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FERG
Not investment advice · 13F data lagged ~45 days · Full disclaimer
FE

FERGUSON ENTERPRISES INC

FERG
Ownership as of Q2 2026
Funds owning
11
Combined value
2.1B
Avg portfolio %
2.5%
Buys / Sells this quarter
+1 buys
Q2-2026
InvestorWeightQ/Q changeValue
BG
Baupost Group – Seth Klarmanas of Q1-2026
Core
6.58%
Added 26.86%
1.4M shares · $233.26
$336.5M
TF
Trian Fund Management – Nelson Peltzas of Q1-2026
Core
6.57%
1.1M shares · $233.26
$253.4M
DC
Durable Capital Partnersas of Q1-2026
Core
5.26%
Added 40.39%
2.2M shares · $233.26
$511.3M
FP
First Pacific Advisorsas of Q1-2026
Trial
2.72%
Reduced 7.91%
817.0K shares · $233.26
$190.6M
CC
Cantillon Capital Management – William von Muefflingas of Q1-2026
Trial
2.71%
Reduced 11.87%
1.7M shares · $233.26
$408.0M
EC
Egerton Capital
Trial
2.31%
Added 58.61%
1.0M shares · $237.33
$238.8M
MG
Markel Group – Tom Gayneras of Q1-2026
Trial
0.33%
Added 4.40%
170.7K shares · $233.26
$39.8M
GC
Giverny Capitalas of Q1-2026
Trial
0.31%
Added 0.97%
36.7K shares · $233.26
$8.6M
FE
First Eagle Investment Managementas of Q1-2026
Trial
0.25%
Added 0.61%
633.3K shares · $233.26
$147.7M
WI
Weitz Investment Managementas of Q1-2026
Trial
0.08%
Buy
5.2K shares · $233.26
$1.2M
RC
Ruane Cunniff & Goldfarbas of Q1-2026
Trial
0.00%
1.0K shares · $233.26
$233,260
11 funds$2.1B