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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 Q1 2024 it was held by 9 managers with an aggregate reported value of $1.66B, which is 0.14% of the combined portfolio.

As of Q1 2024, 9 tracked institutional managers held FERG (Ferguson Plc New) with an aggregate reported value of $1.66B0.14% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q1 2024
Ticker
FERG

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

Holders

1Nelson Peltz - Trian Fund Management6.79%Reduce -40.5%2,493,687$544.7M
2William Von Mueffling - Cantillon Capital Management2.52%Reduce -2.0%1,835,603$400.95M
3Daniel Loeb - Third Point3.04%-1,090,000$238.09M
4First Pacific Advisors - First Pacific Advisors3.33%Add +0.1%1,088,589$237.78M
5Viking Global Investors - Viking Global Investors0.71%New875,421$191.22M
6Christopher Davis - Davis Advisors 0.12%Reduce -51.9%99,207$21.67M
7Thomas Gayner - Markel Asset Management0.12%Add +49.4%57,500$12.56M
8Bill Nygren - Oakmark Funds0.01%Reduce -29.9%42,040$9.18M
9Francois Rochon - Giverny Capital0.26%Add +7.2%28,910$6.31M
Loading holder history for FERG