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FERGUSON ENTERPRISES INC

FERG

Holders

3

Combined Value

$378.01M

Combined Shares

1,620,568

Current Price

$230.08

52W High

$271.64

vs 52W High

−15.3%

Investor Activity Chart

Quarterly buys (▲) and sells (▼) by tracked investors. Click a marker to view that investor's portfolio; hover for details. Price line is implied from 13F filings (value ÷ shares), not market data.

$145.62$179.70$213.79$247.87Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25Q1'26Q3 2024 · implied price $198.57Q4 2024 · implied price $173.57Q1 2025 · implied price $160.23Q2 2025 · implied price $217.75Q3 2025 · implied price $224.58Q4 2025 · implied price $222.63Q1 2026 · implied price $233.26Daniel Loeb - Third Point · bought 965,000 shares @ ~$198.57 · Q3 2024 (new position)Jim Simons - Renaissance Technologies · bought 720,700 shares @ ~$198.57 · Q3 2024 (new position)Tom Gayner - Markel Group · bought 84,500 shares @ ~$198.57 · Q3 2024 (new position)Seth Klarman - Baupost Group · bought 1,132,000 shares @ ~$173.57 · Q4 2024 (new position)Daniel Loeb - Third Point · bought 235,000 shares @ ~$173.57 · Q4 2024Tom Gayner - Markel Group · bought 21,500 shares @ ~$173.57 · Q4 2024Jim Simons - Renaissance Technologies · sold 332,100 shares @ ~$173.57 · Q4 2024Tom Gayner - Markel Group · bought 17,000 shares @ ~$160.23 · Q1 2025Daniel Loeb - Third Point · sold 1,200,000 shares @ ~$173.57 · Q1 2025 (sold out)Jim Simons - Renaissance Technologies · sold 295,000 shares @ ~$160.23 · Q1 2025Jim Simons - Renaissance Technologies · bought 59,900 shares @ ~$217.75 · Q2 2025Tom Gayner - Markel Group · bought 11,500 shares @ ~$217.75 · Q2 2025Jim Simons - Renaissance Technologies · bought 195,100 shares @ ~$224.58 · Q3 2025Seth Klarman - Baupost Group · bought 23,500 shares @ ~$224.58 · Q3 2025Tom Gayner - Markel Group · bought 12,500 shares @ ~$224.58 · Q3 2025Tom Gayner - Markel Group · bought 16,500 shares @ ~$222.63 · Q4 2025Jim Simons - Renaissance Technologies · sold 135,300 shares @ ~$222.63 · Q4 2025Seth Klarman - Baupost Group · sold 18,465 shares @ ~$222.63 · Q4 2025Seth Klarman - Baupost Group · bought 305,376 shares @ ~$233.26 · Q1 2026Tom Gayner - Markel Group · bought 7,200 shares @ ~$233.26 · Q1 2026Jim Simons - Renaissance Technologies · sold 205,843 shares @ ~$233.26 · Q1 2026BUYSELLIMPLIED PRICE

Held By

Tracked investors currently holding this security, based on each investor's most recent 13F filing. Gain compares the current market price to each investor's estimated average buy price.

InvestorValue% of PortfolioAvg Buy PriceGainLast ActivityAs of
Seth Klarman - Baupost Group$336.46M6.58%~$187.02+23.0%BUY Q1 2026Q1 2026
Tom Gayner - Markel Group$39.82M0.33%~$198.59+15.9%BUY Q1 2026Q1 2026
Jim Simons - Renaissance Technologies$1.74M0.00%~$216.42+6.3%SELL Q1 2026Q1 2026

Recent Activity

Latest position changes by tracked investors. Prices are estimates implied from 13F filings.

QuarterInvestorActionEst. ValueEst. Price
Q1 2026Seth Klarman - Baupost GroupBUY+$71.23M~$233.26
Q1 2026Jim Simons - Renaissance TechnologiesSELL−$48.01M~$233.26
Q1 2026Tom Gayner - Markel GroupBUY+$1.68M~$233.26
Q4 2025Jim Simons - Renaissance TechnologiesSELL−$30.12M~$222.63
Q4 2025Seth Klarman - Baupost GroupSELL−$4.11M~$222.63
Q4 2025Tom Gayner - Markel GroupBUY+$3.67M~$222.63
Q3 2025Jim Simons - Renaissance TechnologiesBUY+$43.82M~$224.58
Q3 2025Seth Klarman - Baupost GroupBUY+$5.28M~$224.58
Q3 2025Tom Gayner - Markel GroupBUY+$2.81M~$224.58
Q2 2025Jim Simons - Renaissance TechnologiesBUY+$13.04M~$217.75
Q2 2025Tom Gayner - Markel GroupBUY+$2.50M~$217.75
Q1 2025Daniel Loeb - Third PointSOLD OUT−$208.28M~$173.57
Q1 2025Jim Simons - Renaissance TechnologiesSELL−$47.27M~$160.23
Q1 2025Tom Gayner - Markel GroupBUY+$2.72M~$160.23
Q4 2024Seth Klarman - Baupost GroupNEW BUY+$196.48M~$173.57
Q4 2024Jim Simons - Renaissance TechnologiesSELL−$57.64M~$173.57
Q4 2024Daniel Loeb - Third PointBUY+$40.79M~$173.57
Q4 2024Tom Gayner - Markel GroupBUY+$3.73M~$173.57
Q3 2024Daniel Loeb - Third PointNEW BUY+$191.62M~$198.57
Q3 2024Jim Simons - Renaissance TechnologiesNEW BUY+$143.11M~$198.57
Q3 2024Tom Gayner - Markel GroupNEW BUY+$16.78M~$198.57

Ownership History

Aggregate position across all tracked investors per quarter (options excluded). Implied price is the reported value divided by shares held.

PeriodHoldersTotal SharesΔ SharesTotal ValueImplied Price
Q1 202631,620,568+7.1%$378.01M$233.26
Q4 202531,513,835-8.3%$337.02M$222.63
Q3 202531,651,100+16.3%$370.80M$224.58
Q2 202531,420,000+5.3%$309.20M$217.75
Q1 202531,348,600-52.3%$216.09M$160.23
Q4 202442,826,600+59.7%$490.61M$173.57
Q3 202431,770,200—$351.51M$198.57