Investigate / reported ownership
FERG
Ferguson Enterprises Inc
11 tracked reported owners · snapshot updated 2026-10-04. Delayed disclosures, not live holdings or an investment recommendation.
Who reports owning FERG?
Select a manager to inspect their portfolio. Reports may cover different quarters; portfolio weights describe disclosed long 13F holdings, not total economic exposure.
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Henry Ellenbogen | 6.9% | 5q | $707M | 2,979,735 |
| 2 | Seth Klarman | 6.4% | 7q | $344M | 1,450,594 |
| 3 | Nelson Peltz | 6.1% | 22q | $258M | 1,086,357 |
| 4 | John Armitage | 2.3% | 5q | $239M | 1,006,024 |
| 5 | First Pacific Advisors | 2.3% | 8q | $187M | 786,822 |
Go beyond ownership.
Customers pay Ferguson for specialized water and air products, such as plumbing, HVAC, and pipes, valves and fittings, plus expertise and services delivered through branches, distribution centers and e-commerce.
Question to investigate: Can Ferguson keep converting its broad branch network and project services into steady sales and profit if construction demand weakens?
Company research reviewed 2026-10-02; a dated source-linked starting point, not the investors’ stated reasons.
Understand the business and investment case →Filing dates and original SEC sources
- Henry Ellenbogen · 2026Q2 · filed 2026-08-14 ↗
- Seth Klarman · 2026Q2 · filed 2026-08-13 ↗
- Nelson Peltz · 2026Q2 · filed 2026-08-12 ↗
- John Armitage · 2026Q2 · filed 2026-07-21 ↗
- First Pacific Advisors · 2026Q2 · filed 2026-08-14 ↗
- First Eagle Investment Management · 2026Q2 · filed 2026-08-24 ↗
- Joel Greenblatt · 2026Q2 · filed 2026-09-02 ↗
- Thomas Gayner · 2026Q2 · filed 2026-07-31 ↗
- William Von Mueffling · 2026Q2 · filed 2026-07-29 ↗
- Francois Rochon · 2026Q2 · filed 2026-08-26 ↗
- Wallace Weitz · 2026Q2 · filed 2026-08-12 ↗
Reported position changes
Net disclosed share changes—not individual trades or execution dates. NEW has no prior-position percentage comparison; EXIT weight refers to the previous report.
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Henry Ellenbogen | ADD | 6.9% | +36% | $707M | Aug 14, 2026 |
| William Von Mueffling | TRIM | 2.9% | -95% | $19M | Jul 29, 2026 |
| John Armitage | ADD | 2.3% | +59% | $239M | Jul 21, 2026 |
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Long US 13F disclosures omit shorts and can be amended. CUSIP 31488V107. No current price, valuation or manager motive is inferred.