SCHEDULE: Enerpac Tool Group: Major Investor Stake Disclosed

Kayne Anderson Rudnick Investment Management and affiliates disclose significant passive ownership in Enerpac Tool Group, holding 8.6% of Class A shares.

Summary

• Kayne Anderson Rudnick Investment Management, LLC, along with its affiliates Virtus Investment Advisers, LLC and Virtus Equity Trust (on behalf of Virtus KAR Small-Cap Growth Fund), collectively reported beneficial ownership of Enerpac Tool Group Corp Class A Ordinary Shares.
• Kayne Anderson Rudnick Investment Management, LLC beneficially owns 4,643,081 shares, representing 8.6% of the class.
• Virtus Investment Advisers, LLC beneficially owns 2,614,254 shares, representing 4.8% of the class, with these shares also included in Kayne Anderson Rudnick's reported amount.
• Virtus Equity Trust, on behalf of Virtus KAR Small-Cap Growth Fund, beneficially owns 2,510,438 shares, representing 4.7% of the class, with these shares also included in Virtus Investment Advisers' reported amount.
• The shares are held in the ordinary course of business and not for the purpose of changing or influencing control of Enerpac Tool Group Corp.

Sentiment

Score: 5

Explanation: This is a neutral, factual disclosure of beneficial ownership, not containing operational or financial performance data.

Stakeholder Impact

• Shareholders: Provides transparency regarding significant institutional ownership, potentially influencing market perception and liquidity.

Key Dates

Keywords

Enerpac Tool Group, Kayne Anderson Rudnick, Virtus Investment Advisers, Virtus Equity Trust, Schedule 13G, Beneficial Ownership, Institutional Investor, Passive Investment, ETG