59 North Capital Management, LP
Position in FERG — Ferguson Enterprises Inc. /DE/
CIK 1805589
Houston, TX
Position in FERG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$380,331,055
+$47,389,494 QoQ
Shares Held
1,602,541
+12.3% QoQ
Ownership
0.828%
of shares outstanding
% of Portfolio
8.46%
of 13F equity value
Holder Rank
#31
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, 202659 North Capital Management, LP holds $615,696,679 across 2 Industrial Distribution names. FERG ranks #1 (61.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FERG |
Ferguson Enterprises Inc. /DE/
This page
|
1,602,541 | $380,331,055 | |
| 2 | SITE |
SiteOne Landscape Supply, Inc.
|
2,057,212 | $235,365,624 |
All Filings in FERG
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $380,331,055 | 1,602,541 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $332,941,561 | 1,427,341 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $279,431,150 | 1,255,137 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $281,878,667 | 1,255,137 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $127,310,586 | 584,664 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $116,070,451 | 724,399 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $143,103,257 | 824,470 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $120,843,943 | 608,571 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||