Giverny Capital Inc.
SuperinvestorGiverny Capital
- SEC CIK
- 0001641864
- Manager
- François Rochon
- Style
- Quality
FERG holding history
Ferguson Enterprises Inc. /DE/
Every 13F filing in which Giverny Capital reported holding FERG, plus the quarters it sold out. Changes compare share counts with the previous calendar quarter.
FERG overviewAll 13F holders of FERGFull portfolio
| Quarter | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Q2 2026 | 37,380 | $8.87M | 0.30% | +652+1.8% | Added |
| Q1 2026 | 36,728 | $8.57M | 0.31% | +354+1.0% | Added |
| Q4 2025 | 36,374 | $8.1M | 0.27% | +871+2.5% | Added |
| Q3 2025 | 35,503 | $7.97M | 0.27% | −176−0.5% | Reduced |
| Q2 2025 | 35,679 | $7.77M | 0.27% | +1,293+3.8% | Added |
| Q1 2025 | 34,386 | $5.51M | 0.20% | +678+2.0% | Added |
| Q4 2024 | 33,708 | $5.85M | 0.21% | +33,708 | New |
| Q3 2024 | 0 | $0 | 0.00% | −29,765−100.0% | Sold out |
| Q2 2024 | 29,765 | $5.76M | 0.24% | +855+3.0% | Added |
| Q1 2024 | 28,910 | $6.31M | 0.26% | +1,942+7.2% | Added |
| Q4 2023 | 26,968 | $5.21M | 0.24% | +783+3.0% | Added |
| Q3 2023 | 26,185 | $4.31M | 0.23% | +26,185 | New |