ESAB (ESAB)Fenimore Asset Management Inc added to its stake +39K shares

141K

Shares reported · +39K vs prior quarter

0.29%

Disclosed portfolio weight

$13.9M

Reported value

Holdings as of

Jun 30, 2026

Filed

Jul 14, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Jun 1, 2026Company filing · Form 8-K · Acquisition or sale, Unregistered sharesCompleted buying or selling a business or assets, and sold new shares without registering them (and 4 more items)“On June 1, 2026, ESAB Corporation (the “ Company ” or “ ESAB ”) completed its previously announced acquisition of Eddyfi Holding Inc., a corporation incorporated under the laws of the Province of Québec (“ Eddyfi ”), and certain related entities (such transaction, the “ Acquisition ”).”
2. Jun 10, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“On June 10, 2026, ESAB Corporation (the “Company” or “ESAB”) appointed Mitchell P. Rales as Executive Chair of the Board of Directors (“Executive Chair”), effective as of June 10, 2026, and granted performance-based stock option awards (the “Performance Option Awards”) to Mr. Rales, Shyam P. Kambeyanda, Chief Executive Officer, and other senior members of the management team.”
3. Jun 22, 2026CongressDisclosed purchase of ESAB — reported range $1,001 - $15,000
4. Jun 24, 2026CongressDisclosed purchase of ESAB — reported range $1,001 - $15,000
5. Jul 7, 2026CongressDisclosed purchase of ESAB — reported range $1,001 - $15,000

What came next

1. Aug 6, 2026Company filing · Form 8-K · ResultsReported its results
2. Aug 7, 2026InsiderDirector sold ~$95K of ESAB shares in the open market
3. Oct 7, 20265% stakeT. Rowe Price Investment Management, Inc. reported a passive stake (13G) of 6.2%

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for ESAB

For ESAB, OQRO holds 1 insider filing (SEC Form 4 or Form 144), 3 Congress trade reports and 6 fund holdings reports (13F) dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its ESAB page.

How this filing works

• SEC Form 13F

Other disclosures at ESAB

• House Clerk periodic transaction reportAug 18, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 11, 2026
• SEC Form 4Aug 10, 2026
• SEC Form 13F-HRAug 6, 2026

Everything OQRO holds on this company is on its ESAB page.