FERG
Ferguson Enterprises Inc
11 super-investors hold FERG worth a combined $2.15B. The largest position: Seth Klarman at 6.6% of their portfolio. This quarter the cohort logged 3 buys and 1 sell on the name. Cohort Conviction Score: 35 — ranked #203 of 724 scored stocks. Conviction rising: 1 more super-investor hold it than in 2025Q4.
Why super-investors own FERG
Breadth is rising: the cohort has grown from 4 owners two years ago to 11 today, with Wallace Weitz initiating a new position in 2026Q1 and both Seth Klarman (6.6% of his portfolio, $336M) and Henry Ellenbogen (5.3%, $511M) adding to existing stakes in the same quarter. Nelson Peltz mirrors Klarman's 6.6% concentration at $253M, and William Von Mueffling holds $408M at 2.7%—making this a position where multiple high-conviction managers overlap. John Armitage was the lone trimmer. With no exits and three buyers against one seller, the directional signal from the cohort in Q1 2026 is clearly accumulative, and the sustained owner-count expansion over eight quarters suggests interest is still building rather than plateauing.
AI-synthesized from 13F filings. Not investment advice.
In the news
all news →- Wells Fargo Remains a Buy on Ferguson PLC (FERG)The Globe and Mail ·
- Ferguson Enterprises (NYSE: FERG) officer acquires shares through dividend reinvestmentStock Titan ·
- Ferguson Enterprises (NYSE: FERG) director adds shares through reinvestmentStock Titan ·
- Ferguson directors and chief digital officer buy stock with dividendsStock Titan ·
- Ferguson strikes $1.6 billion cash deal for FloWorks distributorStock Titan ·
- Ferguson Enterprises to buy FloWorks for USD1.6 billionmarketscreener.com ·
Headlines via Google News. Links open in a new tab.
Cohort owners over time
2021Q1 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (11) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Henry Ellenbogen | 5.3% | 4q | $511M | 2,191,975 |
| 2 | William Von Mueffling | 2.7% | 7q | $408M | 1,749,302 |
| 3 | Seth Klarman | 6.6% | 6q | $336M | 1,442,411 |
| 4 | Nelson Peltz | 6.6% | 21q | $253M | 1,086,357 |
| 5 | First Pacific Advisors | 2.7% | 7q | $191M | 816,993 |
| 6 | John Armitage | 1.6% | 4q | $148M | 634,258 |
| 7 | First Eagle Investment Management | 0.2% | 4q | $148M | 633,309 |
| 8 | Joel Greenblatt | 0.1% | 7q | $102M | 439,269 |
| 9 | Thomas Gayner | 0.3% | 7q | $40M | 170,700 |
| 10 | Francois Rochon | 0.3% | 6q | $9M | 36,728 |
| 11 | Wallace Weitz | 0.1% | — 1q | $1M | 5,200 |
- 1Henry Ellenbogenport5.3%val$511M2,191,975 sh·4q held
- 2William Von Muefflingport2.7%val$408M1,749,302 sh·7q held
- 3Seth Klarmanport6.6%val$336M1,442,411 sh·6q held
- 4Nelson Peltzport6.6%val$253M1,086,357 sh·21q held
- 5First Pacific Advisorsport2.7%val$191M816,993 sh·7q held
- 6John Armitageport1.6%val$148M634,258 sh·4q held
- 7First Eagle Investment Managementport0.2%val$148M633,309 sh·4q held
- 8Joel Greenblattport0.1%val$102M439,269 sh·7q held
- 9Thomas Gaynerport0.3%val$40M170,700 sh·7q held
- 10Francois Rochonport0.3%val$9M36,728 sh·6q held
- 11Wallace Weitzport0.1%val$1M5,200 sh·—1q held
Owners of FERG also hold
Recent activity (4)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Henry Ellenbogen | ADD | 5.3% | +40% | $511M | May 15, 2026 |
| Seth Klarman | ADD | 6.6% | +27% | $336M | May 14, 2026 |
| Wallace Weitz | NEW | 0.1% | +100% | $1M | May 14, 2026 |
| John Armitage | TRIM | 1.6% | -37% | $148M | May 13, 2026 |
Long US equity 13F-HR filings only. CUSIP 31488V107. Not investment advice.