FERG fund manager activity
Ferguson Enterprises Inc · NYSE. Reported by 17 tracked fund managers in their 13F filings, Q3 2024 to Q3 2026.
Q1 2026
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|---|---|---|---|---|
| Gavin Baker - Atreides Management | Trimmed | 146,355 | $34,138,767 | 0.83% | May 18, 2026 |
| Seth Klarman - Baupost Group | Added | 1,442,411 | $336,457,000 | 6.58% | May 14, 2026 |
| William Von Mueffling - Cantillon Capital Management | Trimmed | 1,749,302 | $408,042,185 | 2.71% | May 7, 2026 |
| Dan Sundheim - D1 Capital Partners | New | 349,347 | $81,488,681 | 0.73% | May 15, 2026 |
| Henry Ellenbogen - Durable Capital Partners | Added | 2,191,975 | $511,300,089 | 5.26% | May 15, 2026 |
| John Armitage - Egerton Capital | Trimmed | 634,258 | $147,947,021 | 1.64% | May 13, 2026 |
| First Eagle Investment Management | Added | 633,309 | $147,725,657 | 0.25% | May 14, 2026 |
| First Pacific Advisors | Trimmed | 816,993 | $190,571,787 | 2.72% | May 14, 2026 |
| Jeremy Grantham - GMO | Trimmed | 17,085 | $3,985,247 | 0.01% | May 14, 2026 |
| Francois Rochon - Giverny Capital | Added | 36,728 | $8,567,173 | 0.31% | May 15, 2026 |
| Joel Greenblatt - Gotham Asset Management | Added | 163,005 | $38,022,546 | 0.12% | May 15, 2026 |
| Thomas Gayner - Markel Group | Added | 170,700 | $39,817,482 | 0.33% | May 1, 2026 |
| Lee Ainslie - Maverick Capital | Sold out | — | — | 0.00% | May 15, 2026 |
| Ruane Cunniff LP | No change | 1,000 | $233,260 | 0.00% | May 15, 2026 |
| Wallace Weitz - Weitz Investment Management | New | 5,200 | $1,212,952 | 0.08% | May 14, 2026 |
Q4 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|---|---|---|---|---|
| Gavin Baker - Atreides Management | Trimmed | 177,917 | $39,609,662 | 0.84% | Feb 17, 2026 |
| Seth Klarman - Baupost Group | Trimmed | 1,137,035 | $253,138,000 | 4.80% | Feb 13, 2026 |
| William Von Mueffling - Cantillon Capital Management | Added | 1,984,854 | $441,888,046 | 2.39% | Feb 11, 2026 |
| Henry Ellenbogen - Durable Capital Partners | Added | 1,561,342 | $347,601,569 | 3.29% | Feb 17, 2026 |
| John Armitage - Egerton Capital | Trimmed | 1,008,314 | $224,480,946 | 2.44% | Feb 11, 2026 |
| First Eagle Investment Management | Added | 629,445 | $140,133,340 | 0.25% | Feb 4, 2026 |
| First Pacific Advisors | Trimmed | 887,120 | $197,499,526 | 2.65% | Feb 17, 2026 |
| Jeremy Grantham - GMO | Added | 19,190 | $4,272,270 | 0.01% | Feb 17, 2026 |
| Francois Rochon - Giverny Capital | Added | 36,374 | $8,097,944 | 0.27% | Feb 13, 2026 |
| Joel Greenblatt - Gotham Asset Management | Trimmed | 128,447 | $28,596,156 | 0.10% | Feb 17, 2026 |
| Thomas Gayner - Markel Group | Added | 163,500 | $36,400,005 | 0.29% | Feb 6, 2026 |
| Lee Ainslie - Maverick Capital | Added | 22,114 | $4,923,240 | 0.05% | Feb 13, 2026 |
| Ruane Cunniff LP | No change | 1,000 | $222,630 | 0.00% | Feb 13, 2026 |