FERG - FERGUSON ENTERPRISES INC
This page shows which of the focused investors we track hold FERG and how their positions changed, so you can see how much conviction the group has in the stock.
In Q2 2026 it was held by 11 managers with an aggregate reported value of $1.96B, which is 0.17% of the combined portfolio.
As of Q2 2026, 11 tracked institutional managers held FERG (FERGUSON ENTERPRISES INC) with an aggregate reported value of $1.96B — 0.17% of the combined AlphaBaseline portfolio.
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- Source
- Curated SEC 13F filings
- Period
- Q2 2026
- Ticker
- FERG
13F data is delayed and excludes shorts/non-13F assets.
Holders
| 1 | Henry Ellenbogen - Durable Capital Partners | 6.88% | Add +35.9% | 2,979,735 | $707.18M |
| 2 | Seth Klarman - Baupost Group | 6.36% | Add +0.6% | 1,450,594 | $344.27M |
| 3 | Nelson Peltz - Trian Fund Management | 6.09% | - | 1,086,357 | $257.83M |
| 4 | John Armitage - Egerton Capital | 2.31% | Add +58.6% | 1,006,024 | $238.76M |
| 5 | First Pacific Advisors - First Pacific Advisors | 2.31% | Reduce -3.7% | 786,822 | $186.74M |
| 6 | First Eagle - First Eagle Investment Management | 0.26% | Add +4.1% | 659,054 | $156.41M |
| 7 | Thomas Gayner - Markel Asset Management | 0.33% | Add +5.6% | 180,200 | $42.77M |
| 8 | William Von Mueffling - Cantillon Capital Management | 2.87% | Reduce -95.4% | 80,548 | $19.12M |
| 9 | Francois Rochon - Giverny Capital | 0.30% | Add +1.8% | 37,380 | $8.87M |
| 10 | Wallace Weitz - Weitz Investment Management | 0.09% | - | 5,200 | $1.23M |
| 11 | Ruane Cunniff LP - Ruane Cunniff LP | 0.00% | - | 1,000 | $237.33K |
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