FERG

FERGUSON ENTERPRISES INC

9 superinvestors own FERG

Based on latest 13F filings — data is 45–90 days delayed

Investor	Fund	Weight	Shares	Value	Quarter	Activity
Henry Ellenbogen	Durable Capital Partners	5.26%	2,191,975	$511.3M	2026Q1	Added
Daniel Loeb	Third Point	2.80%	1,200,000	$208.3M	2024Q4	Added
William Von Mueffling	Cantillon Capital Management	2.71%	1,749,302	$408.0M	2026Q1	Reduced
John Armitage	Egerton Capital	1.64%	634,258	$147.9M	2026Q1	Reduced
Francois Rochon	Giverny Capital	0.31%	36,728	$8.6M	2026Q1	Added
First Eagle Investment Management	First Eagle Investment Management	0.20%	633,309	$147.7M	2026Q1	Added
Wallace Weitz	Weitz Investment Management	0.08%	5,200	$1.2M	2026Q1	New
Lee Ainslie	Maverick Capital	0.05%	22,114	$4.9M	2025Q4	New
Polen Capital Management	Polen Capital Management	0.00%	1,238	$215K	2024Q4	New

Open-market purchases (P) and sales (S) from SEC Form 4 filings · last 12 months

No open-market insider trades in the last 12 months.

Form 4 filings for option exercises and other transaction types are excluded.

STOCK Act disclosures · last 12 months

Congressional trade data coming soon.

We are sourcing STOCK Act disclosures and will display them here shortly.

What Is SEC Form 4?

Understand the insider trade filings behind FERG activity.

What Is a 13F Filing?

How superinvestors disclose their quarterly holdings.

Insider Cluster Buying

Why multiple insiders buying together is a strong signal.

Superinvestor Consensus

The most widely held stocks across all tracked institutions.