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FERG
6 quarters

Position history for Atreides Management, LP's holdings in FERGUSON ENTERPRISES INC

Atreides Management, LP holds 146,355 shares of FERG (FERGUSON ENTERPRISES INC), worth $34.1M as of 2026-Q1. The position was decreased (-17.7% shares). FERG represents 0.7% of Atreides Management, LP's portfolio.

Current Value

$34.1M

Current Shares

146,355

Total Value Change

-$18.2M

Total Shares Change

-155,221

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
146,355
-17.7%
$34.1M0.7%$247.96
0
2025-Q4
Decreased
177,917
-20.1%
$39.6M0.5%$224.67
0
2025-Q3
Decreased
222,624
-25.3%
$50M1.0%$224.10
0
2025-Q2
Increased
297,956
+6.4%
$64.9M1.8%$216.33
51
2025-Q1
Decreased
280,079
-7.1%
$44.9M1.4%$158.66
0
2024-Q4
New
301,576
-
$52.3M1.1%$170.71
68

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

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