59 North Capital Management, LP
Position in FERG — Ferguson Enterprises Inc. /DE/
CIK 1805589
Houston, TX
Position in FERG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$332,941,561
+$53,510,411 QoQ
Shares Held
1,427,341
+13.7% QoQ
Ownership
0.736%
of shares outstanding
% of Portfolio
10.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in FERG Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Mar 31, 202659 North Capital Management, LP holds $472,632,519 across 2 Industrial Distribution names. FERG ranks #1 (70.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FERG |
Ferguson Enterprises Inc. /DE/
This page
|
1,427,341 | $332,941,561 | |
| 2 | SITE |
SiteOne Landscape Supply, Inc.
|
1,049,440 | $139,690,958 |
All Filings in FERG
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||