Southpoint Capital Advisors LP
Position in FERG — Ferguson Enterprises Inc. /DE/
CIK 1319998
NEW YORK, NY
Position in FERG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$139,956,000
+$6,378,000 QoQ
Shares Held
600,000
0.0% QoQ
Ownership
0.309%
of shares outstanding
% of Portfolio
2.94%
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, 2026Southpoint Capital Advisors LP holds $241,121,000 across 2 Industrial Distribution names. FERG ranks #1 (58.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FERG |
Ferguson Enterprises Inc. /DE/
This page
|
600,000 | $139,956,000 | |
| 2 | POOL |
Pool Corp
|
500,000 | $101,165,000 |
All Filings in FERG
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $139,956,000 | 600,000 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $133,578,000 | 600,000 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $89,832,000 | 400,000 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $65,325,000 | 300,000 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $96,138,000 | 600,000 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $52,071,000 | 300,000 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $138,999,000 | 700,000 | Shares | Defined | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||