Form SC 13G - Statement of Beneficial Ownership by Certain Investors
14 11월 2024 - 6:05AM
Edgar (US Regulatory)
UNITED
STATES
SECURITIES
AND EXCHANGE COMMISSION
Washington, D.C. 20549
SCHEDULE
13G
INFORMATION
TO BE INCLUDED IN STATEMENTS FILED PURSUANT
TO
RULE 13d-1(b), (c), AND (d) AND AMENDMENTS THERETO FILED
PURSUANT
TO RULE 13d-2(b)
(AMENDMENT NO. n/a)*
Enerpac
Tool Group Corp.
(Name of Issuer)
Common
Stock
(Title of Class of Securities)
292765104
(CUSIP
Number)
September
30, 2024
(Date of Event which Requires Filing of this Statement)
Check
the appropriate box to designate the rule pursuant to which this Schedule is filed:
[X]
Rule 13d-1(b)
[ ]
Rule 13d-1(c)
[ ] Rule 13d-1(d)
| * | The
remainder of this cover page shall be filled out for a reporting person's initial filing on this form with respect to the subject
class of securities, and for any subsequent amendment containing information which would alter disclosures provided in a prior
cover page. |
The
information required on the remainder of this cover page shall not be deemed to be "filed" for the purpose of Section
18 of the Securities Exchange Act of 1934 ("Act") or otherwise subject to the liabilities of that section of the Act
but shall be subject to all other provisions of the Act (however, see the Notes).
CUSIP
No. 292765104 |
|
13G |
|
Page
2 of 10 Pages |
1. |
NAMES
OF REPORTING PERSONS OR
I.R.S.
IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY)
Kayne
Anderson Rudnick Investment Management, LLC
95-4575414 |
|
2. |
CHECK
THE APPROPRIATE BOX IF A MEMBER OF A GROUP
(see
instructions) |
(a)
[ ]
(b)
[ ] |
3. |
SEC
USE ONLY
|
|
4. |
CITIZENSHIP
OR PLACE OF ORGANIZATION
A
California Limited Liability Company |
|
NUMBER OF
SHARES
BENEFICIALLY
OWNED BY
EACH
REPORTING
PERSON WITH |
5. |
SOLE
VOTING POWER
914,381
|
6. |
SHARED
VOTING POWER
3,822,284
|
7. |
SOLE
DISPOSITIVE POWER
1,041,419
|
8. |
SHARED
DISPOSITIVE POWER
3,822,284
|
9. |
AGGREGATE
AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
4,863,703
|
|
10. |
CHECK
IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES
(see
instructions) [ ]
|
|
11. |
PERCENT
OF CLASS REPRESENTED BY AMOUNT IN ROW (9)
8.96%
|
|
12. |
TYPE
OF REPORTING PERSON (see instructions)
IA
|
|
CUSIP
No. 292765104 |
|
13G |
|
Page
3 of 10 Pages |
1. |
NAMES
OF REPORTING PERSONS OR
I.R.S.
IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY)
Virtus
Investment Advisers, Inc.
04-2453743
|
|
2. |
CHECK
THE APPROPRIATE BOX IF A MEMBER OF A GROUP
(see
instructions)
|
(a)
[ ]
(b) [ ]
|
3. |
SEC
USE ONLY
|
|
4. |
CITIZENSHIP
OR PLACE OF ORGANIZATION
Massachusetts
|
|
NUMBER OF
SHARES
BENEFICIALLY
OWNED BY
EACH
REPORTING
PERSON WITH |
5. |
SOLE
VOTING POWER
0
|
6. |
SHARED
VOTING POWER
3,822,284
|
7. |
SOLE
DISPOSITIVE POWER
0
|
8. |
SHARED
DISPOSITIVE POWER
3,822,284
|
9. |
AGGREGATE
AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
3,822,284
|
|
10. |
CHECK
IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES
(see
instructions) [ ]
|
|
11. |
PERCENT
OF CLASS REPRESENTED BY AMOUNT IN ROW (9)
7.04%
|
|
12. |
TYPE
OF REPORTING PERSON (see instructions)
IA
|
|
FOOTNOTES
- The amounts reported on this page are also included in the amounts reported by Kayne Anderson Rudnick Investment Management,
LLC on this Schedule 13G.
CUSIP
No. 292765104 |
|
13G |
|
Page
4 of 10 Pages |
1. |
NAMES
OF REPORTING PERSONS OR
I.R.S.
IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY)
Virtus
Equity Trust on behalf of Virtus KAR Small Cap Growth Fund |
|
2. |
CHECK
THE APPROPRIATE BOX IF A MEMBER OF A GROUP
(see
instructions)
|
(a)
[ ]
(b) [ ]
|
3. |
SEC
USE ONLY
|
|
4. |
CITIZENSHIP
OR PLACE OF ORGANIZATION
Delaware
|
|
NUMBER OF
SHARES
BENEFICIALLY
OWNED BY
EACH
REPORTING
PERSON WITH |
5. |
SOLE
VOTING POWER
0
|
6. |
SHARED
VOTING POWER
3,281,438
|
7. |
SOLE
DISPOSITIVE POWER
0
|
8. |
SHARED
DISPOSITIVE POWER
3,281,438
|
9. |
AGGREGATE
AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
3,281,438
|
|
10. |
CHECK
IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES
(see
instructions) [ ]
|
|
11. |
PERCENT
OF CLASS REPRESENTED BY AMOUNT IN ROW (9)
6.04%
|
|
12. |
TYPE
OF REPORTING PERSON (see instructions)
IV
|
|
FOOTNOTES
- The amounts reported on this page are also included in the amounts reported by Virtus Investment Advisers, Inc. on this Schedule
13G.
CUSIP
No. 292765104 |
|
13G |
|
Page
5 of 10 Pages |
Item 1. |
(a) |
Name
of Issuer
Enerpac
Tool Group Corp
|
|
|
|
|
(b) |
Address
of Issuer’s Principal Executive Offices
N86
W12500 Westbrook Crossing, Menomonee Falls, WI 53051
|
Item 2. |
(a) |
Name
of Person Filing
(1)
Kayne Anderson Rudnick Investment Management, LLC
(2)
Virtus Investment Advisers, Inc.
(3)
Virtus Equity Trust on behalf of Virtus KAR Small Cap Growth Fund
|
|
|
|
|
(b) |
Address
of the Principal Office or, if none, residence
(1)
Kayne Anderson Rudnick Investment Management, LLC
2000
Avenue of the Stars, Suite 1110, Los Angeles, CA 90067
(2)
Virtus Investment Advisers, Inc.
One
Financial Plaza, Hartford, CT 06103
(3)
Virtus Equity Trust on behalf of Virtus KAR Small Cap Growth Fund
101
Munson Street, Greenfield, MA 01301 |
|
|
|
|
(c) |
Citizenship
(1)
Kayne Anderson Rudnick Investment Management, LLC: A California Limited Liability Company
(2)
Virtus Investment Advisers, Inc.: Massachusetts
(3)
Virtus Equity Trust on behalf of Virtus KAR Small Cap Growth Fund: Delaware
|
|
|
|
|
(d) |
Title
of Class of Securities
Common
Stock
|
|
|
|
|
(e) |
CUSIP
Number
292765104
|
Item
3. If this statement is filed pursuant to §§240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is
a:
|
(a) |
[ ] |
Broker or
dealer registered under section 15 of the Act (15 U.S.C. 78o). |
|
|
|
|
|
(b) |
[ ] |
Bank as defined in section
3(a)(6) of the Act (15 U.S.C. 78c). |
|
|
|
|
|
(c) |
[ ] |
Insurance company as
defined in section 3(a)(19) of the Act (15 U.S.C. 78c). |
|
|
|
|
|
(d) |
[X] |
Investment company registered
under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8). |
|
|
|
|
|
(e) |
[X] |
An investment adviser
in accordance with §240.13d-1(b)(1)(ii)(E); |
|
|
|
|
|
(f) |
[ ] |
An employee benefit
plan or endowment fund in accordance with §240.13d-1(b)(1)(ii)(F); |
|
(g) |
[ ] |
A parent holding company
or control person in accordance with §240.13d-1(b)(1)(ii)(G); |
|
|
|
|
|
(h) |
[ ] |
A savings associations
as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813); |
|
|
|
|
|
(i) |
[ ] |
A church plan that is
excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C.
80a-3); |
|
|
|
|
|
(j) |
[ ] |
Group, in accordance
with §240.13d-1(b)(1)(ii)(J). |
CUSIP
No. 292765104 |
|
13G |
|
Page
7 of 10 Pages |
Item
4. Ownership.
Provide
the following information regarding the aggregate number and percentage of the class of securities of the issuer identified in
Item 1.
(a) |
Amount
beneficially owned:
(1)
Kayne Anderson Rudnick Investment Management LLC: 4,863,703
(2)
Virtus Investment Advisers, Inc.: 3,822,284
(3)
Virtus Equity Trust on behalf of Virtus KAR Small Cap Growth Fund: 3,281,438
|
|
(b) |
Percent
of class:
(1)
Kayne Anderson Rudnick Investment Management LLC: 8.96%
(2)
Virtus Investment Advisers, Inc.: 7.04%
(3)
Virtus Equity Trust on behalf of Virtus KAR Small Cap Growth Fund: 6.04%
|
|
(c) |
Number
of shares as to which the person has: |
|
|
(i) |
Sole
power to vote or to direct the vote:
(1)
Kayne Anderson Rudnick Investment Management LLC: 914,381
(2)
Virtus Investment Advisers, Inc.: 0
(3)
Virtus Equity Trust on behalf of Virtus KAR Small Cap Growth Fund: 0
|
|
|
(ii) |
Shared
power to vote or to direct the vote:
(1)
Kayne Anderson Rudnick Investment Management LLC: 3,822,284
(2)
Virtus Investment Advisers, Inc.: 3,822,284
(3)
Virtus Equity Trust on behalf of Virtus KAR Small Cap Growth Fund: 3,281,438
|
|
|
(iii) |
Sole
power to dispose or to direct the disposition of:
(1)
Kayne Anderson Rudnick Investment Management LLC: 1,041,419
(2)
Virtus Investment Advisers, Inc.: 0
(3)
Virtus Equity Trust on behalf of Virtus KAR Small Cap Growth Fund: 0
|
|
|
(iv) |
Shared
power to dispose or to direct the disposition of: |
|
| (1) | Kayne
Anderson Rudnick Investment Management LLC: 3,822,284 |
| (2) | Virtus
Investment Advisers, Inc.: 3,822,284 |
| (3) | Virtus
Equity Trust on behalf of Virtus KAR Small Cap Growth Fund: 3,281,438 |
Item
5. Ownership of Five Percent or Less of a Class.
If
this statement is being filed to report the fact that as of the date hereof the reporting person has ceased to be the beneficial
owner of more than five percent of the class of securities, check the following [ ].
Instruction.
Dissolution of a group requires a response to this item.
N/A
Item
6. Ownership of More than Five Percent on Behalf of Another Person.
With
respect to securities owned by a registered investment company included in this filing, only the custodian for such investment
company, has the right to receive dividends paid with respect to, and proceeds from the sale of, such securities. No other person
is known to have such right, except that the shareholders of such investment company participate proportionately in any dividends
and distributions so paid.
Item
7. Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on By the Parent Holding Company.
N/A
Item
8. Identification and Classification of Members of the Group.
N/A
Item
9. Notice of Dissolution of Group.
N/A
CUSIP
No. 292765104 |
|
13G |
|
Page
9 of 10 Pages |
Item
10. Certification.
By
signing below I certify that, to the best of my knowledge and belief, the securities referred to above were not acquired and are
not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were
not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect.
Signature
After
reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true,
complete and correct.
|
Kayne
Anderson Rudnick Investment Management, LLC |
|
|
|
|
|
By: |
/s/ Michael Shoemaker |
|
Name: |
Michael Shoemaker |
|
Title: |
Chief Compliance Officer |
|
Date: |
November 13, 2024 |
|
|
|
|
|
Virtus
Investment Advisers, Inc. |
|
|
|
|
|
By: |
/s/ Chetram Persaud |
|
Name: |
Chetram Persaud |
|
Title: |
Chief Compliance Officer |
|
Date: |
November 13, 2024 |
|
|
|
|
|
Virtus
Equity Trust on behalf of Virtus KAR Small Cap Growth Fund |
|
|
|
|
|
By: |
/s/ Daphne Chisolm |
|
Name: |
Daphne Chisolm |
|
Title: |
Vice President, Counsel and Assistant Secretary |
|
Date: |
November 13, 2024 |
AGREEMENT
JOINT
FILING OF SCHEDULE 13G
Kayne
Anderson Rudnick Investment Management, LLC (an investment adviser registered under the Investment Advisers Act of 1940), and
Virtus Investment Advisers, Inc. (an investment adviser registered under the Investment Advisers Act of 1940) and Virtus Equity
Trust (on behalf of Virtus KAR Small-Cap Growth Fund), a Delaware statutory trust, hereby agree to file jointly the statement
on Schedule 13G to which this Agreement is attached, and any amendments thereto which may be deemed necessary, pursuant to Regulation
13D-G under the Securities Exchange Act of 1934.
It
is understood and agreed that each of the parties hereto is responsible for the timely filing of such statement and any amendments
thereto, and for the completeness and accuracy of the information concerning such party contained therein, but such party is not
responsible for the completeness or accuracy of information concerning the other party unless such party knows or has reason to
believe that such information is inaccurate.
It
is understood and agreed that a copy of this Agreement shall be attached as an exhibit to the statement on Schedule 13G, and any
amendments thereto, filed on behalf of each of the parties hereto.
Dated:
February 9, 2024
KAYNE
ANDERSON RUDNICK INVESTMENT MANAGEMENT, LLC
By: |
/s/ Michael Shoemaker
|
|
|
Michael Shoemaker
|
|
|
Chief Compliance
Officer |
|
VIRTUS
INVESTMENT ADVISERS, INC.
By: |
/s/ Chetram Persaud |
|
|
Chetram Persaud |
|
|
Chief Compliance
Officer |
|
|
|
VIRTUS EQUITY TRUST, on behalf of
|
|
VIRTUS KAR SMALL-CAP GROWTH FUND
|
|
|
|
|
By: |
/s/ Daphne Chisolm |
|
|
Daphne Chisolm |
|
|
Vice President,
Counsel and Assistant Secretary |
|
Enerpac Tool (NYSE:EPAC)
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