Skip to content
User

Daniel Loeb

Third Point

Daniel Loeb Ferguson Plc stake

total: 588

Third Point FERG trades

Total transactions:
6
New positions:
1
Sold out:
1
Added:
2
Reduced:
2
Held since:
2022 Q3
Held for:
10 quarters
Latest activity:
2025 Q1
According to 2026 Q2 report, Daniel Loeb doesn't hold any Ferguson Plc (FERG) shares. To date, the estimated cost basis is nearly $121.07 for "buy" trades and estimated average "sell" price is $177.62. Third Point first purchased FERG in 2022 Q3, initially acquiring 925,000 shares. Since the initial investment in Ferguson Plc (FERG), Third Point has made 5 more transactions.

When did Daniel Loeb sell Ferguson Plc (FERG)?

Daniel Loeb sold off the entire Ferguson Plc (FERG) position in 2025 Q1.

When did Daniel Loeb buy Ferguson Plc (FERG)?

Daniel Loeb first invested in Ferguson Plc (FERG) in 2022 Q3 at the reported quarter-end price of $102.93 per share.

What's the cost basis of Third Point's FERG stake?

The estimated cost basis for Ferguson Plc (FERG) stake is around $121.07 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$121.07
Weighted AVG sell price:
$177.62

Daniel Loeb's historical trades in Ferguson Plc

6 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2025 Q1
0.00%
0
$173.57
-100% (-1,200,000)
-2.8%
2024 Q4
2.80%
1,200,000
$173.57
$208,284,000
+24.35% (+235,000)
+0.55%
2024 Q2
2.14%
965,000
$193.65
$186,872,250
-11.47% (-125,000)
-0.31%
2023 Q4
3.17%
1,090,000
$193.07
$210,446,300
-14.51% (-185,000)
-0.55%
2023 Q1
2.79%
1,275,000
$133.75
$170,531,250
+37.84% (+350,000)
+0.77%
2022 Q3
1.72%
925,000
$102.93
$95,210,000
new
+1.72%
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.