VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.

Position in FERG — Ferguson Enterprises Inc. /DE/

CIK 1367401 AMSTERDAM, P7

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Position in FERG

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

Position Value

$17,416,357

+$186,577 QoQ

Shares Held

74,665

-3.5% QoQ

Ownership

0.038%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2024

7 quarters on record

Voting authority Sole 96.49233241813432.ToString("F0")% Shared 0.ToString("F0")% None 3.5076675818656664.ToString("F0")%

Common Shares in FERG Over Time

Shares Held

Position Value (USD)

Position in Industrial Distribution

Industrials · as of Mar 31, 2026

VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. holds $102,487,905 across 3 Industrial Distribution names. FERG ranks #3 (17.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WCC	Wesco International Inc	189,951	$51,974,392
2	MSM	Msc Industrial Direct Co Inc	358,699	$33,097,156
3	FERG	Ferguson Enterprises Inc. /DE/ This page	74,665	$17,416,357

All Filings in FERG

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7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$17,416,357	74,665	-3.5%	Shares	Sole	2026-05-15
2025-12-31	$17,229,780	77,392	-5.6%	Shares	Sole	2026-02-13
2025-09-30	$18,410,170	81,976	+61.6%	Shares	Sole	2025-11-14
2025-06-30	$11,043,844	50,718	-60.0%	Shares	Sole	2025-08-07
2025-03-31	$20,340,878	126,948	+0.3%	Shares	Sole	2025-05-14
2024-12-31	$21,968,754	126,570	-44.9%	Shares	Sole	2025-02-13
2024-09-30	$45,619,471	229,740	—	Shares	Sole	2024-11-14
No filing history on record for this holder in this stock.