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FERG - Ferguson Plc New

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 Q4 2023 it was held by 9 managers with an aggregate reported value of $1.74B, which is 0.15% of the combined portfolio.

As of Q4 2023, 9 tracked institutional managers held FERG (Ferguson Plc New) with an aggregate reported value of $1.74B0.15% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q4 2023
Ticker
FERG

13F data is delayed and excludes shorts/non-13F assets.

Holders

1Nelson Peltz - Trian Fund Management11.55%Reduce -22.6%4,190,252$809.01M
2William Von Mueffling - Cantillon Capital Management2.42%Add +58.4%1,872,863$361.59M
3Daniel Loeb - Third Point3.17%Reduce -14.5%1,090,000$210.45M
4First Pacific Advisors - First Pacific Advisors3.14%Add +1.3%1,087,676$210M
5Chris Hohn - TCI Fund Management 0.23%Reduce -11.0%436,695$84.31M
6Christopher Davis - Davis Advisors 0.22%Reduce -13.3%206,170$39.81M
7Bill Nygren - Oakmark Funds0.02%Reduce -41.1%59,985$11.58M
8Thomas Gayner - Markel Asset Management0.08%Add +541.7%38,500$7.43M
9Francois Rochon - Giverny Capital0.24%Add +3.0%26,968$5.21M
Loading holder history for FERG