Henry Ellenbogen - Durable Capital Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    37
Portfolio value:    $9,713,928,029
Holdings Activity Buys Sells    History
Holding/activity history for  Ferguson Enterprises Inc. (FERG)
← All FERG superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 2,191,975 5.26 Add 40.39% 1.51 $214.51–271.64 · VW $246.76i $511,300,089 SEC
2025   Q4 1,561,342 3.29 Add 43.38% 1.00 $221.50–256.93 · VW $240.19i $347,601,569 SEC
2025   Q3 1,088,970 1.81 Buy 1.81 $207.64–243.40 · VW $225.22i $244,560,883 SEC
2025   Q2 0 0.00 Sell 100.00% 1.05 $146.00–221.05 · VW $181.15i SEC
2025   Q1 730,754 1.05 Buy 1.05 $152.52–187.82 · VW $171.31i $117,088,713 SEC
Price snapshot:
Current price$233.19
Avg. buy price$226.66
+/- since buy2.88%
52-week low$204.50
52-week high$269.59