ThornTree Capital Partners’s Ferguson FERG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$32.3M Buy
2025
Q1
$12M Sell
2024
Q4
$27.5M Buy
2024
Q3
$13.4M Sell
2024
Q2
$24.6M Sell
2024
Q1
$36.9M Sell
2023
Q4
$32.6M Sell
2023
Q3
$34.7M Buy
2023
Q2
$20.4M Buy