WCM INVESTMENT MANAGEMENT, LLC

Position in FERG — Ferguson Enterprises Inc. /DE/

CIK 1061186 LAGUNA BEACH, CA

Position in FERG

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$992,654,559

-$21,657,190 QoQ

Shares Held

4,182,592

-3.8% QoQ

Ownership

2.16%

of shares outstanding

% of Portfolio

1.79%

of 13F equity value

Holder Rank

of 938 holders

Holding Since

Sep 2024

5 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Industrials · as of Jun 30, 2026

WCM INVESTMENT MANAGEMENT, LLC holds $1,043,423,432 across 5 Industrial Distribution names. FERG ranks #1 (95.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FERG	Ferguson Enterprises Inc. /DE/ This page	4,182,592	$992,654,559
2	AIT	Applied Industrial Technologies Inc	99,840	$33,760,896
3	SITE	SiteOne Landscape Supply, Inc.	108,580	$12,422,637
4	QXO	QXO, Inc.	188,569	$3,258,472
5	WSO	Watsco Inc	3,184	$1,326,868

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$992,654,559	4,182,592	-3.8%	Shares	Sole	2026-08-13
2026-03-31	$1,014,311,749	4,348,417	-1.3%	Shares	Sole	2026-05-07
2025-12-31	$980,928,929	4,406,095	+447.0%	Shares	Sole	2026-02-09
2024-12-31	$139,816,362	805,533	-0.1%	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.