Polymer 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
$434K Buy
1,829
+501
+38% +$121K 0.06% 440
2026
Q1
$310K Sell
1,328
-3,482
-72% -$847K 0.03% 582
2025
Q4
$1.07M Buy
4,810
+838
+21% +$200K 0.11% 244
2025
Q3
$892K Buy
3,972
+1,437
+57% +$325K 0.09% 214
2025
Q2
$552K Buy
+2,535
New +$467K 0.07% 247

Other funds holding FERG

Polymer Capital Management's FERG Position: Q2 2026 in Review

Polymer Capital Management increased its Ferguson (FERG) stake by 38% in Q2 2026, buying an estimated $121K and bringing the position to 1,829 shares worth $434K. The position accounts for 0.06% of the portfolio, ranked #440.

Polymer Capital Management first reported a position in FERG in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.07M in Q4 2025. 946 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Polymer Capital Management held 1,829 shares of Ferguson worth $434K as of Q2 2026.
  • Polymer Capital Management bought 501 Ferguson shares in Q2 2026, an estimated $121K.
  • Ferguson made up 0.06% of Polymer Capital Management's portfolio in Q2 2026, its #440 holding.
  • Polymer Capital Management first reported a position in Ferguson in Q2 2025 and has held it in 5 quarters since.
  • Polymer Capital Management's Ferguson position peaked at $1.07M in Q4 2025.
  • 946 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

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