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 Q3 2025 it was held by 11 managers with an aggregate reported value of $2.16B, which is 0.19% of the combined portfolio.
As of Q3 2025, 11 tracked institutional managers held FERG (FERGUSON ENTERPRISES INC) with an aggregate reported value of $2.16B — 0.19% of the combined AlphaBaseline portfolio.
Get email alerts when a tracked manager trades FERG — sign in or create a free account.
- Source
- Curated SEC 13F filings
- Period
- Q3 2025
- Ticker
- FERG
13F data is delayed and excludes shorts/non-13F assets.
Holders
| 1 | John Armitage - Egerton Capital | 6.16% | Add +16.4% | 2,600,224 | $583.96M |
| 2 | William Von Mueffling - Cantillon Capital Management | 2.44% | Reduce -1.1% | 1,969,891 | $442.4M |
| 3 | Seth Klarman - Baupost Group | 5.42% | Add +2.1% | 1,155,500 | $259.5M |
| 4 | Henry Ellenbogen - Durable Capital Partners | 1.81% | New | 1,088,970 | $244.56M |
| 5 | Nelson Peltz - Trian Fund Management | 5.94% | - | 1,086,357 | $243.97M |
| 6 | First Pacific Advisors - First Pacific Advisors | 2.85% | Reduce -27.1% | 916,385 | $205.8M |
| 7 | First Eagle - First Eagle Investment Management | 0.25% | Reduce -0.1% | 599,229 | $134.57M |
| 8 | Thomas Gayner - Markel Asset Management | 0.27% | Add +9.3% | 147,000 | $33.01M |
| 9 | Francois Rochon - Giverny Capital | 0.25% | Reduce -0.5% | 35,503 | $7.97M |
| 10 | Lee Ainslie - Maverick Capital | 0.04% | New | 14,734 | $3.31M |
| 11 | Ruane Cunniff LP - Ruane Cunniff LP | 0.00% | - | 1,000 | $224.58K |
Loading holder history for FERG…