WCM INVESTMENT MANAGEMENT, LLC
Position in FERG — Ferguson Enterprises Inc. /DE/
CIK 1061186
LAGUNA BEACH, CA
Position in FERG
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$1,014,311,749
+$33,382,820 QoQ
Shares Held
4,348,417
-1.3% QoQ
Ownership
2.24%
of shares outstanding
% of Portfolio
2.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
4 quarters on record
Voting authority
Sole 98.69051197251781.ToString("F0")%
Shared 0.ToString("F0")%
None 1.309488027482185.ToString("F0")%
Common Shares in FERG Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Mar 31, 2026WCM INVESTMENT MANAGEMENT, LLC holds $1,068,105,477 across 5 Industrial Distribution names. FERG ranks #1 (95.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FERG |
Ferguson Enterprises Inc. /DE/
This page
|
4,348,417 | $1,014,311,749 | |
| 2 | AIT |
Applied Industrial Technologies Inc
|
129,102 | $34,253,342 | |
| 3 | SITE |
SiteOne Landscape Supply, Inc.
|
119,082 | $15,851,005 | |
| 4 | QXO |
QXO, Inc.
|
108,491 | $2,106,895 | |
| 5 | WSO |
Watsco Inc
|
4,350 | $1,582,486 |
All Filings in FERG
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,014,311,749 | 4,348,417 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $980,928,929 | 4,406,095 | Shares | Sole | 2026-02-09 | |
| 2024-12-31 | $139,816,362 | 805,533 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $160,109,175 | 806,311 | Shares | Sole | 2024-11-04 | |
| No filing history on record for this holder in this stock. | ||||||