Ferguson Enterprises Inc. (FERG)

Sector:Industrial Goods
Super Investor Stats:
Ownership count:11
Ownership rank:29
% of all portfolios:0.281%
Hold Price * :$222.63
History Portfolio Manager Activity ▲ Share change % change to portfolio
Q4  2025
≡ William Von Mueffling - Cantillon Capital Management Add 0.76% 14,963 0.02
≡ Francois Rochon - Giverny Capital Add 2.45% 871 0.01
≡ First Eagle Investment Management Add 5.04% 30,216 0.01
≡ Thomas Gayner - Markel Group Add 11.22% 16,500 0.03
≡ Henry Ellenbogen - Durable Capital Partners Add 43.38% 472,372 1.00
≡ Lee Ainslie - Maverick Capital Add 50.09% 7,380 0.02
≡ John Armitage - Egerton Capital Reduce 61.22% 1,591,910 3.85
≡ First Pacific Advisors Reduce 3.19% 29,265 0.09
≡ Seth Klarman - Baupost Group Reduce 1.60% 18,465 0.08
Q3  2025
≡ Seth Klarman - Baupost Group Add 2.08% 23,500 0.11
≡ Thomas Gayner - Markel Group Add 9.29% 12,500 0.02
≡ John Armitage - Egerton Capital Add 16.43% 366,898 0.87
≡ Lee Ainslie - Maverick Capital Buy 14,734 0.04
≡ Henry Ellenbogen - Durable Capital Partners Buy 1,088,970 1.81
≡ First Pacific Advisors Reduce 27.05% 339,766 1.07
≡ William Von Mueffling - Cantillon Capital Management Reduce 1.09% 21,670 0.03
≡ Francois Rochon - Giverny Capital Reduce 0.49% 176 0.00
≡ First Eagle Investment Management Reduce 0.13% 771 0.00
Q2  2025
≡ First Pacific Advisors Add 0.36% 4,520 0.01
≡ Francois Rochon - Giverny Capital Add 3.76% 1,293 0.01
≡ Nelson Peltz - Trian Fund Management Add 7.69% 77,592 0.45
≡ Thomas Gayner - Markel Group Add 9.35% 11,500 0.02
≡ Ruane Cunniff LP Buy 1,000 0.00
≡ First Eagle Investment Management Buy 600,000 0.26
≡ John Armitage - Egerton Capital Buy 2,233,326 4.99
≡ 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
≡ Francois Rochon - Giverny Capital Add 2.01% 678 0.00
≡ First Pacific Advisors Add 13.50% 148,891 0.39
≡ Thomas Gayner - Markel Group Add 16.04% 17,000 0.02
≡ Henry Ellenbogen - Durable Capital Partners Buy 730,754 1.05
≡ Nelson Peltz - Trian Fund Management Reduce 18.47% 228,509 0.98
≡ William Von Mueffling - Cantillon Capital Management Reduce 2.95% 62,262 0.06
≡ Polen Capital Management Sell 100.00% 1,238 0.00
≡ Daniel Loeb - Third Point Sell 100.00% 1,200,000 2.84
Q4  2024
≡ First Pacific Advisors Add 0.38% 4,183 0.01
≡ Daniel Loeb - Third Point Add 24.35% 235,000 0.56
≡ William Von Mueffling - Cantillon Capital Management Add 24.46% 415,002 0.44
≡ Thomas Gayner - Markel Group Add 25.44% 21,500 0.03
≡ Polen Capital Management Buy 1,238 0.00
≡ Francois Rochon - Giverny Capital Buy 33,708 0.21
≡ Seth Klarman - Baupost Group Buy 1,132,000 5.74
≡ 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
≡ Nelson Peltz - Trian Fund Management Reduce 34.96% 683,053 3.49
≡ William Von Mueffling - Cantillon Capital Management Reduce 2.88% 50,239 0.06
≡ First Pacific Advisors Reduce 0.52% 5,732 0.02
≡ Francois Rochon - Giverny Capital Sell 100.00% 29,765 0.24
≡ Viking Global Investors Sell 100.00% 1,673,699 1.25
Q2  2024
≡ First Pacific Advisors Add 1.44% 15,700 0.04
≡ Francois Rochon - Giverny Capital Add 2.96% 855 0.01
≡ Thomas Gayner - Markel Group Add 22.61% 13,000 0.02
≡ Viking Global Investors Add 91.19% 798,278 0.60
≡ Nelson Peltz - Trian Fund Management Reduce 21.65% 539,824 2.55
≡ Daniel Loeb - Third Point Reduce 11.47% 125,000 0.28
≡ William Von Mueffling - Cantillon Capital Management Reduce 4.83% 88,693 0.11
≡ Bill Nygren - Oakmark Funds Sell 100.00% 42,040 0.01
≡ Christopher Davis - Davis Advisors Sell 100.00% 99,207 0.12
Q1  2024
≡ Francois Rochon - Giverny Capital Add 7.20% 1,942 0.02
≡ Thomas Gayner - Markel Group Add 49.35% 19,000 0.04
≡ Viking Global Investors Buy 875,421 0.71
≡ Christopher Davis - Davis Advisors Reduce 51.88% 106,963 0.13
≡ Nelson Peltz - Trian Fund Management Reduce 40.49% 1,696,565 4.62
≡ William Von Mueffling - Cantillon Capital Management Reduce 1.99% 37,260 0.05
≡ Chris Hohn - TCI Fund Management Sell 100.00% 436,695 0.23
Q4  2023
≡ Francois Rochon - Giverny Capital Add 2.99% 783 0.01
≡ William Von Mueffling - Cantillon Capital Management Add 58.42% 690,643 0.89
≡ Thomas Gayner - Markel Group Add 541.67% 32,500 0.07
≡ Nelson Peltz - Trian Fund Management Reduce 22.62% 1,224,966 3.38
≡ Daniel Loeb - Third Point Reduce 14.51% 185,000 0.54
≡ Christopher Davis - Davis Advisors Reduce 13.30% 31,630 0.03
≡ Chris Hohn - TCI Fund Management Reduce 11.00% 53,974 0.03
Q3  2023
≡ Thomas Gayner - Markel Group Buy 6,000 0.01
≡ Francois Rochon - Giverny Capital Buy 26,185 0.23
≡ Nelson Peltz - Trian Fund Management Reduce 1.45% 79,482 0.20
≡ Christopher Davis - Davis Advisors Reduce 0.46% 1,106 0.00
≡ William Von Mueffling - Cantillon Capital Management Reduce 0.38% 4,478 0.01
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
≡ Nelson Peltz - Trian Fund Management Reduce 6.30% 369,300 1.50
≡ Christopher Davis - Davis Advisors Reduce 0.48% 1,148 0.00
≡ Lee Ainslie - Maverick Capital Sell 100.00% 179,527 0.62
Q1  2023
≡ Daniel Loeb - Third Point Add 37.84% 350,000 0.77
≡ William Von Mueffling - Cantillon Capital Management Buy 1,038,171 1.13
≡ Nelson Peltz - Trian Fund Management Reduce 47.73% 5,354,181 19.09
≡ Lee Ainslie - Maverick Capital Reduce 37.95% 109,817 0.38
≡ Christopher Davis - Davis Advisors Reduce 0.22% 522 0.00
Q4  2022
≡ Lee Ainslie - Maverick Capital Add 6.32% 17,205 0.05
≡ Christopher Davis - Davis Advisors Add 78.17% 105,550 0.09
Q3  2022
≡ Lee Ainslie - Maverick Capital Add 0.15% 396 0.00
≡ Christopher Davis - Davis Advisors Add 31.33% 32,215 0.02
≡ Daniel Loeb - Third Point Buy 925,000 1.73
≡ Nelson Peltz - Trian Fund Management Reduce 12.54% 1,608,430 4.36
Q2  2022
≡ Christopher Davis - Davis Advisors Add 0.33% 342 0.00
≡ Nelson Peltz - Trian Fund Management Add 12.49% 1,423,880 3.46
≡ Lee Ainslie - Maverick Capital Buy 271,743 0.75
Q1  2022
≡ Nelson Peltz - Trian Fund Management Add 0.09% 10,750 0.02
≡ Christopher Davis - Davis Advisors Reduce 4.05% 4,326 0.00
Q4  2021
≡ Nelson Peltz - Trian Fund Management Reduce 10.50% 1,336,950 3.18
≡ Christopher Davis - Davis Advisors Reduce 2.01% 2,190 0.00

* "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.