Balyasny Asset Management L.P.

Position in FERG — Ferguson Enterprises Inc. /DE/

CIK 1218710 Chicago, IL

Position in FERG

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$127,610,014

+$66,990,314 QoQ

Shares Held

547,072

+100.9% QoQ

Ownership

0.282%

of shares outstanding

% of Portfolio

0.27%

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")%

Industrials · as of Mar 31, 2026

Balyasny Asset Management L.P. holds $367,247,756 across 10 Industrial Distribution names. FERG ranks #1 (34.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FERG	Ferguson Enterprises Inc. /DE/ This page	547,072	$127,610,014
2	POOL	Pool Corp	356,743	$72,179,810
3	FAST	Fastenal Co	1,339,778	$62,165,699
4	CNM	Core & Main, Inc.	738,689	$36,491,236
5	MSM	Msc Industrial Direct Co Inc	335,797	$30,983,989
6	AIT	Applied Industrial Technologies Inc	99,291	$26,343,888
7	GWW	W.W. Grainger, Inc.	6,842	$7,463,322
8	QXO	QXO, Inc.	167,973	$3,262,035

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$127,610,014	547,072	+100.9%	Shares	Sole	2026-05-15
2025-12-31	$60,619,700	272,289	-58.6%	Shares	Sole	2026-02-17
2025-09-30	$147,689,422	657,625	+121.9%	Shares	Sole	2025-11-14
2025-06-30	$64,543,495	296,411	+693.6%	Shares	Sole	2025-08-14
2025-03-31	$5,984,270	37,348	-85.6%	Shares	Sole	2025-05-15
2024-12-31	$44,887,458	258,613	-67.5%	Shares	Sole	2025-02-14
2024-09-30	$157,855,802	794,963	—	Shares	Sole	2024-11-14
No filing history on record for this holder in this stock.