Ferguson Enterprises Inc.
FERG- Exchange
- NYSE
- Industry
- Wholesale-Hardware & Plumbing & Heating Equipment & Supplies
- SEC CIK
- 0002011641
In the last 90 days, Ferguson Enterprises Inc. insiders filed 0 open-market purchases and 1 sale; 951 institutions reported holding it in 13F filings for Q2 2026, worth $44.3B in total; 6 superinvestors hold it, including Baupost Group and D1 Capital Partners.
Superinvestors holding FERG, Q2 2026
6 superinvestors report holding Ferguson Enterprises Inc. on Form 13F, worth $959.2M in total. Weight is Ferguson Enterprises Inc.'s share of each 13F portfolio; actions compare shares with Q1 2026.
| Superinvestor | % of portfolio | Shares | Value | vs. previous quarter |
|---|---|---|---|---|
| Baupost GroupSeth Klarman | 6.4% | 1,450,594 | $344.3M | Added+0.6% |
| D1 Capital PartnersDan Sundheim | 0.9% | 1,282,038 | $304.3M | Added+267.0% |
| Trian Fund ManagementNelson Peltz | 6.1% | 1,086,357 | $257.8M | Unchanged |
| Markel GroupTom Gayner | 0.3% | 180,200 | $42.8M | Added+5.6% |
| Giverny CapitalFrançois Rochon | 0.3% | 37,380 | $8.87M | Added+1.8% |
| Weitz Investment ManagementWally Weitz | 0.1% | 5,200 | $1.23M | Unchanged |
Moves by quarter
Superinvestors that opened, added to, trimmed or sold out of FERG each quarter, comparing shares with the quarter before. A superinvestor that didn't file for a quarter isn't listed, and isn't counted as selling.
Q2 2026
6 superinvestors holding at quarter end
- Added
- Baupost Group (+0.6%), D1 Capital Partners (+267.0%), Markel Group (+5.6%), Giverny Capital (+1.8%)
Q1 2026
6 superinvestors holding at quarter end
- New
- D1 Capital Partners, Weitz Investment Management
- Added
- Baupost Group (+26.9%), Markel Group (+4.4%), Giverny Capital (+1.0%)
- Sold out
- Maverick Capital
Q4 2025
5 superinvestors holding at quarter end
- Added
- Markel Group (+11.2%), Giverny Capital (+2.5%), Maverick Capital (+50.1%)
- Reduced
- Baupost Group (−1.6%)
Q3 2025
5 superinvestors holding at quarter end
- New
- Maverick Capital
- Added
- Baupost Group (+2.1%), Markel Group (+9.3%)
- Reduced
- Giverny Capital (−0.5%)
Q2 2025
4 superinvestors holding at quarter end
- Added
- Trian Fund Management (+7.7%), Markel Group (+9.3%), Giverny Capital (+3.8%)
Q1 2025
4 superinvestors holding at quarter end
- Added
- Markel Group (+16.0%), Giverny Capital (+2.0%)
- Reduced
- Trian Fund Management (−18.5%)
- Sold out
- Third Point
Q4 2024
5 superinvestors holding at quarter end
- New
- Baupost Group, Giverny Capital
- Added
- Third Point (+24.4%), Markel Group (+25.4%)
- Reduced
- Trian Fund Management (−2.6%)
Q3 2024
3 superinvestors holding at quarter end
- Added
- Markel Group (+19.9%)
- Reduced
- Trian Fund Management (−35.0%)
- Sold out
- Viking Global Investors, Giverny Capital
Q2 2024
5 superinvestors holding at quarter end
- Added
- Viking Global Investors (+91.2%), Markel Group (+22.6%), Giverny Capital (+3.0%)
- Reduced
- Trian Fund Management (−21.6%), Third Point (−11.5%)
- Sold out
- Harris Associates (Oakmark)
Q1 2024
6 superinvestors holding at quarter end
- New
- Viking Global Investors
- Added
- Markel Group (+49.4%), Giverny Capital (+7.2%)
- Reduced
- Trian Fund Management (−40.5%), Harris Associates (Oakmark) (−29.9%)
- Sold out
- TCI Fund Management
Q4 2023
6 superinvestors holding at quarter end
- Added
- Markel Group (+541.7%), Giverny Capital (+3.0%)
- Reduced
- Trian Fund Management (−22.6%), Third Point (−14.5%), TCI Fund Management (−11.0%), Harris Associates (Oakmark) (−41.1%)
Q3 2023
6 superinvestors holding at quarter end
- New
- Harris Associates (Oakmark), Giverny Capital, Markel Group
- Reduced
- Trian Fund Management (−1.4%)
Q2 2023
3 superinvestors holding at quarter end
- New
- TCI Fund Management
- Reduced
- Trian Fund Management (−6.3%)
- Sold out
- Maverick Capital
Q1 2023
3 superinvestors holding at quarter end
- Added
- Third Point (+37.8%)
- Reduced
- Trian Fund Management (−47.7%), Maverick Capital (−38.0%)
Q4 2022
3 superinvestors holding at quarter end
- Added
- Maverick Capital (+6.3%)
Q3 2022
3 superinvestors holding at quarter end
- New
- Third Point
- Added
- Maverick Capital (+0.1%)
- Reduced
- Trian Fund Management (−12.5%)
Q2 2022
2 superinvestors holding at quarter end
- New
- Maverick Capital
- Added
- Trian Fund Management (+12.5%)
Q1 2022
1 superinvestor holding at quarter end
- Added
- Trian Fund Management (+0.1%)
Q4 2021
1 superinvestor holding at quarter end
- Reduced
- Trian Fund Management (−10.5%)
Q3 2021
1 superinvestor holding at quarter end
- Reduced
- Trian Fund Management (−3.0%)
Q2 2021
1 superinvestor holding at quarter end
- Reduced
- Trian Fund Management (−0.7%)