D1 Capital Partners L.P. 13F: New $83M Stake in FERG

D1 Capital Partners Buys Into Ferguson Enterprises Inc.

D1 Capital Partners L.P. initiated a brand-new position in Ferguson Enterprises Inc. (NYSE:FERG), picking up 349,347 shares during the period. The trade is detailed in the fund's latest Form 13F filing submitted to the Securities and Exchange Commission.

Details of the New Ferguson Position

The newly acquired stake gave the fund a sizeable footprint in the industrial distributor, with a reported value of $82.9 million. Because 13F filings look backward at holdings from the end of the reporting period on May 15, 2026, the data reflects past positioning and might not match the fund's exact current portfolio today.

Ferguson Stock Context

Ferguson shares recently traded around the $237.33 mark. The stock has moved between a 52-week low of $212.13 and a high of $271.64. Keep in mind that 13F disclosures are historical snapshots and do not guarantee that the investor still holds the exact same share count today.

Recent Insider Activity

Company executives have recently carried out planned share sales under Rule 10b5-1 trading plans. On October 14, 2026, President and CEO Kevin Michael Murphy sold 685 shares at $220.63 apiece for a total of $151,131.55, followed by another sale of 1,776 shares on October 15, 2026, at $224.50 per share worth $398,712. Chief Legal Officer Ian T. Graham sold 99 shares at $220.63 on October 14, 2026, totaling $21,842.37, and later sold 238 shares at $224.50 on October 15, 2026, valued at $53,431. Additionally, Senior VP of Waterworks Robert Anthony Camposano Jr. sold 201 shares at $220.63 on October 14, 2026, for $44,346.63, and offloaded 185 shares at $224.50 on October 15, 2026, totaling $41,532.50.

Analysts Set New Price Targets

Financial firms continue to update their views on the industrial supplier. On August 11, 2026, UBS maintained a Neutral rating with a $256.00 target. On the same day, Bernstein kept an Outperform rating with a $325.00 target, RBC Capital maintained an Outperform rating with a $290.00 target, Barclays held an Overweight rating with a $313.00 target, Oppenheimer kept an Outperform rating with a $288.00 target, Wells Fargo maintained an Overweight rating with a $295.00 target, and Baird kept an Outperform rating with a $288.00 target. Later, on October 7, 2026, RBC Capital maintained an Outperform rating while adjusting its target to $286.00.

What Ferguson Enterprises Does

Ferguson Enterprises Inc. supplies plumbing, heating, ventilation, air conditioning, and water infrastructure products to contractors and professional customers across the United States and Canada. Founded in 1953 and headquartered in Newport News, Virginia, the company operates a wide network of distribution centers and digital channels to serve residential and commercial projects.

What's Ahead for Ferguson Enterprises Inc.

Investors tracking institutional moves should remember that 13F reports offer a retrospective look at fund portfolios and do not reflect real-time trades. Future updates from institutional investors and upcoming corporate filings will provide clearer visibility into how long funds maintain their positions.