Seth Klarman - Baupost Group
Holding/activity history for Ferguson Enterprises Inc. (FERG)
← All FERG superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 1,442,411 | 6.58 | Add 26.86% | 1.39 | $214.51–271.64 · VW $246.76i | $336,457,000 | SEC |
| 2025 Q4 | 1,137,035 | 4.80 | Reduce 1.60% | 0.09 | $221.50–256.93 · VW $240.19i | $253,138,000 | SEC |
| 2025 Q3 | 1,155,500 | 5.45 | Add 2.08% | 0.11 | $207.64–243.40 · VW $225.22i | $259,502,000 | SEC |
| 2025 Q2 | 1,132,000 | 5.99 | $217.75 | $246,493,000 | SEC | ||
| 2025 Q1 | 1,132,000 | 5.21 | $160.23 | $181,380,000 | SEC | ||
| 2024 Q4 | 1,132,000 | 5.74 | Buy | 5.74 | $171.68–223.22 · VW $197.61i | $196,481,000 | SEC |
Price snapshot:
Current price$233.19
Avg. buy price$187.02
+/- since buy24.68%
52-week low$204.50
52-week high$269.59