Boston Partners ownership in FDN / EnerSys

EnerSys

DE ˙ DB ˙ US29275Y1029

€ 190,50 ↓ -15.90 (-7.70%)

2026-06-05
PREÇO DA AÇÃO

Security	DE:FDN / EnerSys
Institution	Boston Partners
Latest Disclosed Ownership	1,860,352 shares
Ownership	4.37%

2021-02-12 - Boston Partners has filed an SC 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 1,860,352 shares of EnerSys (DE:FDN). This represents 4.37 percent ownership of the company. In their previous filing dated 2021-02-12 , Boston Partners had reported owning 2,126,386 shares, indicating a decrease of -12.51 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File Date	Effective Date	Form	Prev Shares	Latest Shares	ΔShares (Percent)	Ownership (Percent)	ΔOwnership (Percent)
2021-02-12	2021-02-12	13G/A	2,126,386	1,860,352	-12.51	4.37	-13.12
2021-02-12	2021-02-12	13G/A	1,860,352	1,860,352	0.00	4.37	0.00
2020-02-10	2020-02-10	13G/A	3,927,208	2,126,386	-45.86	5.03	-46.03
2019-02-08	2019-02-08	13G/A	3,349,314	3,927,208	17.25	9.32	17.23
2018-02-13	2018-02-13	13G		3,349,314		7.95

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)

File Date	Effective Date	Form	Security	Class	ID	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-05-11	2026-03-31	13F	ENERSYS	COM	29275Y102	511,126	-123,111	-19.41	88,986	-5.55	0.0398
2026-02-13	2025-12-31	13F	ENERSYS	COM	29275Y102	634,237	-45,937	-6.75	94,219	22.41	0.0976
2025-11-13	2025-09-30	13F	ENERSYS	COM	29275Y102	680,174	30,767	4.74	76,973	37.31	0.0790
2025-08-12	2025-06-30	13F/A-1	ENERSYS	COM	29275Y102	649,407	-2,474	-0.38	56,056	-5.17	0.0623
2025-08-07	2025-06-30	13F	ENERSYS	COM	29275Y102	648,463	-3,418		55,975		0.0626
2025-05-13	2025-03-31	13F	ENERSYS	COM	29275Y102	651,881	-193,615	-22.90	59,110	-24.99	0.0715
2025-02-11	2024-12-31	13F	ENERSYS	COM	29275Y102	845,496	270,726	47.10	78,801	34.56	0.0958
2024-11-12	2024-09-30	13F	ENERSYS	COM	29275Y102	574,770	-52,061	-8.31	58,561	-9.95	0.0691
2024-08-14	2024-06-30	13F	ENERSYS	COM	29275Y102	626,831	-25,058	-3.84	65,028	5.89	0.0808
2024-05-28	2024-03-31	13F/A-1	ENERSYS	COM	29275Y102	651,889	-11,469	-1.73	61,408	-8.16	0.0731
2024-05-13	2024-03-31	13F	ENERSYS	COM	29275Y102	651,889	-11,469		61,408		0.0304
2024-02-07	2023-12-31	13F	ENERSYS	COM	29275Y102	663,358	-41,337	-5.87	66,865	0.88	0.0886
2023-11-08	2023-09-30	13F	ENERSYS	COM	29275Y102	704,695	359,527	104.16	66,280	76.98	0.0918
2023-08-10	2023-06-30	13F	ENERSYS	COM	29275Y102	345,168	-30,878	-8.21	37,450	14.65	0.0504
2023-05-09	2023-03-31	13F	ENERSYS	COM	29275Y102	376,046	-398,316	-51.44	32,664	-43.57	0.0449
2023-02-08	2022-12-31	13F	ENERSYS	COM	29275Y102	774,362	-190,419	-19.74	57,885	1.84	0.0783
2022-11-09	2022-09-30	13F	ENERSYS	COM	29275Y102	964,781	50,743	5.55	56,841	4.41	0.0832
2022-08-10	2022-06-30	13F	ENERSYS	COM	29275Y102	914,038	-8,409	-0.91	54,439	-20.62	0.0761
2022-05-10	2022-03-31	13F	ENERSYS	COM	29275Y102	922,447	-8,967	-0.96	68,582	-6.87	0.0831
2022-02-04	2021-12-31	13F	ENERSYS	COM	29275Y102	931,414	137,930	17.38	73,642	24.53	0.0887
2021-11-05	2021-09-30	13F	ENERSYS	COM	29275Y102	793,484	15,687	2.02	59,137	-22.12	0.0749
2021-08-12	2021-06-30	13F	ENERSYS	COM	29275Y102	777,797	-883,403	-53.18	75,931	-49.69	0.0968
2021-05-10	2021-03-31	13F	ENERSYS	COM	29275Y102	1,661,200	-308,128	-15.65	150,934	-7.73	0.2024
2021-02-10	2020-12-31	13F/A-1	ENERSYS	COM	29275Y102	1,969,328	-307,697	-13.51	163,572	7.03	0.2544
2021-02-04	2020-12-31	13F	ENERSYS	COM	29275Y102	1,969,328	-307,697		163,572		98,133.4775
2020-11-13	2020-09-30	13F/A-1	ENERSYS	COM	29275Y102	2,277,025	-48,207	-2.07	152,835	2.18	0.2783
2020-11-09	2020-09-30	13F	ENERSYS	COM	29275Y102	2,325,232	0		149,567		109,799.9948
2020-08-12	2020-06-30	13F	ENERSYS	COM	29275Y102	2,325,232	-29,705	-1.26	149,567	28.78	0.2747
2020-05-13	2020-03-31	13F	ENERSYS	COM	29275Y102	2,354,937	113,967	5.09	116,139	-30.78	0.2306
2020-02-06	2019-12-31	13F/A-1	ENERSYS	COM	29275Y102	2,240,970	-18,049	-0.80	167,777	12.36	0.2219
2020-02-05	2019-12-31	13F	ENERSYS	COM	29275Y102	2,240,970	-18,049		167,777		94,329.1296
2019-11-20	2019-09-30	13F/A-1	ENERSYS	COM	29275Y102	2,259,019	19,628	0.88	149,319	-2.50	0.2022
2019-11-08	2019-09-30	13F	ENERSYS	COM	29275Y102	2,241,343	1,952		153,599		0.2031
2019-08-26	2019-06-30	13F/A-1	ENERSYS	COM	29275Y102	2,239,391	-662,042	-22.82	153,152	-18.99	0.2009
2019-08-09	2019-06-30	13F	ENERSYS	COM	29275Y102	2,239,418	-662,015		153,154
2019-05-13	2019-03-31	13F/A-1	ENERSYS	COM	29275Y102	2,901,433	-988,196	-25.41	189,057	-37.37	0.2505
2019-05-03	2019-03-31	13F	ENERSYS	COM	29275Y102	2,901,433	-988,196		189,057
2019-02-07	2018-12-31	13F	ENERSYS	COM	29275Y102	3,889,629	-194,685	-4.77	301,874	-15.17	0.4338
2018-11-14	2018-09-30	13F	ENERSYS	COM	29275Y102	4,084,314	208,595	5.38	355,866	23.02	0.4135
2018-08-03	2018-06-30	13F	ENERSYS	COM	29275Y102	3,875,719	174,837	4.72	289,283	12.68	0.3467
2018-05-04	2018-03-31	13F	ENERSYS	COM	29275Y102	3,700,882	376,430	11.32	256,731	10.91	0.3096
2018-02-14	2017-12-31	13F/A-1	ENERSYS	COM	29275Y102	3,324,452	606,247	22.30	231,481	23.12	0.2727
2018-02-01	2017-12-31	13F	ENERSYS	COM	29275Y102	3,324,452	606,247		231,481
2017-11-02	2017-09-30	13F	ENERSYS	COM	29275Y102	2,718,205	42,106	1.57	188,019	-3.03	0.2323
2017-08-02	2017-06-30	13F	ENERSYS	COM	29275Y102	2,676,099	866,056	47.85	193,884	35.69	0.2465
2017-05-03	2017-03-31	13F	ENERSYS	COM	29275Y102	1,810,043	1,151,323	174.78	142,885	177.74	0.1824
2017-02-06	2016-12-31	13F	ENERSYS	COM	29275Y102	658,720	2,301	0.35	51,446	13.27	0.0676
2016-11-09	2016-09-30	13F	ENERSYS	COM	29275Y102	656,419	29,444	4.70	45,417	21.81	0.0635
2016-08-05	2016-06-30	13F	ENERSYS	COM	29275Y102	626,975	-138,707	-18.12	37,286	-12.61	0.0539
2016-05-12	2016-03-31	13F	ENERSYS	COM	29275Y102	765,682	4,098	0.54	42,664	0.16	0.0628
2016-02-08	2015-12-31	13F	ENERSYS	COM	29275Y102	761,584	40,310	5.59	42,595	10.22	0.0610
2015-11-10	2015-09-30	13F	ENERSYS	COM	29275Y102	721,274	13,617	1.92	38,646	-22.31	0.0589
2015-08-10	2015-06-30	13F	ENERSYS	COM	29275Y102	707,657	88,593	14.31	49,742	25.08	0.0715
2015-05-05	2015-03-31	13F	ENERSYS	COM	29275Y102	619,064	-23,972	-3.73	39,769	0.20	0.0592
2015-02-09	2014-12-31	13F	ENERSYS	COM	29275Y102	643,036	-31,619	-4.69	39,688	0.32	0.0596
2014-11-12	2014-09-30	13F	ENERSYS	COM	29275Y102	674,655	19,401	2.96	39,561	-12.23	0.0642
2014-08-08	2014-06-30	13F	ENERSYS	COM	29275Y102	655,254	-2,080	-0.32	45,075	-1.04	0.0755
2014-05-07	2014-03-31	13F	ENERSYS	COM	29275Y102	657,334	3,497	0.53	45,547	-0.61	0.0831
2014-02-06	2013-12-31	13F	ENERSYS	COM	29275Y102	653,837	-11,639	-1.75	45,827	13.58	0.0939
2013-11-12	2013-09-30	13F	ENERSYS	COM	29275Y102	665,476	-7,687	-1.14	40,348	22.22	0.0973
2013-08-01	2013-06-30	13F	ENERSYS	COM	29275Y102	673,163	673,163		33,012		0.0909

Legend

Shares: The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value: The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price: The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class: This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred

Allocation (%): The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation: The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%): The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis: The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss: This is the market value of the position as of the effective date minus the cost basis.