ENS β€” ENERSYS COM

Ownership history in Lumbard & Kellner, LLC  Β·  3 quarters on record

This page tracks every 13F SEC filing in which Lumbard & Kellner, LLC reported a position in ENERSYS COM (ENS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
2.27% (2025 Q4)
πŸ“Š Avg. % of fund
1.93%
πŸ“… First filed
2025 Q2
πŸ“… Last filed
2025 Q4
⏱ Quarters held
3

Position Intelligence

Lumbard & Kellner, LLC Γ— ENS AI Analytics

πŸ“ˆ Lumbard & Kellner, LLC outperformed the S&P 500 by +102.8% annually on this ENS position. Average cost basis: $85.36. Maximum drawdown during holding period: –0.0%.

πŸ“ˆ Position Alpha vs SPY
+102.8%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 102.8% per year on this position.
2 quarters analyzed

πŸ’° Entry Quality
$85.36
+71.6% vs current ($146.51)

Best entry: $85.27 (2025 Q2)  Β·  Worst: $112.58 (2025 Q3)

πŸ›‘οΈ Drawdown Resilience
–0.0%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
67%
buy-side decisions

2 adds Β· 1 trim. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ Lumbard & Kellner, LLC has been actively increasing its ENS allocation β€” a bullish signal from insiders.
Currently 2.27% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    ENS price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 44,132 -394 -0.9% 2.27% $6.5M $146.51
2025 Q3 ADDED 44,526 +145 +0.3% 1.85% $5.0M $112.58
2025 Q2 INITIATED 44,381 β€” β€” 1.66% $3.8M $85.27

🏒 Other funds also holding ENS

As of 2025 Q4 β€” sorted by position size

NEW SOUTH CAPITAL MANAGEMENT INC 3Y 7Y 5.73% ACK Asset Management LLC 3Y 7Y 5.61% SCOPIA CAPITAL MANAGEMENT LP 3Y 7Y 4.67% Carmel Capital Management L.L.C. 3Y 3.24% PARADIGM CAPITAL MANAGEMENT INC/NY 3Y 7Y 2.88% Hill City Capital, LP 3Y 2.59% Tributary Capital Management, LLC 3Y 7Y 1.75% TABR Capital Management, LLC 1.69% Silver Lake Advisory, LLC 3Y 7Y 1.69% DEPRINCE RACE & ZOLLO INC 3Y 7Y 1.56%
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