Enerpac Tool Group Corp. (EPAC) stake at 4.9% in new 13G/A filing
Rhea-AI Filing Summary
Capital International Investors filed an amended Schedule 13G reporting beneficial ownership of 2,535,759 shares of Enerpac Tool Group Corp. common stock, representing 4.9% of the class, based on 51,543,169 shares believed outstanding. The filer has sole voting and sole dispositive power over all reported shares and no shared power. The filing indicates ownership of 5 percent or less of the outstanding common stock.
Positive
- None.
Negative
- None.
Key Figures
Beneficial ownership: 2,535,759 shares
Percent of class owned: 4.9%
Shares outstanding baseline: 51,543,169 shares
+1 more
4 metrics
Beneficial ownership
2,535,759 shares
Enerpac Tool Group Corp. common stock beneficially owned by Capital International Investors
Percent of class owned
4.9%
Portion of Enerpac Tool Group common stock class reported as beneficially owned
Shares outstanding baseline
51,543,169 shares
Enerpac Tool Group common shares believed to be outstanding for percentage calculation
Sole voting and dispositive power
2,535,759 shares
Shares over which Capital International Investors has sole voting and dispositive power
Key Terms
beneficial owner, sole voting power, dispositive power, Schedule 13G
4 terms
beneficial owner financial
"CII is deemed to be the beneficial owner of 2,535,759 shares"
A beneficial owner is the person who ultimately owns or controls a financial asset or property, even if their name isn't directly on official documents. Think of it like someone who secretly holds the keys to a safe deposit box—others may appear to have access, but the true owner is the one who benefits from what's inside. Identifying beneficial owners helps ensure transparency and prevent illegal activities like money laundering or fraud.
sole voting power financial
"Sole Voting Power 2,535,759.00"
Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.
dispositive power financial
"Sole Dispositive Power 2,535,759.00"
Dispositive power is the authority to decide the final outcome of an asset, legal claim, contract, or corporate action — in effect the power to dispose of or resolve something. For investors it matters because whoever holds that authority can determine who gets paid, who controls an asset or vote, and how risks and returns are allocated; think of it like holding the key that lets you lock in the winner or loser in a deal.
Schedule 13G regulatory
"Capital International Investors filed an amended Schedule 13G"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
FAQ
What ownership stake in EPAC does Capital International Investors report in this Schedule 13G/A?
Capital International Investors reports beneficial ownership of 2,535,759 shares of Enerpac Tool Group Corp. common stock, representing 4.9% of the 51,543,169 shares believed to be outstanding as of the reporting date.
What does Item 5 indicate about Capital International Investors’ EPAC holdings?
Item 5 states that Capital International Investors holds 5 percent or less of the class of Enerpac Tool Group common stock. This confirms the reported 4.9% ownership is below the 5% threshold for the security class.
Who is the reporting person in this Enerpac Tool Group (EPAC) Schedule 13G/A?
The reporting person is Capital International Investors, a division of Capital Research and Management Company and affiliated investment management entities, which collectively provide services under the Capital International Investors name.
AI-generated analysis. How Rhea-AI works. Not financial advice.