Ferguson Enterprises Inc. (FERG)

Sector:Industrial Goods
Super Investor Stats:
Ownership count:11
Ownership rank:34
% of all portfolios:0.339%
Hold Price * :$237.33
History Portfolio Manager Activity ▼ Share change % change to portfolio
Q2  2026
≡ John Armitage - Egerton Capital Add 58.61% 371,766 0.85
≡ Henry Ellenbogen - Durable Capital Partners Add 35.94% 787,760 1.82
≡ Thomas Gayner - Markel Group Add 5.57% 9,500 0.02
≡ First Eagle Investment Management Add 4.07% 25,745 0.01
≡ Francois Rochon - Giverny Capital Add 1.78% 652 0.01
≡ Seth Klarman - Baupost Group Add 0.57% 8,183 0.04
≡ First Pacific Advisors Reduce 3.69% 30,171 0.09
≡ William Von Mueffling - Cantillon Capital Management Reduce 95.40% 1,668,754 59.46
Q1  2026
≡ Henry Ellenbogen - Durable Capital Partners Add 40.39% 630,633 1.51
≡ Seth Klarman - Baupost Group Add 26.86% 305,376 1.39
≡ Thomas Gayner - Markel Group Add 4.40% 7,200 0.01
≡ Francois Rochon - Giverny Capital Add 0.97% 354 0.00
≡ First Eagle Investment Management Add 0.61% 3,864 0.00
≡ Wallace Weitz - Weitz Investment Management Buy 5,200 0.08
≡ First Pacific Advisors Reduce 7.91% 70,127 0.23
≡ William Von Mueffling - Cantillon Capital Management Reduce 11.87% 235,552 0.36
≡ John Armitage - Egerton Capital Reduce 37.10% 374,056 0.97
≡ Lee Ainslie - Maverick Capital Sell 100.00% 22,114 0.05
Q4  2025
≡ Lee Ainslie - Maverick Capital Add 50.09% 7,380 0.02
≡ Henry Ellenbogen - Durable Capital Partners Add 43.38% 472,372 1.00
≡ Thomas Gayner - Markel Group Add 11.22% 16,500 0.03
≡ First Eagle Investment Management Add 5.04% 30,216 0.01
≡ Francois Rochon - Giverny Capital Add 2.45% 871 0.01
≡ William Von Mueffling - Cantillon Capital Management Add 0.76% 14,963 0.02
≡ Seth Klarman - Baupost Group Reduce 1.60% 18,465 0.08
≡ First Pacific Advisors Reduce 3.19% 29,265 0.09
≡ John Armitage - Egerton Capital Reduce 61.22% 1,591,910 3.85
Q3  2025
≡ John Armitage - Egerton Capital Add 16.43% 366,898 0.87
≡ Thomas Gayner - Markel Group Add 9.29% 12,500 0.02
≡ Seth Klarman - Baupost Group Add 2.08% 23,500 0.11
≡ Henry Ellenbogen - Durable Capital Partners Buy 1,088,970 1.81
≡ Lee Ainslie - Maverick Capital Buy 14,734 0.04
≡ First Eagle Investment Management Reduce 0.13% 771 0.00
≡ Francois Rochon - Giverny Capital Reduce 0.49% 176 0.00
≡ William Von Mueffling - Cantillon Capital Management Reduce 1.09% 21,670 0.03
≡ First Pacific Advisors Reduce 27.05% 339,766 1.07
Q2  2025
≡ Thomas Gayner - Markel Group Add 9.35% 11,500 0.02
≡ Nelson Peltz - Trian Fund Management Add 7.69% 77,592 0.45
≡ Francois Rochon - Giverny Capital Add 3.76% 1,293 0.01
≡ First Pacific Advisors Add 0.36% 4,520 0.01
≡ John Armitage - Egerton Capital Buy 2,233,326 4.99
≡ First Eagle Investment Management Buy 600,000 0.26
≡ Ruane Cunniff LP Buy 1,000 0.00
≡ William Von Mueffling - Cantillon Capital Management Reduce 2.82% 57,850 0.07
≡ Henry Ellenbogen - Durable Capital Partners Sell 100.00% 730,754 1.05
Q1  2025
≡ Thomas Gayner - Markel Group Add 16.04% 17,000 0.02
≡ First Pacific Advisors Add 13.50% 148,891 0.39
≡ Francois Rochon - Giverny Capital Add 2.01% 678 0.00
≡ Henry Ellenbogen - Durable Capital Partners Buy 730,754 1.05
≡ William Von Mueffling - Cantillon Capital Management Reduce 2.95% 62,262 0.06
≡ Nelson Peltz - Trian Fund Management Reduce 18.47% 228,509 0.98
≡ Daniel Loeb - Third Point Sell 100.00% 1,200,000 2.84
≡ Polen Capital Management Sell 100.00% 1,238 0.00
Q4  2024
≡ Thomas Gayner - Markel Group Add 25.44% 21,500 0.03
≡ William Von Mueffling - Cantillon Capital Management Add 24.46% 415,002 0.44
≡ Daniel Loeb - Third Point Add 24.35% 235,000 0.56
≡ First Pacific Advisors Add 0.38% 4,183 0.01
≡ Seth Klarman - Baupost Group Buy 1,132,000 5.74
≡ Francois Rochon - Giverny Capital Buy 33,708 0.21
≡ Polen Capital Management Buy 1,238 0.00
≡ Nelson Peltz - Trian Fund Management Reduce 2.64% 33,536 0.15
Q3  2024
≡ Thomas Gayner - Markel Group Add 19.86% 14,000 0.02
≡ First Pacific Advisors Reduce 0.52% 5,732 0.02
≡ William Von Mueffling - Cantillon Capital Management Reduce 2.88% 50,239 0.06
≡ Nelson Peltz - Trian Fund Management Reduce 34.96% 683,053 3.49
≡ Viking Global Investors Sell 100.00% 1,673,699 1.25
≡ Francois Rochon - Giverny Capital Sell 100.00% 29,765 0.24
Q2  2024
≡ Viking Global Investors Add 91.19% 798,278 0.60
≡ Thomas Gayner - Markel Group Add 22.61% 13,000 0.02
≡ Francois Rochon - Giverny Capital Add 2.96% 855 0.01
≡ First Pacific Advisors Add 1.44% 15,700 0.04
≡ William Von Mueffling - Cantillon Capital Management Reduce 4.83% 88,693 0.11
≡ Daniel Loeb - Third Point Reduce 11.47% 125,000 0.28
≡ Nelson Peltz - Trian Fund Management Reduce 21.65% 539,824 2.55
≡ Christopher Davis - Davis Advisors Sell 100.00% 99,207 0.12
≡ Bill Nygren - Oakmark Funds Sell 100.00% 42,040 0.01
Q1  2024
≡ Thomas Gayner - Markel Group Add 49.35% 19,000 0.04
≡ Francois Rochon - Giverny Capital Add 7.20% 1,942 0.02
≡ Viking Global Investors Buy 875,421 0.71
≡ William Von Mueffling - Cantillon Capital Management Reduce 1.99% 37,260 0.05
≡ Nelson Peltz - Trian Fund Management Reduce 40.49% 1,696,565 4.62
≡ Christopher Davis - Davis Advisors Reduce 51.88% 106,963 0.13
≡ Chris Hohn - TCI Fund Management Sell 100.00% 436,695 0.23
Q4  2023
≡ Thomas Gayner - Markel Group Add 541.67% 32,500 0.07
≡ William Von Mueffling - Cantillon Capital Management Add 58.42% 690,643 0.89
≡ Francois Rochon - Giverny Capital Add 2.99% 783 0.01
≡ Chris Hohn - TCI Fund Management Reduce 11.00% 53,974 0.03
≡ Christopher Davis - Davis Advisors Reduce 13.30% 31,630 0.03
≡ Daniel Loeb - Third Point Reduce 14.51% 185,000 0.54
≡ Nelson Peltz - Trian Fund Management Reduce 22.62% 1,224,966 3.38
Q3  2023
≡ Francois Rochon - Giverny Capital Buy 26,185 0.23
≡ Thomas Gayner - Markel Group Buy 6,000 0.01
≡ William Von Mueffling - Cantillon Capital Management Reduce 0.38% 4,478 0.01
≡ Christopher Davis - Davis Advisors Reduce 0.46% 1,106 0.00
≡ Nelson Peltz - Trian Fund Management Reduce 1.45% 79,482 0.20
Q2  2023
≡ William Von Mueffling - Cantillon Capital Management Add 14.31% 148,527 0.16
≡ Chris Hohn - TCI Fund Management Buy 490,669 0.23
≡ Christopher Davis - Davis Advisors Reduce 0.48% 1,148 0.00
≡ Nelson Peltz - Trian Fund Management Reduce 6.30% 369,300 1.50
≡ Lee Ainslie - Maverick Capital Sell 100.00% 179,527 0.62

* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.