FERG Stock Ownership Activity

FERGUSON PLC 13F holders

5 value investing gurus have made changes to the FERGUSON PLC (FERG) position according to the gurus' latest SEC quarterly report(s). The number of FERG shares has been increased by 2, decreased by 3 super investor(s).

Which gurus or hedge funds are buying FERG now?

According to the latest SEC filing(s) FERGUSON PLC (FERG) has been bought by 2 gurus: William Von Mueffling - Cantillon Capital Management (added shares +58.42%) and Francois Rochon - Giverny Capital (added shares +2.99%).

To see more about who is investing in FERGUSON PLC (FERG), please go to the FERG ownership page.

History
Name
Company
%
Activity
Share
Change
% change to
Portfolio
% of
Portfolio
2023 Q4 (5 results)
William Von Mueffling
Cantillon Capital Management
+58.42%
+690,643
+0.89%
2.42%
Francois Rochon
Giverny Capital
+2.99%
+783
+0.01%
0.24%
Chris Hohn
TCI Fund Management
-11.00%
-53,974
-0.03%
0.23%
Daniel Loeb
Third Point
-14.51%
-185,000
-0.54%
3.17%
Nelson Peltz
Trian Fund Management
-22.62%
-1,224,966
-3.57%
12.23%
Current price: $217.17 12.48% AVG reported price*: $193.07
2023 Q3 (3 results)
Francois Rochon
Giverny Capital
buy
+26,185
+0.23%
0.23%
William Von Mueffling
Cantillon Capital Management
-0.38%
-4,478
-0.01%
1.44%
Nelson Peltz
Trian Fund Management
-1.45%
-73,520
-0.21%
13.36%
Current price: $217.17 32.04% AVG reported price*: $164.47
2023 Q2 (3 results)
Chris Hohn
TCI Fund Management
buy
+490,669
+0.23%
0.23%
William Von Mueffling
Cantillon Capital Management
+14.31%
+77,976
+0.16%
0.69%
Nelson Peltz
Trian Fund Management
-6.30%
-369,300
-1.50%
22.27%
Current price: $217.17 38.05% AVG reported price*: $157.31
2023 Q1 (3 results)
William Von Mueffling
Cantillon Capital Management
buy
+1,038,171
+1.13%
1.13%
Daniel Loeb
Third Point
+37.84%
+350,000
+0.77%
2.79%
Nelson Peltz
Trian Fund Management
-47.73%
-5,354,181
-19.09%
20.91%
Current price: $217.17 62.37% AVG reported price*: $133.75
2022 Q3 (2 results)
Daniel Loeb
Third Point
buy
+925,000
+1.73%
1.73%
Nelson Peltz
Trian Fund Management
-12.54%
-1,608,430
-4.36%
30.40%
Current price: $217.17 110.99% AVG reported price*: $102.93
2022 Q2 (1 result)
Nelson Peltz
Trian Fund Management
+12.49%
+1,423,880
+3.46%
31.21%
Current price: $217.17 96.16% Reported price*: $110.71
2022 Q1 (1 result)
Nelson Peltz
Trian Fund Management
+0.09%
+10,750
+0.02%
26.09%
Current price: $217.17 58.90% Reported price*: $136.67
2021 Q4 (1 result)
Nelson Peltz
Trian Fund Management
-10.50%
-1,336,950
-3.18%
27.11%
Current price: $217.17 22.35% Reported price*: $177.50
2021 Q3 (1 result)
Nelson Peltz
Trian Fund Management
-2.96%
-388,442
-0.67%
22.05%
Current price: $217.17 55.84% Reported price*: $139.35
2021 Q2 (1 result)
Nelson Peltz
Trian Fund Management
-0.72%
-94,866
-0.15%
21.29%
Current price: $217.17 56.42% Reported price*: $138.84
2021 Q1 (1 result)
Nelson Peltz
Trian Fund Management
buy
+13,212,239
+18.68%
18.68%
Current price: $217.17 81.60% Reported price*: $119.59
22 of 22

Shares, change to shares, sold shares - 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.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.