COMMON STOCK NEW
FERG
FERGUSON ENTERPRISES INC
Holdings as of 2026-06-30Filed 2026-08-13Updated 2026-10-22
View original evidence ↗Consensus4.5/100→ 0Current quarter score · 2026 Q2
Investors holding1
New positions0
Increased1
Decreased0
Exited0
Holdings by investor
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| Investor | Portfolio weight | Shares | Shares Δ | Change | Filed | Evidence |
|---|---|---|---|---|---|---|
| Seth KlarmanBaupost Group | 6.36%-0.2 pp | 1,450,594 | +0.6% | Increased | 2026-08-13 | SEC filing |
Ownership over time
All 20 quarters
| Quarter | Investors holding |
|---|---|
| 2026 Q2 | 1 |
| 2026 Q1 | 1 |
| 2025 Q4 | 1 |
| 2025 Q3 | 1 |
| 2025 Q2 | 1 |
| 2025 Q1 | 1 |
| 2024 Q4 | 2 |
| 2024 Q3 | 1 |
| 2024 Q2 | 0 |
| 2024 Q1 | 0 |
| 2023 Q4 | 0 |
| 2023 Q3 | 0 |
| 2023 Q2 | 0 |
| 2023 Q1 | 0 |
| 2022 Q4 | 0 |
| 2022 Q3 | 0 |
| 2022 Q2 | 0 |
| 2022 Q1 | 0 |
| 2021 Q4 | 0 |
| 2021 Q3 | 0 |
Inside the Consensus Score
breadth1.9 / 30
conviction0.8 / 20
activity0.6 / 20
trend0.5 / 15
persistence0.7 / 15
Original sources
Public commentary is shown only when a dated, verified original is available.
Baupost GroupOfficial SEC filing
Advanced · SEC data & downloads
CUSIP 31488V107 · COMMON STOCK NEW
Original information table · XML/data
Baupost Group · 13F-HR · SEC filing · TXT
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