Position in ESAB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$104,264,144
-$43,012,868 QoQ
Shares Held
1,078,669
-18.2% QoQ
Ownership
1.77%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 99.16573110008724.ToString("F0")%
Shared 0.ToString("F0")%
None 0.8342688999127629.ToString("F0")%
Common Shares in ESAB Over Time
Shares Held
Position Value (USD)
Position in Metal Fabrication
Industrials · as of Mar 31, 2026GEODE CAPITAL MANAGEMENT, LLC holds $1,699,865,689 across 15 Metal Fabrication names. ESAB ranks #5 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRS |
Carpenter Technology Corp
|
1,092,166 | $430,477,228 | |
| 2 | ATI |
Ati Inc
|
2,947,325 | $428,717,894 | |
| 3 | MLI |
Mueller Industries Inc
|
2,988,136 | $331,085,468 | |
| 4 | CMC |
COMMERCIAL METALS Co
|
3,361,424 | $206,492,275 | |
| 5 | ESAB |
ESAB Corp
This page
|
1,078,669 | $104,264,144 | |
| 6 | GPGI |
GPGI, Inc.
|
4,177,756 | $71,439,627 | |
| 7 | WOR |
Worthington Enterprises, Inc.
|
792,735 | $41,333,202 | |
| 8 | PRLB |
Proto Labs Inc
|
580,201 | $33,083,060 |
All Filings in ESAB
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $104,264,144 | 1,078,669 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $147,277,012 | 1,318,269 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $145,463,466 | 1,301,803 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $153,412,412 | 1,272,604 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $146,783,475 | 1,259,944 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $143,334,056 | 1,195,048 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $123,325,553 | 1,160,056 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $91,547,335 | 969,473 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $101,240,656 | 915,625 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $76,639,643 | 884,780 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $59,622,678 | 849,084 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $51,994,954 | 781,409 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $43,338,241 | 733,676 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $31,960,214 | 681,164 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $19,922,992 | 597,212 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $26,331,856 | 601,871 | Shares | Defined | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||