Back to BL BAUPOST GROUP LLC/MA

FERGFERG
7 quarters

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

Yes. The Baupost Group holds 1,450,594 shares of FERG (Ferguson), worth $344.3M, as of its Q2 2026 13F filing. It increased the position by 8,183 shares (+0.6%) from Q1 2026. The Baupost Group has held FERG since Q4 2024, across 7 quarterly 13F filings. FERG is 6.4% of The Baupost Group's reported 13F portfolio.

Current Value

$344.3M

Current Shares

1.5M

Total Value Change

+$147.8M

Total Shares Change

+318,594

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.5M
+0.6%
$344.3M6.4%$236.45
61
2026-Q1
Increased
1.4M
+26.9%
$336.5M6.6%$231.50
76
2025-Q4
Decreased
1.1M
-1.6%
$253.1M4.8%$219.25
0
2025-Q3
Increased
1.2M
+2.1%
$259.5M5.4%$221.17
62
2025-Q2
Unchanged
1.1M
0.0%
$246.5M6.0%$213.66
0
2025-Q1
Unchanged
1.1M
0.0%
$181.4M5.2%$156.61
0
2024-Q4
New
1.1M
-
$196.5M5.7%$168.79
95

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

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