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Security · featured owners

FERG Ferguson Enterprises Inc.

Industrials COMMON STOCK NEW Equity as of 2026 Q2 among managers we track

  • 13 Owners
  • #58
  • Max 6.9%
  • Master 0.15%
  • $2.6B
  • 9 add 2 reduce

FERG (Ferguson Enterprises Inc.) is held in 13 featured 13F books as of 2026 Q2. Henry Ellenbogen - Durable Capital Partners is the largest tracked holder by portfolio weight (6.9%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 6.9% (Henry Ellenbogen - Durable Capital Partners) · not free-float ownership

  1. Henry Ellenbogen add 6.9%
  2. Seth Klarman add 6.4%
  3. William Von Mueffling reduce 2.9%
  4. John Armitage add 2.3%
  5. First Pacific Advisors reduce 2.3%
  6. Eric Mandelblatt add 1.2%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Henry Ellenbogen - Durable Capital Partners 2026 Q2 6.9% Add +35.9% 2,979,735 $707M history
Eric Mandelblatt - Soroban Capital Partners 2026 Q2 1.2% Add +1.3% 2,428,771 $576M history
Seth Klarman - Baupost Group 2026 Q2 6.4% Add +0.6% 1,450,594 $344M history
Dan Sundheim - D1 Capital Partners 2026 Q2 0.87% Add +267.0% 1,282,038 $304M history
John Armitage - Egerton Capital (UK) 2026 Q2 2.3% Add +58.6% 1,006,024 $239M history
First Pacific Advisors 2026 Q2 2.3% Reduce −3.7% 786,822 $187M history
First Eagle Investment Management 2026 Q2 0.26% Add +4.1% 659,054 $156M history
Thomas Gayner - Markel Group 2026 Q2 0.33% Add +5.6% 180,200 $43M history
Gavin Baker - Atreides Management 2026 Q2 0.24% Add +1.0% 147,759 $35M history
William Von Mueffling - Cantillon Capital Management 2026 Q2 2.9% Reduce −95.4% 80,548 $19M history
Francois Rochon - Giverny Capital 2026 Q2 0.30% Add +1.8% 37,380 $9M history
Wallace Weitz - Weitz Investment Management 2026 Q2 0.09% Hold 5,200 $1M history
Ruane, Cunniff & Goldfarb 2026 Q2 <0.01% Hold 1,000 $237K history

13 current · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2024 FY2025
Revenue $29.64B $30.76B
Gross profit $9.05B $9.44B
Gross margin * 30.5% 30.7%
Net income $1.74B $1.86B
Net margin * 5.9% 6.0%

Balance sheet

Metric FY2024 FY2025
Total current assets $9.41B $10.15B
Total non-current assets * $7.16B $7.58B
Total assets $16.57B $17.73B
Total current liabilities $5.22B $6.03B
Total non-current liabilities * $5.74B $5.87B
Total equity $5.62B $5.83B

Cash flow

Metric FY2024 FY2025
Cash from operations $1.87B $1.91B
Cash from investing -$601M -$543M
Cash from financing -$1.31B -$1.29B
Net change in cash * -$41M $79M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders