FERG · Ferguson Enterprises Inc · Form 13F filings for Q2 2026
Ferguson Enterprises Inc
11 of 76 investors hold it
Together they reported $2.0 billion of it. In Q2 2026, 2 added and 2 reduced.
20 of 83 tracked investors have filed for Q3 2026 so far. The sheet and every stock page stay on Q2 2026 until most have filed, so each count is taken from one group of investors.
Who added and who reduced
Q2 2026 against Q1 2026, among 74 filings that can be compared. An investor counts as adding or reducing when reported shares change by 20% or more, or when a position is opened or closed.
2added or opened
2reduced or sold out
Who holds it
| Investor | Share of their portfolio | Reported value | This quarter |
|---|---|---|---|
| Henry Ellenbogen | 6.88% | $707M | +35.9% |
| Seth Klarman | 6.36% | $344M | No change of 20% |
| Nelson Peltz | 6.09% | $258M | No change of 20% |
| William Von Mueffling | 2.87% | $19M | −95.4% |
| First Pacific Advisors | 2.31% | $187M | No change of 20% |
| John Armitage | 2.31% | $239M | +58.6% |
| Thomas Gayner | 0.33% | $43M | No change of 20% |
| Francois Rochon | 0.30% | $9M | No change of 20% |
| First Eagle Investment Management | 0.26% | $156M | No change of 20% |
| Wallace Weitz | 0.09% | $1M | No change of 20% |
| Joel Greenblatt | 0.06% | $26M | −33.2% |
Holders over time
How many of the same 76 investors reported a position at each quarter end, up to Q2 2026.
Where to next
Source: SEC Form 13F filings for Q2 2026, the quarter ended Jun 30, 2026, from the 76 investors on the homepage sheet · CUSIP 31488V107 · data as of Nov 12, 2026. Weight is the share of the investor’s disclosed portfolio. Filings list long US-listed positions at quarter end. They are not live holdings, omit shorts, can be amended and give no reasons for a change.
Each investor’s filing
- Henry Ellenbogen · filed Aug 14, 2026 Form 13F 0001798849-26-000010 ↗
- Seth Klarman · filed Aug 13, 2026 Form 13F 0001061768-26-000010 ↗
- Nelson Peltz · filed Aug 12, 2026 Form 13F 0001345471-26-000035 ↗
- William Von Mueffling · filed Jul 29, 2026 Form 13F 0001279936-26-000005 ↗
- First Pacific Advisors · filed Aug 14, 2026 Form 13F 0001377581-26-000007 ↗
- John Armitage · filed Jul 21, 2026 Filing in the portfolio
- Thomas Gayner · filed Jul 31, 2026 Filing in the portfolio
- Francois Rochon · filed Aug 26, 2026 Filing in the portfolio
- First Eagle Investment Management · filed Aug 24, 2026 Filing in the portfolio
- Wallace Weitz · filed Aug 12, 2026 Filing in the portfolio
- Joel Greenblatt · filed Aug 14, 2026 Form 13F 0001398344-26-014644 ↗