RKWD

ROCKWOOD RESEARCH · A CORPORATE FILINGS WEBSITE|STRAIGHT FROM THE SOURCE · SEC EDGAR|SPONSOREDYour message on this tape — bid on the Rockwood Ad Exchange · Rockwood Ad Exchange|

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FERG

Ferguson Enterprises Inc. /DE/

Wholesale-Hardware & Plumbing & Heating Equipment & Supplies · SIC 5070CIK 2011641Held by 23 tracked managersEDGAR filings ↗10-K/10-Q ↗

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20 of 20 reported changes in each tracked manager’s latest 13F vs its prior quarter (2 reporting periods). Every change is listed — no cap.

ManagerActionShare change% chgEnding % of 13F bookPosition size

Long Pond Capital

Q2 2026Position history →

New+103,500—2.6%$24.6M

Q2 2026Position history →

New+2,156—<0.01%$0.5M

Durable Capital Partners

Q2 2026Position history →

Add+787,760+35.9%6.9%$707.2M

Soroban Capital Partners

Q2 2026Position history →

Add+30,404+1.3%4.1%$576.4M

Capital Research Global Investors

Q2 2026Position history →

Add+21,410+1.0%0.07%$502.3M

Q2 2026Position history →

Add+8,183+0.6%6.4%$344.3M

Holocene Advisors

Q2 2026Position history →

Add+324,627+33.3%0.71%$308.2M

Egerton Capital

Q2 2026Position history →

Add+371,766+58.6%2.3%$238.8M

First Eagle Investment Management

Q2 2026Position history →

Add+25,745+4.1%0.26%$156.4M

Eminence Capital

Q1 2026Position history →

Add+145,998+29.2%3.5%$150.6M

Suvretta Capital Management

Q2 2026Position history →

Add+34,858+16.5%1.2%$58.6M

Q2 2026Position history →

Add+9,500+5.6%0.33%$42.8M

Atreides Management

Q2 2026Position history →

Add+1,404+1.0%0.31%$35.1M

Bridgewater Associates

Q2 2026Position history →

Add+6,382+16.7%0.04%$10.6M

Giverny Capital

Q2 2026Position history →

Add+652+1.8%0.30%$8.9M

WCM Investment Management

Q2 2026Position history →

Trim(165,825)(3.8%)1.8%$998.0M

First Pacific Advisors

Q2 2026Position history →

Trim(30,171)(3.7%)2.3%$186.7M

Adage Capital Management

Q2 2026Position history →

Trim(366,226)(51.8%)0.11%$80.7M

Cantillon Capital Management

Q2 2026Position history →

Trim(1,668,754)(95.4%)2.9%$19.1M

Tortoise Capital Advisors

Q2 2026Position history →

Trim(844)(4.7%)0.04%$4.1M

Changes compare each manager’s latest 13F with its prior quarter for the same CUSIP. “First observation” rows have no earlier stored filing to compare and are never counted as buys; “Split?” rows moved by a near-whole factor at an unchanged value and are treated as stock splits, not trades. Ending weight is the position after the change, not the size of the change.