YOUSIF CAPITAL MANAGEMENT, LLC EPAC — Enerpac Tool Group Corp Cl A

Ownership history in YOUSIF CAPITAL MANAGEMENT, LLC  ·  18 quarters on record

AI Ownership Summary

YOUSIF CAPITAL MANAGEMENT, LLC reported Enerpac Tool Group Corp Cl A (EPAC) in 18 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.01% in 2025 Q1. The latest visible filing shows EPAC at 0.01% 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 EPAC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was YOUSIF CAPITAL MANAGEMENT, LLC's position in Enerpac Tool Group Corp Cl A, 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

EPAC was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q1

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

Time in book
Holding Window
2023 Q4 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.

EPAC stock page YOUSIF CAPITAL MANAGEMENT, LLC fund profile YOUSIF CAPITAL MANAGEMENT, LLC full holdings
How YOUSIF CAPITAL MANAGEMENT, LLC held EPAC — position size vs. price
% of Fund (quarterly)    EPAC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 14,210 -227 -1.6% 0.01% $518K 2026-04-24 $35.21
2025 Q4 REDUCED 14.0% -4.6% ✅ 14,437 -2,342 -14.0% 0.01% $580K 2026-01-21 $41.66
2025 Q3 REDUCED 17.3% -2.7% ✅ 16,779 -3,501 -17.3% 0.01% $688K 2025-10-14 $40.31
2025 Q2 ADDED — — — 20,280 +102 +0.5% 0.01% $823K 2025-07-25 $38.33
2025 Q1 REDUCED — — — 20,178 -405 -2.0% 0.01% $905K 2025-04-14 $40.01
2024 Q4 REDUCED — — — 20,583 -578 -2.7% 0.01% $846K 2025-01-27 $43.63
2024 Q3 REDUCED — — — 21,161 -610 -2.8% 0.01% $886K 2024-10-30 $43.87
2024 Q2 REDUCED 10.8% +9.7% ❌ 21,771 -2,648 -10.8% 0.01% $831K 2024-07-31 $40.12
2024 Q1 REDUCED 9.5% +5.3% ❌ 24,419 -2,555 -9.5% 0.01% $871K 2024-04-26 $36.07
2023 Q4 REDUCED — — — 26,974 -910 -3.3% 0.01% $839K 2024-02-01 $31.43
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding EPAC

As of 2026 Q1 — sorted by position size

MOODY ALDRICH PARTNERS LLC 3Y 7Y 0.72% Leeward Investments, LLC - MA 3Y 0.44% MOODY NATIONAL BANK TRUST DIVISION 3Y 7Y 0.06% Central Pacific Bank - Trust Division 0.04% Louisiana State Employees Retirement System 3Y 7Y 0.01% Diversified Trust Co 3Y 7Y 0.01% State of Alaska, Department of Revenue 3Y 7Y 0.01% AdvisorNet Financial, Inc 3Y 7Y 0.01% WOLFF WIESE MAGANA LLC 3Y 0.0% GAMMA Investing LLC 0.0%

FAQ About YOUSIF CAPITAL MANAGEMENT, LLC and EPAC

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

How long has YOUSIF CAPITAL MANAGEMENT, LLC reported owning EPAC?

YOUSIF CAPITAL MANAGEMENT, LLC reported EPAC across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported EPAC position in YOUSIF CAPITAL MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for EPAC was 0.01% in 2025 Q1.

What is the latest reported EPAC position on this page?

The most recent filing on this page is 2026 Q1, when YOUSIF CAPITAL MANAGEMENT, LLC reported 14,210 shares, equal to 0.01% of portfolio, with an estimated market value of $518K.

What does the chart on this EPAC ownership page compare?

The chart compares YOUSIF CAPITAL MANAGEMENT, LLC's quarterly EPAC 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 YOUSIF CAPITAL MANAGEMENT, LLC time their EPAC position?

Based on 13F filing dates vs. subsequent EPAC price moves, YOUSIF CAPITAL MANAGEMENT, LLC correctly timed 8 out of 17 reported position changes (47%). The annualised alpha on EPAC relative to SPY over the holding period was +4.9%.

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