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EMINENCE CAPITAL, LP

Position in FERG — Ferguson Enterprises Inc. /DE/

CIK 1107310 NEW YORK, NY

Position in FERG

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$150,640,474
+$39,368,442 QoQ
Shares Held
645,805
+29.2% QoQ
Ownership
0.333%
of shares outstanding
% of Portfolio
3.72%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Sep 2024
7 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

EMINENCE CAPITAL, LP holds $150,640,474 across 1 Industrial Distribution name. FERG ranks #1 (100.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 FERG
Ferguson Enterprises Inc. /DE/
This page
645,805 $150,640,474

All Filings in FERG

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7 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $150,640,474 645,805
2025-12-31 $111,272,032 499,807
2025-09-30 $151,273,494 673,584
2025-06-30 $170,632,166 783,615
2025-03-31 $117,650,159 734,258
2024-12-31 $135,031,385 777,965
2024-09-30 $58,756,664 295,899