Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$122M Buy
515,420
+269,999
+110% +$65.1M 3.22% 11
2026
Q1
$57.2M Buy
245,421
+32,911
+15% +$8.01M 2.1% 19
2025
Q4
$47.3M Sell
212,510
-290,967
-58% -$69.5M 1.33% 21
2025
Q3
$113M Buy
503,477
+240,170
+91% +$54.4M 3.33% 13
2025
Q2
$57.3M Buy
263,307
+109,790
+72% +$20.2M 1.84% 20
2025
Q1
$24.6M Buy
153,517
+92,934
+153% +$16.1M 1.12% 19
2024
Q4
$10.5M Buy
+60,583
New +$12M 0.42% 22

Other funds holding FERG

XN LP's FERG Position: Q2 2026 in Review

XN LP increased its Ferguson (FERG) stake by 110% in Q2 2026, buying an estimated $65.1M and bringing the position to 515,420 shares worth $122M. The position accounts for 3.22% of the portfolio, ranked #11.

XN LP first reported a position in FERG in Q4 2024 and has held it in 7 quarters since. 945 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • XN LP held 515,420 shares of Ferguson worth $122M as of Q2 2026.
  • XN LP bought 269,999 Ferguson shares in Q2 2026, an estimated $65.1M.
  • Ferguson made up 3.22% of XN LP's portfolio in Q2 2026, its #11 holding.
  • XN LP first reported a position in Ferguson in Q4 2024 and has held it in 7 quarters since.
  • 945 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on XN LP's 13F filing for Q2 2026, filed 14 Aug 2026.