FERG
Ferguson Enterprises Inc
11 of the 83 super-investors we track hold FERG, worth a combined $2.02B per their latest 13F filings. The largest position: Henry Ellenbogen at 6.9% of their portfolio. This quarter the cohort logged 2 buys and 1 sell on the name. Conviction score: 35 of 100 (how strongly the cohort backs it) — ranked #194 of 742 stocks.
Why super-investors own FERG
FERG is held by 11 super-investors in our cohort, with a combined position value of $2.0B. The highest-conviction owner is Henry Ellenbogen at 6.9% of their portfolio. This quarter the cohort registered 2 added, 1 trimmed.
AI-synthesized from 13F filings. Not investment advice.
In the news
all news →- Caisse de depot et placement du Quebec Sells 132,746 Shares of Ferguson plc $FERGMarketBeat ·
- Royal London Asset Management Ltd. Grows Position in Ferguson plc $FERGMarketBeat ·
- Wellington Management Group LLP Trims Stock Position in Ferguson plc $FERGMarketBeat ·
- Algert Global LLC Buys New Position in Ferguson plc $FERGMarketBeat ·
- Ferguson (NYSE: FERG) officer plans Aug 2026 sale of 5,177 sharesStock Titan ·
- Ieq Capital LLC Lowers Stake in Ferguson plc $FERGMarketBeat ·
Headlines via Google News. Links open in a new tab.
Cohort owners over time
2021Q1 → 2026Q2How 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 | 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 |
| 6 | First Eagle Investment Management | 0.3% | 5q | $156M | 659,054 |
| 7 | Joel Greenblatt | <0.1% | 8q | $60M | 252,495 |
| 8 | Thomas Gayner | 0.3% | 8q | $43M | 180,200 |
| 9 | William Von Mueffling | 2.9% | 8q | $19M | 80,548 |
| 10 | Francois Rochon | 0.3% | 7q | $9M | 37,380 |
| 11 | Wallace Weitz | 0.1% | 2q | $1M | 5,200 |
- 1Henry Ellenbogenport6.9%val$707M2,979,735 sh·5q held
- 2Seth Klarmanport6.4%val$344M1,450,594 sh·7q held
- 3Nelson Peltzport6.1%val$258M1,086,357 sh·22q held
- 4John Armitageport2.3%val$239M1,006,024 sh·5q held
- 5First Pacific Advisorsport2.3%val$187M786,822 sh·8q held
- 6First Eagle Investment Managementport0.3%val$156M659,054 sh·5q held
- 7Joel Greenblattport<0.1%val$60M252,495 sh·8q held
- 8Thomas Gaynerport0.3%val$43M180,200 sh·8q held
- 9William Von Muefflingport2.9%val$19M80,548 sh·8q held
- 10Francois Rochonport0.3%val$9M37,380 sh·7q held
- 11Wallace Weitzport0.1%val$1M5,200 sh·2q held
Owners of FERG also hold
Congress is trading FERG
Congress tracker →- Richard W. Allenbought$15,001 - $50,000 · 2025-12-12
- Valerie Hoylesold$1,001 - $15,000 · 2025-09-23
- Gilbert Cisnerosbought$1,001 - $15,000 · 2025-04-14
- Gilbert Cisnerosbought$15,001 - $50,000 · 2025-03-17
- Gilbert Cisnerosbought$1,001 - $15,000 · 2025-01-07
- Daniel Goldmansold$1,001 - $15,000 · 2023-07-12
STOCK Act periodic transaction reports; amounts are disclosed ranges. Who files late →
Recent activity (3)
| 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 |
Long US equity 13F-HR filings only. CUSIP 31488V107. Not investment advice.