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BAUPOST GROUP LLC/MA

Position in FERG — Ferguson Enterprises Inc. /DE/

CIK 1061768 BOSTON, MA

Position in FERG

as of Mar 31, 2026 · filed May 14, 2026
Position Value
$336,456,789
+$83,318,687 QoQ
Shares Held
1,442,411
+26.9% QoQ
Ownership
0.744%
of shares outstanding
% of Portfolio
7.28%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Common Shares in FERG Over Time

Shares Held

Position Value (USD)

Position in Industrial Distribution

Industrials · as of Mar 31, 2026

BAUPOST GROUP LLC/MA holds $772,789,918 across 3 Industrial Distribution names. FERG ranks #2 (43.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 FERG
Ferguson Enterprises Inc. /DE/
This page
1,442,411 $336,456,789

All Filings in FERG

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6 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $336,456,789 1,442,411
2025-12-31 $253,138,102 1,137,035
2025-09-30 $259,502,190 1,155,500
2025-06-30 $246,493,000 1,132,000
2025-03-31 $181,380,360 1,132,000
2024-12-31 $196,481,240 1,132,000