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
≡ 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
≡ 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
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
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
≡ Christopher Davis - Davis Advisors Reduce 0.22% 522 0.00
≡ Lee Ainslie - Maverick Capital Reduce 37.95% 109,817 0.38
≡ Nelson Peltz - Trian Fund Management Reduce 47.73% 5,354,181 19.09
Q4  2022
≡ Christopher Davis - Davis Advisors Add 78.17% 105,550 0.09
≡ Steven Romick - FPA Crescent Fund Add 16.74% 100,260 0.23
≡ Lee Ainslie - Maverick Capital Add 6.32% 17,205 0.05
Q3  2022
≡ Christopher Davis - Davis Advisors Add 31.33% 32,215 0.02
≡ Steven Romick - FPA Crescent Fund Add 30.04% 138,350 0.28
≡ Lee Ainslie - Maverick Capital Add 0.15% 396 0.00
≡ Daniel Loeb - Third Point Buy 925,000 1.73
≡ Nelson Peltz - Trian Fund Management Reduce 12.54% 1,608,430 4.36
Q2  2022
≡ Nelson Peltz - Trian Fund Management Add 12.49% 1,423,880 3.46
≡ Christopher Davis - Davis Advisors Add 0.33% 342 0.00
≡ Steven Romick - FPA Crescent Fund Buy 460,486 0.90
≡ 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
≡ Christopher Davis - Davis Advisors Reduce 2.01% 2,190 0.00
≡ Nelson Peltz - Trian Fund Management Reduce 10.50% 1,336,950 3.18
Q3  2021
≡ Nelson Peltz - Trian Fund Management Reduce 2.96% 388,442 0.67
≡ Christopher Davis - Davis Advisors Reduce 19.74% 26,812 0.02
Q2  2021
≡ Nelson Peltz - Trian Fund Management Reduce 0.72% 94,866 0.15
≡ Christopher Davis - Davis Advisors Reduce 6.35% 9,214 0.01
Q1  2021
≡ Nelson Peltz - Trian Fund Management Buy 13,212,239 18.68
≡ Christopher Davis - Davis Advisors Buy 145,011 0.08

* "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.