Lionstone Capital Management LLC
Position in FERG — Ferguson Enterprises Inc. /DE/
CIK 1575662
NEW YORK, NY
Position in FERG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$38,221,521
+$655,465 QoQ
Shares Held
161,048
0.0% QoQ
Ownership
0.083%
of shares outstanding
% of Portfolio
8.80%
of 13F equity value
Holder Rank
#129
of 938 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FERG Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026Lionstone Capital Management LLC holds $82,436,548 across 2 Industrial Distribution names. FERG ranks #2 (46.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | QXO |
QXO, Inc.
|
2,558,740 | $44,215,027 | |
| 2 | FERG |
Ferguson Enterprises Inc. /DE/
This page
|
161,048 | $38,221,521 |
All Filings in FERG
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,221,521 | 161,048 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $37,566,056 | 161,048 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $35,854,116 | 161,048 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $36,168,159 | 161,048 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $35,068,202 | 161,048 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $25,804,721 | 161,048 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $27,953,101 | 161,048 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $31,979,301 | 161,048 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||