Back to Soroban Capital Partners LP

FERG
5 quarters

Position history for Soroban Capital Partners LP's holdings in FERGUSON ENTERPRISES INC

Soroban Capital Partners LP holds 2.4M shares of FERG (FERGUSON ENTERPRISES INC), worth $559.4M as of 2026-Q1. The position was decreased (-19.5% shares). FERG represents 1.1% of Soroban Capital Partners LP's portfolio.

Current Value

$559.4M

Current Shares

2.4M

Total Value Change

-$18.1M

Total Shares Change

-1.2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
2.4M
-19.5%
$559.4M1.1%$247.96
0
2025-Q4
Decreased
3M
-18.5%
$668.8M4.7%$224.67
0
2025-Q3
Decreased
3.7M
-1.3%
$821M6.2%$224.10
0
2025-Q2
Increased
3.7M
+2.8%
$806.8M7.9%$216.33
64
2025-Q1
New
3.6M
-
$577.5M8.2%$158.66
98

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

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used