Henry Ellenbogen — Recent Buys
Durable Capital Partners · New and increased positions in the Q2 '26 13F filing.
Filed August 14, 2026 · Last updated
Henry Ellenbogen opened 4 new positions and increased 9 existing holdings in the Q2 '26 filing — a combined buy footprint of $2.91B. Largest new position: MADISON AIR SOLUTIONS CORP at $397.7M.
New positions (4)
Increased positions (9)
| Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|
| FERG | FERGUSON ENTERPRISES INC | 2979735 | $707.2M | 6.88% | +35.9% |
| FN | FABRINET | 603340 | $339.1M | 3.30% | +178.7% |
| CRH | CRH PLC | 2665296 | $285.2M | 2.77% | +80.4% |
| CLH | CLEAN HARBORS INC | 892405 | $266.6M | 2.59% | +-15.1% |
| VSECU | VSE CORP | 980310 | $224.0M | 2.18% | +-30.2% |
| GSHD | GOOSEHEAD INS INC | 1837151 | $89.1M | 0.87% | +17.5% |
| CPNG | COUPANG INC | 3881925 | $67.4M | 0.66% | +-69.8% |
| TECH | BIO-TECHNE CORP | 501963 | $35.5M | 0.34% | +-88.7% |
| AYI | ACUITY INC | 68646 | $25.9M | 0.25% | +-80.7% |