Seth Klarman - Baupost Group
Holding/activity history for Ferguson Enterprises Inc. (FERG)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 1,442,411 | 6.58 | Add 26.86% | 1.39 | $233.26 | $336,457,000 | SEC |
| 2025 Q4 | 1,137,035 | 4.80 | Reduce 1.60% | 0.09 | $222.63 | $253,138,000 | SEC |
| 2025 Q3 | 1,155,500 | 5.45 | Add 2.08% | 0.11 | $224.58 | $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 | $173.57 | $196,481,000 | SEC |