SummerHaven Investment Management, LLC EPC β€” EDGEWELL PERS CARE CO

Ownership history in SummerHaven Investment Management, LLC  Β·  10 quarters on record

AI Ownership Summary

SummerHaven Investment Management, LLC reported EDGEWELL PERS CARE CO (EPC) in 10 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 0.38% in 2025 Q3. The latest visible filing shows EPC at 0.35% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EPC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SummerHaven Investment Management, LLC's position in EDGEWELL PERS CARE CO, 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

EPC was reported at 0.35% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.38% in 2025 Q3

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

Time in book
Holding Window
2025 Q3 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.

How SummerHaven Investment Management, LLC held EPC β€” position size vs. price
% of Fund (quarterly)    EPC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 16.8% +31.1% ❌ 26,573 -5,361 -16.8% 0.35% $567K 2026-04-24 $23.24
2025 Q4 UNCHANGED β€” β€” β€” 31,934 β€” 0% 0.31% $544K 2026-02-03 $19.50
2025 Q3 ADDED β€” β€” β€” 31,934 +12,720 +66.2% 0.38% $650K 2025-11-03 $18.76
7 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About SummerHaven Investment Management, LLC and EPC

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

How long has SummerHaven Investment Management, LLC reported owning EPC?

SummerHaven Investment Management, LLC reported EPC across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported EPC position in SummerHaven Investment Management, LLC's portfolio?

The largest reported portfolio weight for EPC was 0.38% in 2025 Q3.

What is the latest reported EPC position on this page?

The most recent filing on this page is 2026 Q1, when SummerHaven Investment Management, LLC reported 26,573 shares, equal to 0.35% of portfolio, with an estimated market value of $567K.

What does the chart on this EPC ownership page compare?

The chart compares SummerHaven Investment Management, LLC's quarterly EPC 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 SummerHaven Investment Management, LLC time their EPC position?

Based on 13F filing dates vs. subsequent EPC price moves, SummerHaven Investment Management, LLC correctly timed 6 out of 8 reported position changes (75%). The annualised alpha on EPC relative to SPY over the holding period was +6.4%.

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