Polymer Capital Management (US) LLC
Position in FERG — Ferguson Enterprises Inc. /DE/
CIK 1973324
NEW YORK, NY
Position in FERG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$434,076
+$124,307 QoQ
Shares Held
1,829
+37.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#596
of 932 holders
Holding Since
Jun 2025
5 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, 2026Polymer Capital Management (US) LLC holds $1,036,380 across 2 Industrial Distribution names. FERG ranks #2 (41.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CNM |
Core & Main, Inc.
|
12,483 | $602,304 | |
| 2 | FERG |
Ferguson Enterprises Inc. /DE/
This page
|
1,829 | $434,076 |
All Filings in FERG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $434,076 | 1,829 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $309,769 | 1,328 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,070,850 | 4,810 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $892,031 | 3,972 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $551,996 | 2,535 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||