Nelson Peltz - Trian Fund Management
Holding/activity history for Ferguson Enterprises Inc. (FERG)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price |
| 2024 Q3 | 1,270,810 | 6.49 | Reduce 34.96% | 3.49 | $198.57 |
| 2024 Q2 | 1,953,863 | 9.23 | Reduce 21.65% | 2.55 | $193.65 |
| 2024 Q1 | 2,493,687 | 6.79 | Reduce 40.49% | 4.62 | $218.43 |
| 2023 Q4 | 4,190,252 | 11.55 | Reduce 22.62% | 3.38 | $193.07 |
| 2023 Q3 | 5,415,218 | 13.55 | Reduce 1.45% | 0.20 | $164.47 |
| 2023 Q2 | 5,494,700 | 22.27 | Reduce 6.30% | 1.50 | $157.31 |
| 2023 Q1 | 5,864,000 | 20.91 | Reduce 47.73% | 19.09 | $133.75 |
| 2022 Q4 | 11,218,181 | 29.23 | $126.97 | ||
| 2022 Q3 | 11,218,181 | 30.40 | Reduce 12.54% | 4.36 | $102.93 |
| 2022 Q2 | 12,826,611 | 31.21 | Add 12.49% | 3.46 | $110.71 |
| 2022 Q1 | 11,402,731 | 26.09 | Add 0.09% | 0.02 | $136.67 |
| 2021 Q4 | 11,391,981 | 27.11 | Reduce 10.50% | 3.18 | $177.50 |
| 2021 Q3 | 12,728,931 | 22.05 | Reduce 2.96% | 0.67 | $139.35 |
| 2021 Q2 | 13,117,373 | 21.29 | Reduce 0.72% | 0.15 | $138.84 |
| 2021 Q1 | 13,212,239 | 18.68 | Buy | 18.68 | $119.59 |