59 North Capital Management’s Ferguson FERG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$380M Buy
1,602,541
+175,200
+12% +$42.3M 8.46% 3
2026
Q1
$333M Buy
1,427,341
+172,204
+14% +$41.9M 9.93% 4
2025
Q4
$279M Hold
1,255,137
8.7% 6
2025
Q3
$282M Buy
1,255,137
+670,473
+115% +$152M 8.78% 5
2025
Q2
$127M Sell
584,664
-139,735
-19% -$25.7M 4.55% 9
2025
Q1
$116M Sell
724,399
-100,071
-12% -$17.3M 4.18% 9
2024
Q4
$143M Buy
824,470
+215,899
+35% +$42.9M 6.68% 9
2024
Q3
$121M Sell
608,571
-108,657
-15% -$22M 5.42% 8
2024
Q2
$139M Buy
717,228
+26,582
+4% +$5.58M 6.84% 4
2024
Q1
$151M Buy
690,646
+131,778
+24% +$26.3M 9.09% 3
2023
Q4
$108M Buy
558,868
+66,516
+14% +$11.2M 8.7% 4
2023
Q3
$81M Sell
492,352
-42,044
-8% -$6.64M 9.38% 3
2023
Q2
$84.1M Buy
534,396
+39,317
+8% +$5.6M 9.6% 3
2023
Q1
$66.2M Buy
495,079
+74,043
+18% +$10.3M 9.69% 5
2022
Q4
$53.5M Buy
421,036
+302,261
+254% +$35.2M 9.58% 4
2022
Q3
$12.2M Buy
+118,775
New +$13.9M 3.27% 12

Other funds holding FERG

59 North Capital Management's FERG Position: Q2 2026 in Review

59 North Capital Management increased its Ferguson (FERG) stake by 12% in Q2 2026, buying an estimated $42.3M and bringing the position to 1,602,541 shares worth $380M. The position accounts for 8.46% of the portfolio, ranked #3.

59 North Capital Management first reported a position in FERG in Q3 2022 and has held it in 16 quarters since. 939 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • 59 North Capital Management held 1,602,541 shares of Ferguson worth $380M as of Q2 2026.
  • 59 North Capital Management bought 175,200 Ferguson shares in Q2 2026, an estimated $42.3M.
  • Ferguson made up 8.46% of 59 North Capital Management's portfolio in Q2 2026, its #3 holding.
  • 59 North Capital Management first reported a position in Ferguson in Q3 2022 and has held it in 16 quarters since.
  • 939 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on 59 North Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.