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Henry Ellenbogen Portfolio

Durable Capital Partners · portfolio as of Q2 2026, filed Aug 14, 2026

Latest 13F filing: Q2 2026 (filed Aug 14, 2026). No newer filing yet.

How cheap is Henry Ellenbogen's portfolio?

2 of 21 holdings are Undervalued or On Sale by our valuation (6% of the money).

Valued by PaybackPrice; holdings from SEC 13F filings as of Jun 30, 2026. 15 not valued.

This quarter's moves · vs Q1 2026

RBCRBC Bearings Incorporated474.45DecreasedOverpriced96% above fair value10.7% of portfolio · $1.1B · -25%
QQnity Electronics, Inc.117.00DecreasedNot valued7.2% of portfolio · $743.6M · -11%
FERGFerguson plc233.70IncreasedOverpriced61% above fair value6.9% of portfolio · $707.2M · +36%
MELIMercadoLibre, Inc.1,510.00DecreasedOverpriced59% above fair value5.1% of portfolio · $523.9M · -12%
APGAPi Group Corporation40.87DecreasedNot valued5.0% of portfolio · $513.8M · -18%

Full portfolio

RBCRBC Bearings Incorporated474.45Overpriced96% above fair value10.7% of portfolio · $1.1B
DASHDoorDash, Inc.179.67Fairly Valued6% below fair value7.5% of portfolio · $766.6M
QQnity Electronics, Inc.117.00Not valued7.2% of portfolio · $743.6M
FERGFerguson plc233.70Overpriced61% above fair value6.9% of portfolio · $707.2M
MELIMercadoLibre, Inc.1,510.00Overpriced59% above fair value5.1% of portfolio · $523.9M

Questions about Henry Ellenbogen's portfolio

What does Henry Ellenbogen own?

Henry Ellenbogen's portfolio holds 36 stocks worth $10.3B at the end of Q2 2026. The largest positions are RBC, DASH, Q, FERG and MELI.

What did Henry Ellenbogen buy last quarter?

In Q2 2026, Henry Ellenbogen opened 4 new positions (AGL, MAIR, ROL and TWLO) and added to AUR, CVNA, FERG, FLS, GSHD, SHOP, XMTR, CRH and FN.

What did Henry Ellenbogen sell?

In Q2 2026, Henry Ellenbogen sold out of YOU, CIGI, ESAB, IWM and RBLX and trimmed APG, AYI, AFRM, AIT, TECH, CLH, CPNG, ENTG, MDLN, MELI, OPCH, Q, RBC, RKT, FOUR, ULS, VSEC and XPO.

Which of Henry Ellenbogen's stocks are undervalued right now?

PRVA and WIX are Undervalued or On Sale by our valuation.

When is the next update?

Latest 13F filing: Q2 2026 (filed Aug 14, 2026). No newer filing yet.

From SEC Form 13F-HR — up to 45 days old at time of filing. Not a recommendation to buy or sell. Analyze any of these free →