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TRAN CAPITAL MANAGEMENT, L.P. → FERG
TRAN CAPITAL MANAGEMENT, L.P. FERG Position History
Ferguson Enterprises Inc. • Industrials
Quarters held
5
Latest value
$33.1M
Q3 2026
Peak value
$38.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $37.9M |
| Q4 2025 | $37.4M |
| Q1 2026 | $38M |
| Q2 2026 | $38.2M |
| Q3 2026 | $33.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $33.1M | 148.5K | — | — |
| Q2 2026 | $38.2M | 160.8K | — | — |
| Q1 2026 | $38M | 163.1K | — | — |
| Q4 2025 | $37.4M | 168.1K | — | — |
| Q3 2025 | $37.9M | 169.0K | — | — |