FERG 13F position history: Seth Klarman - Baupost Group
Ferguson Enterprises Inc, as reported in Seth Klarman - Baupost Group’s quarterly 13F filings. See all fund managers holding FERG.
| Quarter | Activity | Shares | Value | % of portfolio | Reported price | |
|---|---|---|---|---|---|---|
| Q2 2026 | Added | 1,450,594 | $344,269,000 | 6.36% | $237.33 | Filing |
| Q1 2026 | Added | 1,442,411 | $336,457,000 | 6.58% | $233.26 | Filing |
| Q4 2025 | Trimmed | 1,137,035 | $253,138,000 | 4.80% | $222.63 | Filing |
| Q3 2025 | Added | 1,155,500 | $259,502,000 | 5.45% | $224.58 | Filing |
| Q2 2025 | No change | 1,132,000 | $246,493,000 | 5.99% | $217.75 | Filing |
| Q1 2025 | No change | 1,132,000 | $181,380,000 | 5.21% | $160.23 | Filing |
| Q4 2024 | New | 1,132,000 | $196,481,000 | 5.74% | $173.57 | Filing |