Which hedge funds own ESAB? ESAB CORPORATION, Q2 2026 13F holders
35 tracked hedge funds disclosed a position in ESAB (ESAB CORPORATION) in their Q2 2026 13F filings, worth $209.0m in total. The largest holder by portfolio weight is TradeLink Capital LLC at 7.2% of its book. 16 opened a new position this quarter: TradeLink Capital LLC, Medina Value Partners, LLC, SG Capital Management LLC, Stanley Capital Management, LLC. 19 exited: Roubaix Capital, LLC, Twinbeech Capital LP, Lecap Asset Management Ltd.
- 35
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 16
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 19
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $139m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $143m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $209m
- Combined value Sum of the holders' reported positions in the security.
- 2.8%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Roubaix Capital, LLC | 2.3% | $5.0m |
| Twinbeech Capital LP | 0.3% | $3.2m |
| Lecap Asset Management Ltd | 0.2% | $576k |
| Machina Capital S.A.S. | 0.08% | $420k |
| Millennium Management LLC | 0.07% | $87.3m |
| Dark Forest Capital Management LP | 0.06% | $695k |
| Aquatic Capital Management LLC | 0.05% | $1.7m |
| Qube Research & Technologies Ltd | 0.04% | $30.9m |
| Y-Intercept (Hong Kong) Ltd | 0.04% | $2.1m |
| Voleon Capital Management LP | 0.04% | $1.7m |
| Durable Capital Partners LP | 0.03% | $3.3m |
| Quantbot Technologies LP | 0.03% | $827k |
| CenterBook Partners LP | 0.03% | $571k |
| Mirabella Financial Services LLP | 0.02% | $219k |
| Tudor Investment Corp ET AL | 0.01% | $2.8m |
| Aristeia Capital, L.L.C. | 0.01% | $566k |
| Freestone Grove Partners LP | 0.01% | $887k |
| Brevan Howard Capital Management LP | 0.0% | $452k |
| Engineers Gate Manager LP | 0.0% | $203k |
Ownership over time
Who discovered ESAB first? Beta
The run: Q3 2022 → Q2 2025, +261%
| Robertson Opportunity Capital, LLC | Q4 2022 | 0.6% | +1.3 pts |
| Crestline Management, L.P. | Q4 2022 | 0.9% | +0.6 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.