L2 Asset Management, LLC

Position in FERG — Ferguson Enterprises Inc. /DE/

CIK 1686988 Wayland, MA

Position in FERG

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$263,198

+$17,342 QoQ

Shares Held

1,109

+5.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#692

of 932 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

L2 Asset Management, LLC holds $2,658,670 across 4 Industrial Distribution names. FERG ranks #4 (9.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AIT	Applied Industrial Technologies Inc	5,131	$1,735,047
2	GWW	W.W. Grainger, Inc.	254	$345,541
3	FAST	Fastenal Co	6,556	$314,884
4	FERG	Ferguson Enterprises Inc. /DE/ This page	1,109	$263,198

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$263,198	1,109	+5.2%	Shares	Sole	2026-08-13
2026-03-31	$245,856	1,054	+6.9%	Shares	Sole	2026-05-15
2025-12-31	$219,513	986	+7.4%	Shares	Sole	2026-02-17
2025-09-30	$206,164	918	—	Shares	Sole	2025-11-14
No filing history on record for this holder in this stock.