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). FERG has been bought (as a new position) by 1, completely sold out by 1 guru(s), the number of FERG shares has been increased by 1, decreased by 2 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: Ole Andreas Halvorsen - Viking Global Investors (new buy) and Francois Rochon - Giverny Capital (added shares +7.2%).

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
2024 Q1 (5 results)
Chris Hohn
TCI Fund Management
-100.00%
-436,695
-0.21%
0.00%
Nelson Peltz
Trian Fund Management
-40.49%
-1,696,565
-4.85%
7.13%
William Von Mueffling
Cantillon Capital Management
-1.99%
-30,739
-0.05%
2.08%
Francois Rochon
Giverny Capital
+7.20%
+1,942
+0.02%
0.26%
Ole Andreas Halvorsen
Viking Global Investors
buy
+875,421
+0.71%
0.71%
Current price: $207.43 5.04% AVG reported price*: $218.43
2023 Q4 (5 results)
Nelson Peltz
Trian Fund Management
-22.62%
-1,224,966
-3.57%
12.23%
Daniel Loeb
Third Point
-14.51%
-185,000
-0.54%
3.17%
Chris Hohn
TCI Fund Management
-11.00%
-53,974
-0.03%
0.00%
Francois Rochon
Giverny Capital
+2.99%
+783
+0.01%
0.24%
William Von Mueffling
Cantillon Capital Management
+58.42%
+690,643
+0.89%
2.42%
Current price: $207.43 7.44% AVG reported price*: $193.07
2023 Q3 (3 results)
Nelson Peltz
Trian Fund Management
-1.45%
-73,520
-0.21%
13.36%
William Von Mueffling
Cantillon Capital Management
-0.38%
-4,478
-0.01%
1.44%
Francois Rochon
Giverny Capital
buy
+26,185
+0.23%
0.23%
Current price: $207.43 26.12% AVG reported price*: $164.47
2023 Q2 (3 results)
Nelson Peltz
Trian Fund Management
-6.30%
-369,300
-1.50%
22.27%
William Von Mueffling
Cantillon Capital Management
+14.31%
+77,976
+0.16%
0.69%
Chris Hohn
TCI Fund Management
buy
+490,669
+0.23%
0.23%
Current price: $207.43 31.86% AVG reported price*: $157.31
2023 Q1 (3 results)
Nelson Peltz
Trian Fund Management
-47.73%
-5,354,181
-19.09%
20.91%
Daniel Loeb
Third Point
+37.84%
+350,000
+0.77%
2.79%
William Von Mueffling
Cantillon Capital Management
buy
+1,038,171
+1.13%
1.13%
Current price: $207.43 55.09% AVG reported price*: $133.75
2022 Q3 (2 results)
Nelson Peltz
Trian Fund Management
-12.54%
-1,608,430
-4.36%
30.40%
Daniel Loeb
Third Point
buy
+925,000
+1.73%
1.73%
Current price: $207.43 101.53% 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: $207.43 87.36% Reported price*: $110.71
2022 Q1 (1 result)
Nelson Peltz
Trian Fund Management
+0.09%
+10,750
+0.02%
26.09%
Current price: $207.43 51.77% Reported price*: $136.67
2021 Q4 (1 result)
Nelson Peltz
Trian Fund Management
-10.50%
-1,336,950
-3.18%
27.11%
Current price: $207.43 16.86% Reported price*: $177.50
2021 Q3 (1 result)
Nelson Peltz
Trian Fund Management
-2.96%
-388,442
-0.67%
22.05%
Current price: $207.43 48.85% Reported price*: $139.35
2021 Q2 (1 result)
Nelson Peltz
Trian Fund Management
-0.72%
-94,866
-0.15%
21.29%
Current price: $207.43 49.40% Reported price*: $138.84
2021 Q1 (1 result)
Nelson Peltz
Trian Fund Management
buy
+13,212,239
+18.68%
18.68%
Current price: $207.43 73.45% Reported price*: $119.59
27 of 27

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.