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
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
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
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
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
Q3  2024
≡ Thomas Gayner - Markel Group Add 19.86% 14,000 0.02
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
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
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
Q3  2023
≡ Thomas Gayner - Markel Group Buy 6,000 0.01
≡ Francois Rochon - Giverny Capital Buy 26,185 0.23
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
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
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
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
Q1  2021
≡ Christopher Davis - Davis Advisors Buy 145,011 0.08
≡ Nelson Peltz - Trian Fund Management Buy 13,212,239 18.68

* "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.