Seth Klarman's FERG Position Overview
Seth Klarman (via Baupost Group Llc/Ma) currently holds 1.44 M shares of Ferguson Enterprises Inc. (FERG) worth $336.46 M, representing 6.58% of the portfolio. First purchased in 2024-Q4, this short-term holding has been held for 6 quarters.
Based on 13F filings, Seth Klarman has maintained this position in FERG for several quarters, showing initial confidence in the investment. Largest addition occurred in Q1 2026, adding 305,376 shares. Largest reduction occurred in Q4 2025, reducing 18,465 shares.
Analysis based on 13F filings available since 2013 Q2
Seth Klarman's Ferguson Enterprises (FERG) Holding Value Over Time
Track share changes against reported price movement
Quarterly Ferguson Enterprises (FERG) Trades by Seth Klarman
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +305,376 | Add 26.86% | 1.44 M | $233.26 |
| Q4 2025 | -18,465 | Reduce 1.60% | 1.14 M | $222.63 |
| Q3 2025 | +23,500 | Add 2.08% | 1.16 M | $224.58 |
| Q4 2024 | +1.13 M | New Buy | 1.13 M | $173.57 |
Seth Klarman's Ferguson Enterprises Investment FAQs
Seth Klarman first purchased Ferguson Enterprises Inc. (FERG) in Q4 2024, acquiring 1,132,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Seth Klarman has held Ferguson Enterprises Inc. (FERG) for 6 quarters since Q4 2024.
Seth Klarman's largest addition to Ferguson Enterprises Inc. (FERG) was in Q4 2024, adding 1,132,000 shares worth $196.48 M.
According to the latest 13F filing for Q1 2026, Seth Klarman's firm, Baupost Group Llc/Ma, owns 1,442,411 shares of Ferguson Enterprises Inc. (FERG), valued at approximately $336.46 M.
As of the Q1 2026 filing, Ferguson Enterprises Inc. (FERG) represents approximately 6.58% of Seth Klarman's publicly disclosed stock portfolio, making it one of their key holdings.
Seth Klarman's peak holding in Ferguson Enterprises Inc. (FERG) was 1,442,411 shares, as reported at the end of Q1 2026.