Esab CORP (ESAB) 13F Ownership Report (Q2 2026)

ESAB ranks #1792 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

ESAB is a top-conviction position for SG Capital Management LLC — at 6.5% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in ESAB belongs to Price T Rowe Associates Inc /md/, but the position matters far more to SG Capital Management LLC, who has 6.5% 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.

Fenimore Asset Management Inc has added to its ESAB position for two straight quarters, increasing it by $6.4M to reach $16.3M today.

State of Alaska, Department of Revenue has trimmed its ESAB position for two straight quarters, cutting it by $1.2M while still holding $2.0M.

ESAB is down 0.4% today, but institutions show net buying of $1.5B this quarter — a divergence between today's price move and the underlying institutional flow.

ESAB posted net income of $172.5M over the trailing twelve months.

• Profitable — net income of $172.5M over the trailing twelve months
• Revenue grew 10.0% year over year
• Net income declined year over year, from $272.3M to $172.5M
• Generated $260.6M in positive operating cash flow
• Current ratio of 1.90x — enough short-term assets to cover short-term liabilities
• Liabilities run 1.18x equity — within a conventional range