Enerpac Tool Group Corp.
US ˙ NYSE ˙ US2927651040

SecurityEPAC / Enerpac Tool Group Corp.
InstitutionNeuberger Berman Group LLC
Latest Disclosed Ownership3,310,897 shares
Ownership 6.10%
Neuberger Berman Group LLC ownership in EPAC / Enerpac Tool Group Corp.

2025-04-04 - Neuberger Berman Group LLC has filed an SCHEDULE 13G form with the Securities and Exchange Commission (SEC) disclosing ownership of 3,310,897 shares of Enerpac Tool Group Corp. (US:EPAC). This represents 6.1 percent ownership of the company.

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)
2025-04-04 2025-04-04 13G 3,310,897 6.10

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 Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F ENERPAC TOOL GROUP Common 292765104 4,449,814 234,911 5.57 162,285 0.69 0.0631
2026-02-13 2025-12-31 13F ENERPAC TOOL GROUP Common 292765104 4,214,903 398,109 10.43 161,178 3.00 0.1200
2025-11-12 2025-09-30 13F ENERPAC TOOL GROUP Common 292765104 3,816,794 476,245 14.26 156,489 15.50 0.1144
2025-08-25 2025-06-30 13F/A-1 ENERPAC TOOL GROUP Common 292765104 3,340,549 29,652 0.90 135,493 -8.78 0.1043
2025-08-13 2025-06-30 13F ENERPAC TOOL GROUP Common 292765104 3,340,549 29,652 135,493 0.0539
2025-05-13 2025-03-31 13F ENERPAC TOOL GROUP Common 292765104 3,310,897 1,122,014 51.26 148,527 65.14 0.1244
2025-02-13 2024-12-31 13F ENERPAC TOOL GROUP Common 292765104 2,188,883 320,785 17.17 89,941 14.93 0.0714
2024-11-14 2024-09-30 13F ENERPAC TOOL GROUP Common 292765104 1,868,098 9,241 0.50 78,255 10.26 0.0611
2024-11-14 2024-06-30 13F/A-1 ENERPAC TOOL GROUP Common 292765104 1,858,857 493,730 36.17 70,971 45.81 0.0583
2024-08-13 2024-06-30 13F ENERPAC TOOL GROUP Common 292765104 1,858,857 493,730 70,971 0.0582
2024-11-14 2024-03-31 13F/A-1 ENERPAC TOOL GROUP Common 292765104 1,365,127 221,093 19.33 48,675 36.72 0.0402
2024-05-13 2024-03-31 13F ENERPAC TOOL GROUP Common 292765104 1,365,127 221,093 48,675 0.0402
2024-11-14 2023-12-31 13F/A-2 ENERPAC TOOL GROUP Common 292765104 1,144,034 -5,671 -0.49 35,602 17.01 0.0310
2024-02-09 2023-12-31 13F ENERPAC TOOL GROUP Common 292765104 1,144,034 -5,671 35,602 0.0310
2023-11-14 2023-09-30 13F ENERPAC TOOL GROUP Common 292765104 1,149,705 11,105 0.98 30,427 -1.04 0.0277
2023-08-11 2023-06-30 13F ENERPAC TOOL GROUP Common 292765104 1,138,600 -2,432 -0.21 30,747 5.85 0.0275
2023-05-12 2023-03-31 13F ENERPAC TOOL GROUP Common 292765104 1,141,032 7,438 0.66 29,046 0.65 0.0269
2023-02-13 2022-12-31 13F ENERPAC TOOL GROUP Common 292765104 1,133,594 34,321 3.12 28,857 47.17 0.0283
2022-11-15 2022-09-30 13F ENERPAC TOOL GROUP Common 292765104 1,099,273 58,648 5.64 19,608 -0.82 0.0205
2022-08-15 2022-06-30 13F ENERPAC TOOL GROUP Common 292765104 1,040,625 18,237 1.78 19,770 -11.62 0.0199
2022-05-23 2022-03-31 13F/A-1 ENERPAC TOOL GROUP Common 292765104 1,022,388 33,515 3.39 22,370 11.77 0.0190
2022-05-13 2022-03-31 13F ENERPAC TOOL GROUP Common 292765104 1,022,388 33,515 22,345 0.0100
2022-02-11 2021-12-31 13F ENERPAC TOOL GROUP Common 292765104 988,873 74,490 8.15 20,014 6.44 0.0157
2021-11-12 2021-09-30 13F ENERPAC TOOL GROUP Common 292765104 914,383 -6,422 -0.70 18,803 -22.94 0.0164
2021-08-13 2021-06-30 13F ENERPAC TOOL GROUP Common 292765104 920,805 -24,106 -2.55 24,400 -0.76 0.0213
2021-05-13 2021-03-31 13F ENERPAC TOOL GROUP Common 292765104 944,911 -35,863 -3.66 24,588 11.31 0.0235
2021-02-10 2020-12-31 13F ENERPAC TOOL GROUP Common 292765104 980,774 -14,398 -1.45 22,089 18.04 0.0229
2020-11-12 2020-09-30 13F ENERPAC TOOL GROUP Common 292765104 995,172 -13,592 -1.35 18,713 5.38 0.0222
2020-08-13 2020-06-30 13F ENERPAC TOOL GROUP Common 292765104 1,008,764 -22,525 -2.18 17,758 4.09 0.0221
2020-05-14 2020-03-31 13F ENERPAC TOOL GROUP CORP Common 292765104 1,031,289 55,230 5.66 17,061 -32.85 0.0260
2020-02-12 2019-12-31 13F ACTUANT CORP A Common 00508X203 976,059 49,626 5.36 25,409 25.00 0.0297
2019-11-13 2019-09-30 13F ACTUANT CORP A Common 00508X203 926,433 22,154 2.45 20,328 -9.35 0.0248
2019-08-13 2019-06-30 13F ACTUANT CORP A Common 00508X203 904,279 -9,973 -1.09 22,424 0.65 0.0268
2019-05-13 2019-03-31 13F ACTUANT CORP A Common 00508X203 914,252 50,226 5.81 22,279 22.87 0.0273
2019-02-12 2018-12-31 13F ACTUANT CORP A Common 00508X203 864,026 -54,393 -5.92 18,132 -29.24 0.0253
2018-11-16 2018-09-30 13F/A-1 ACTUANT CORP A Common 00508X203 918,419 -29,868 -3.15 25,623 -7.93 0.0290
2018-11-13 2018-09-30 13F ACTUANT CORP A Common 00508X203 918,419 -29,868 25,623
2018-08-13 2018-06-30 13F ACTUANT CORP A Common 00508X203 948,287 -22,851 -2.35 27,831 23.29 0.0307
2018-05-08 2018-03-31 13F ACTUANT CORP A Common 00508X203 971,138 -46,424 -4.56 22,574 -12.33 0.0258
2018-02-14 2017-12-31 13F ACTUANT CORP A Common 00508X203 1,017,562 384,750 60.80 25,749 58.94 0.0296
2017-11-15 2017-09-30 13F ACTUANT COMMON STOCK 00508X203 632,812 57,545 10.00 16,200 14.47 0.0203
2017-08-08 2017-06-30 13F ACTUANT COMMON STOCK 00508X203 575,267 575,267 14,152 0.0182
2016-11-02 2016-09-30 13F ACTUANT COMMON STOCK 00508X203 0 -25,066 -100.00 0 -100.00
2016-08-05 2016-06-30 13F ACTUANT COMMON STOCK 00508X203 25,066 -24,677 -49.61 567 -53.86 0.0008
2016-05-06 2016-03-31 13F ACTUANT COMMON STOCK 00508X203 49,743 0 0.00 1,229 3.10 0.0017
2016-01-28 2015-12-31 13F ACTUANT COMMON STOCK 00508X203 49,743 49,743 0.00 1,192 0.0016
2015-02-05 2014-12-31 13F ACTUANT COMMON STOCK 00508X203 0 -87,830 -100.00 0 -100.00
2014-11-04 2014-09-30 13F ACTUANT COMMON STOCK 00508X203 87,830 -7,390 -7.76 2,681 -18.56 0.0028
2014-08-05 2014-06-30 13F ACTUANT COMMON STOCK 00508X203 95,220 14,145 17.45 3,292 18.93 0.0032
2014-05-05 2014-03-31 13F ACTUANT COMMON STOCK 00508X203 81,075 -4,230 -4.96 2,768 -11.45 0.0028
2014-02-11 2013-12-31 13F ACTUANT COMMON STOCK 00508X203 85,305 -2,795 -3.17 3,126 -8.65 0.0032
2013-10-29 2013-09-30 13F/A-1 ACTUANT COMMON STOCK 00508X203 88,100 2,415 2.82 3,422 21.13 0.0038
2013-10-29 2013-09-30 13F ACTUANT COMMON STOCK 00508X203 149,800 4,343
2013-08-13 2013-06-30 13F ACTUANT COMMON STOCK 00508X203 85,685 85,685 2,825 0.0034
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.