Ferguson Enterprises Inc. (FERG)

Sector:Industrial Goods
Super Investor Stats:
Ownership count:5
Ownership rank:93
% of all portfolios:0.171%
Hold Price * :$198.57
History Portfolio Manager Activity Share change % change to portfolio
Q3  2024
Thomas Gayner - Markel Group Add 19.86% 14,000 0.02
Q2  2024
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
Steven Romick - FPA Crescent Fund Add 16.74% 100,260 0.23
Christopher Davis - Davis Advisors Add 78.17% 105,550 0.09
Q3  2022
Lee Ainslie - Maverick Capital Add 0.15% 396 0.00
Steven Romick - FPA Crescent Fund Add 30.04% 138,350 0.28
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
Steven Romick - FPA Crescent Fund Buy 460,486 0.90
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.