Durable Capital Partners LP

Position in FERG — Ferguson Enterprises Inc. /DE/

CIK 1798849 Bethesda, MD

Position in FERG

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

Position Value

$511,300,088

+$163,698,519 QoQ

Shares Held

2,191,975

+40.4% QoQ

Ownership

1.13%

of shares outstanding

% of Portfolio

5.55%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2025

4 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Industrials · as of Mar 31, 2026

Durable Capital Partners LP holds $592,257,005 across 3 Industrial Distribution names. FERG ranks #1 (86.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FERG	Ferguson Enterprises Inc. /DE/ This page	2,191,975	$511,300,088
2	AIT	Applied Industrial Technologies Inc	296,601	$78,694,177
3	XMTR	Xometry, Inc.	55,405	$2,262,740

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$511,300,088	2,191,975	+40.4%	Shares	Sole	2026-05-15
2025-12-31	$347,601,569	1,561,342	+43.4%	Shares	Sole	2026-02-17
2025-09-30	$244,560,882	1,088,970	+49.0%	Shares	Sole	2025-11-14
2025-03-31	$117,088,713	730,754	—	Shares	Sole	2025-05-15
No filing history on record for this holder in this stock.