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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 Q2 2024 it was held by 7 managers with an aggregate reported value of $1.46B, which is 0.13% of the combined portfolio.

As of Q2 2024, 7 tracked institutional managers held FERG (Ferguson Plc New) with an aggregate reported value of $1.46B0.13% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q2 2024
Ticker
FERG

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

Holders

1Nelson Peltz - Trian Fund Management9.23%Reduce -21.6%1,953,863$378.37M
2William Von Mueffling - Cantillon Capital Management2.26%Reduce -4.8%1,746,910$338.29M
3Viking Global Investors - Viking Global Investors1.25%Add +91.2%1,673,699$324.11M
4First Pacific Advisors - First Pacific Advisors2.89%Add +1.4%1,104,289$213.85M
5Daniel Loeb - Third Point2.14%Reduce -11.5%965,000$186.87M
6Thomas Gayner - Markel Asset Management0.13%Add +22.6%70,500$13.65M
7Francois Rochon - Giverny Capital0.24%Add +3.0%29,765$5.76M
Loading holder history for FERG