Durable Capital Partners LP

Position in FERG — Ferguson Enterprises Inc. /DE/

CIK 1798849 Bethesda, MD

Position in FERG

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$707,180,507

+$195,880,419 QoQ

Shares Held

2,979,735

+35.9% QoQ

Ownership

1.54%

of shares outstanding

% of Portfolio

6.88%

of 13F equity value

Holder Rank

#13

of 938 holders

Holding Since

Mar 2025

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Durable Capital Partners LP holds $859,949,960 across 3 Industrial Distribution names. FERG ranks #1 (82.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FERG	Ferguson Enterprises Inc. /DE/ This page	2,979,735	$707,180,507
2	XMTR	Xometry, Inc.	1,014,976	$97,965,483
3	AIT	Applied Industrial Technologies Inc	162,070	$54,803,970

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$707,180,507	2,979,735	+35.9%	Shares	Sole	2026-08-14
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.