Kinetic Partners Management, LP
Position in FERG — Ferguson Enterprises Inc. /DE/
CIK 1911448
Miami, FL
Position in FERG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$19,154,904
-$3,378,012 QoQ
Shares Held
80,710
-16.4% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#181
of 939 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, 2026Kinetic Partners Management, LP holds $35,870,319 across 2 Industrial Distribution names. FERG ranks #1 (53.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FERG |
Ferguson Enterprises Inc. /DE/
This page
|
80,710 | $19,154,904 | |
| 2 | SITE |
SiteOne Landscape Supply, Inc.
|
146,101 | $16,715,415 |
All Filings in FERG
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,154,904 | 80,710 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $22,532,916 | 96,600 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $54,766,980 | 246,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $78,378,420 | 349,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $49,538,125 | 227,500 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,246,095 | 26,500 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $26,191,713 | 150,900 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $44,439,966 | 223,800 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||