Oak Thistle LLC

Position in ESAB — ESAB Corp

CIK 1755987 NEW YORK, NY

Position in ESAB

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$3,231,611

+$2,368,308 QoQ

Shares Held

32,765

+324.1% QoQ

Ownership

0.053%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#101

of 343 holders

Holding Since

Dec 2023

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Oak Thistle LLC holds $9,349,638 across 4 Metal Fabrication names. ESAB ranks #1 (34.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ESAB	ESAB Corp This page	32,765	$3,231,611
2	ATI	Ati Inc	11,879	$2,341,350
3	CRS	Carpenter Technology Corp	3,603	$2,222,474
4	MLI	Mueller Industries Inc	50,572	$1,554,203

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,231,611	32,765	+324.1%	Shares	Sole	2026-07-21
2025-09-30	$863,303	7,726	-43.4%	Shares	Sole	2025-10-07
2025-06-30	$1,644,181	13,639	+23.4%	Shares	Sole	2025-08-08
2025-03-31	$1,288,140	11,057	+4.3%	Shares	Sole	2025-05-06
2023-12-31	$918,345	10,602	—	Shares	Sole	2024-01-22
No filing history on record for this holder in this stock.