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What smart money is saying about EnerSysUnited States flag

ENS · Industrials · Electrical Equipment & Parts · Market cap $6.08B

1 fund in our archive has pitched EnerSys, most recently Brown Advisory Small-Cap Growth Strategy in September 2026.

Company profile

EnerSys engages in the provision of stored energy solutions for industrial applications worldwide. The company operates in four segments: Energy Systems, Motive Power, Specialty, and New Ventures. The Energy Systems segment offers uninterruptible power systems (UPS) applications for computer and computer-controlled systems, as well as telecommunications systems; switchgear and electrical control systems used in industrial facilities and electric utilities, large-scale energy storage, and energy pipelines; integrated power solutions and services to broadband, telecom, data center, and renewable and industrial customers; and thermally managed cabinets and enclosures for electronic equipment and batteries. The Motive Power segment provides power solutions for electric industrial forklifts, automated guided vehicles used in manufacturing, warehousing operations as well as equipment used in floor care, mining, rail and airport ground support applications. The Specialty offers starting, lighting, and ignition applications in transportation, energy solutions for satellites, spacecraft, commercial aircraft, military, aircraft, submarines, ships, other tactical vehicles, defense applications and portable power solutions for soldiers in the field, as well as medical devices and equipment. The New Venture segment provides energy storage and management systems for demand charge reduction, utility back-up power, and dynamic fast charging for electric vehicles. It also offers battery chargers, power equipment, battery accessories, and outdoor cabinet enclosures, as well as related after-market and customer-support services for industrial batteries. It sells its products through a network of distributors, independent representatives, and internal sales forces. The company was formerly known as Yuasa, Inc. and changed its name to EnerSys in January 2001. EnerSys was founded in 1991 and is headquartered in Reading, Pennsylvania.

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Summarize with Warren AI
4
Reported positions
1
Bought
1
Sold
4
Letters

Position history

Between Q1 2025 and Q3 2026, 4 fund letters reported a position in EnerSys, with 1 buy (opened or added) and 1 sell (trimmed or exited).

Fund letters reporting a position in EnerSys, by quarter
QuarterLettersBoughtSoldTheses
Q3 20261101
Q1 20261000
Q4 20251000
Q1 20251010

Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.

Fund activity · 4 positions · 2 moves

Fund coverage · 1 thesis

Read every full thesis on EnerSys

Read all 1 thesis in full, with each fund's reasoning, and get unlimited access to the archive.

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