SEC 13F Intelligence

Soroban Capital Partners LP / FERG

Soroban Capital Partners LP’s Ferguson Enterprises Inc Position

Does Soroban Capital Partners LP own Ferguson Enterprises Inc (FERG)? Yes — 2.40M shares worth $559M (+1.08% of its 13F portfolio) as of Q1 2026, down from 2.98M shares the prior filed quarter.

Position Value
$559M
Q1 2026
Shares
2.40M
% of Portfolio
+1.08%
Quarters Held
5
currently held

Position History FERG

Reported value by quarter
Q1 ’25: $578MQ1 ’25Q2 ’25: $807MQ2 ’25Q3 ’25: $821MQ3 ’25Q4 ’25: $669MQ4 ’25Q1 ’26: $559MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20262.40M$559M+1.08%
Q4 20252.98M$669M+4.67%
Q3 20253.66M$821M+6.19%
Q2 20253.71M$807M+7.87%
Q1 20253.60M$578M+8.15%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Soroban Capital Partners LP’s full portfolio or all institutional holders of FERG.