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FERG

Ferguson Enterprises Inc. · XNYS · FERG + FERG

Season
Q2 2026 · as of Jun 30
Holders
13 of 97 filed · prev 13
Median weight
0.87%
Sector
Consumer Discretionary
Classes
FERG · FERG · US

Moves7 this quarter

Streakslongest holders · 22 quarters on record

  1. Trian Nelson Peltz, CEO 6.1%22+ quarters
  2. FPA Steven Romick, CEO 2.3%17 quarters
  3. Cantillon William von Mueffling, CEO 2.9%14 quarters
  4. Markel Tom Gayner, CEO 0.3%12 quarters
  5. Baupost Seth Klarman, portfolio manager 6.4%7 quarters

The record for FERG begins Q1 2021: 22 quarters.

Over time22 quarters, Q1 2021 to Q2 2026

Managers holding13 Q2 2026

Largest weight6.9% Q2 2026

Holders13 of 97 filed

DurableFERGHenry Ellenbogen, CIO6.88%2,979,735$707.2Madded+36%+1.62 pp4 q
BaupostFERGSeth Klarman, portfolio manager6.36%1,450,594$344.3Madded+1%+0.22 pp7 q
TrianFERGNelson Peltz, CEO6.09%1,086,357$257.8Mheld—22+ q
CantillonFERGWilliam von Mueffling, CEO2.87%80,548$19.1Mtrimmed−95%−0.16 pp14 q
FPAFERGSteven Romick, CEO2.34%786,822$186.7Mtrimmed−4%−0.38 pp17 q
EgertonFERGJohn Armitage, CIO2.31%1,006,024$238.8Madded+59%+0.67 pp5 q
D1FERGDaniel Sundheim, founder0.87%1,282,038$304.3Madded×3.7+0.14 pp2 q
MarkelFERGTom Gayner, CEO0.33%180,200$42.8Mheld+6%—12 q
AtreidesFERGGavin Baker, founder0.31%147,759$35.1Madded+1%+0.52 pp7 q
GivernyFERGFrançois Rochon, CEO0.30%37,380$8.9Mheld+2%—7 q
First EagleFERGKimball Brooker, portfolio manager0.26%1,318,108$312.8Mheld×2.1—5 q
WeitzFERGBrad Hinton, CIO0.09%5,200$1.2Mheld—2 q
SequoiaFERG—1,000$237Kheld—5 q