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BAUPOST GROUP LLC/MA FERG Position History
Ferguson Enterprises Inc. • Industrials
Quarters held
7
Latest value
$344.3M
Q2 2026
Peak value
$344.3M
First seen
Q4 2024
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2024 | $196.5M |
| Q1 2025 | $181.4M |
| Q2 2025 | $246.5M |
| Q3 2025 | $259.5M |
| Q4 2025 | $253.1M |
| Q1 2026 | $336.5M |
| Q2 2026 | $344.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q2 2026 | $344.3M | 1.45M | — | — |
| Q1 2026 | $336.5M | 1.44M | — | — |
| Q4 2025 | $253.1M | 1.14M | — | — |
| Q3 2025 | $259.5M | 1.16M | — | — |
| Q2 2025 | $246.5M | 1.13M | — | — |
| Q1 2025 | $181.4M | 1.13M | — | — |
| Q4 2024 | $196.5M | 1.13M | — | — |