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FERGFERG
6 quarters

Position history for BLBAUPOST GROUP LLC/MA's holdings in FERGUSON ENTERPRISES INC

BAUPOST GROUP LLC/MA holds 1.4M shares of FERG (FERGUSON ENTERPRISES INC), worth $336,457 as of 2026-Q1. The position was increased (+26.9% shares). FERG represents 6.6% of BAUPOST GROUP LLC/MA's portfolio.

Current Value

$336,457

Current Shares

1.4M

Total Value Change

-$196.1M

Total Shares Change

+310,411

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
1.4M
+26.9%
$336,4576.6%$247.96
58
2025-Q4
Decreased
1.1M
-1.6%
$253.1M4.8%$224.67
0
2025-Q3
Increased
1.2M
+2.1%
$259.5M5.4%$224.10
62
2025-Q2
Unchanged
1.1M
0.0%
$246.5M6.0%$216.33
0
2025-Q1
Unchanged
1.1M
0.0%
$181.4M5.2%$158.66
0
2024-Q4
New
1.1M
-
$196.5M5.7%$170.71
95

Other major holders of FERG: M&G Plc, VANGUARD GROUP INC

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