2026)

ENS ranks #1057 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

ENS is a top-conviction position for New South Capital Management Inc — at 7.5% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in ENS belongs to BlackRock, Inc., but the position matters far more to New South Capital Management Inc, who has 7.5% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Y-Intercept has added to its ENS position for two straight quarters, increasing it by $1.6M to reach $2.8M today.

CoreCap Advisors, LLC has trimmed its ENS position for two straight quarters, cutting it by $8.5K while still holding $19.6K.

ENS is down 2.4% today, but institutions show net buying of $2.2B this quarter — a divergence between today's price move and the underlying institutional flow.

ENS posted net income of $352.5M over the trailing twelve months, and currently trades at a P/E of 18.3.

• Profitable — net income of $352.5M over the trailing twelve months
• Revenue grew 15.8% year over year
• Net income improved year over year, from $351.1M to $352.5M
• Generated $547.6M in positive operating cash flow
• Current ratio of 2.66x — enough short-term assets to cover short-term liabilities
• Liabilities run 1.10x equity — within a conventional range