SEC 13F Intelligence

Durable Capital Partners LP / FERG

Durable Capital Partners LP’s Ferguson Enterprises Inc Position

Does Durable Capital Partners LP own Ferguson Enterprises Inc (FERG)? Yes — 2.19M shares worth $511M (+5.26% of its 13F portfolio) as of Q1 2026, up from 1.56M shares the prior filed quarter.

Position Value
$511M
Q1 2026
Shares
2.19M
% of Portfolio
+5.26%
Quarters Held
4
currently held

Position History FERG

Reported value by quarter
Q1 ’25: $117MQ1 ’25Q3 ’25: $245MQ3 ’25Q4 ’25: $348MQ4 ’25Q1 ’26: $511MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20262.19M$511M+5.26%
Q4 20251.56M$348M+3.29%
Q3 20251.09M$245M+1.81%
Q1 2025730.8K$117M+1.05%

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