Form 13F security
FERGUSON ENTERPRISES INC
Class COMMON STOCK NEW
As filed on Form 13F — long US-listed positions only. No shorts, cash, bonds, or non-13F assets appear here.
Filed up to 45 days after quarter end; holdings may have changed since.
Tracked managers holding it
Share and principal positions
| Manager | Quarter | Value | % of portfolio | SH/PRN qty | Put/call |
|---|---|---|---|---|---|
| BAUPOST GROUP LLC/MA — Seth Klarman | 2026-06-30 | $344M | 6.4% | SH 1,450,594 | — |
| First Eagle Investment Management, LLC | 2026-06-30 | $156M | 0.3% | SH 659,054 | — |
| Point72 Asset Management, L.P. | 2026-06-30 | $85M | <0.1% | SH 356,880 | — |
| Markel Group Inc. | 2026-06-30 | $43M | 0.3% | SH 180,200 | — |
| Cantillon Capital Management LLC | 2026-06-30 | $19M | 2.9% | SH 80,548 | — |
| Bridgewater Associates, LP | 2026-06-30 | $11M | <0.1% | SH 44,686 | — |
| Giverny Capital Inc. | 2026-06-30 | $8.9M | 0.3% | SH 37,380 | — |
| Ruane, Cunniff & Goldfarb L.P. | 2026-06-30 | <$1M | <0.1% | SH 1,000 | — |
Total $667M across 8 of 69 managers.
Sums are across tracked reports, not unique economic ownership.
Markel Group Inc. — Combined report.
Cantillon Capital Management LLC — Combined report.
First Eagle Investment Management, LLC — Combined report.
First Eagle Investment Management, LLC — Amended: this view reflects the filer's restatement of 2026-08-24.
Giverny Capital Inc. — Amended: this view reflects the filer's restatement of 2026-08-26.
Filed rows (8) — as filed
| Manager | Class | Put/call | Value | % of portfolio | SH/PRN qty | Source |
|---|---|---|---|---|---|---|
| BAUPOST GROUP LLC/MA | COMMON STOCK NEW | — | $344M | 6.4% | SH 1,450,594 | 0001061768-26-000010 |
| First Eagle Investment Management, LLC | COMMON STOCK NEW | — | $156M | 0.3% | SH 659,054 | 0001325447-26-000033 |
| Point72 Asset Management, L.P. | COMMON STOCK NEW | — | $85M | <0.1% | SH 356,880 | 0000919574-26-005520 |
| Markel Group Inc. | COMMON STOCK NEW | — | $43M | 0.3% | SH 180,200 | 0001096343-26-000065 |
| Cantillon Capital Management LLC | COMMON STOCK NEW | — | $19M | 2.9% | SH 80,548 | 0001279936-26-000005 |
| Bridgewater Associates, LP | COMMON STOCK NEW | — | $11M | <0.1% | SH 44,686 | 0001350694-26-000003 |
| Giverny Capital Inc. | COMMON STOCK NEW | — | $8.9M | 0.3% | SH 37,380 | 0001641864-26-000010 |
| Ruane, Cunniff & Goldfarb L.P. | COMMON STOCK NEW | — | <$1M | <0.1% | SH 1,000 | 0000919574-26-005176 |
Quarter-to-quarter notes
Reported change, not a confirmed trade: this compares quarter-end reports filed up to 45 days later, and the position may since have changed. Amendments, corporate actions, and changes in reporting scope can also move these rows. Value change compares period-end reported values; for continuing rows it includes market price movement.
—
Changes appear only where the prior quarter's validated report exists.
Filing details
First Eagle Investment Management, LLC — Superseded filing: 13F-HR filed 2026-08-05.
Giverny Capital Inc. — Superseded filing: 13F-HR filed 2026-08-14.