SHAKER INVESTMENTS LLC/OH ESE β€” ESCO TECHNOLOGIES INC

Ownership history in SHAKER INVESTMENTS LLC/OH  Β·  5 quarters on record

AI Ownership Summary

SHAKER INVESTMENTS LLC/OH reported ESCO TECHNOLOGIES INC (ESE) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.88% in 2026 Q1. The latest visible filing shows ESE at 0.88% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ESE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SHAKER INVESTMENTS LLC/OH's position in ESCO TECHNOLOGIES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ESE was reported at 0.88% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.88% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ESE stock page SHAKER INVESTMENTS LLC/OH fund profile SHAKER INVESTMENTS LLC/OH full holdings
How SHAKER INVESTMENTS LLC/OH held ESE β€” position size vs. price
% of Fund (quarterly)    ESE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED β€” β€” β€” 6,864 -113 -1.6% 0.88% $1.9M 2026-05-05 $339.35
2025 Q4 REDUCED β€” β€” β€” 6,977 -174 -2.4% 0.57% $1.4M 2026-01-30 $228.11
2025 Q3 ADDED β€” β€” β€” 7,151 +1,267 +21.5% 0.60% $1.5M 2025-10-17 $216.24
2025 Q2 ADDED β€” β€” β€” 5,884 +2,400 +68.9% 0.46% $1.1M 2025-07-31 $193.50
2025 Q1 INITIATED β€” β€” β€” 3,484 β€” β€” 0.27% $554K 2025-04-23 $154.60

🏒 Other funds also holding ESE

As of 2026 Q2 β€” sorted by position size

CX Institutional 3Y 7Y 0.0% Noble Wealth Management PBC 0.0%

FAQ About SHAKER INVESTMENTS LLC/OH and ESE

These are the practical questions this page is built to answer before you even open the full history table.

How long has SHAKER INVESTMENTS LLC/OH reported owning ESE?

SHAKER INVESTMENTS LLC/OH reported ESE across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported ESE position in SHAKER INVESTMENTS LLC/OH's portfolio?

The largest reported portfolio weight for ESE was 0.88% in 2026 Q1.

What is the latest reported ESE position on this page?

The most recent filing on this page is 2026 Q1, when SHAKER INVESTMENTS LLC/OH reported 6,864 shares, equal to 0.88% of portfolio, with an estimated market value of $1.9M.

What does the chart on this ESE ownership page compare?

The chart compares SHAKER INVESTMENTS LLC/OH's quarterly ESE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did SHAKER INVESTMENTS LLC/OH time their ESE position?

Based on 13F filing dates vs. subsequent ESE price moves, SHAKER INVESTMENTS LLC/OH correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on ESE relative to SPY over the holding period was +58.2%.

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