← Top Holdings

FERGFERGUSON ENTERPRISES INC

CUSIP: 31488V107

🔥 Bought by 4 superinvestors this quarter

12

Guru Owners

$2.57B

Total Value Held

10.8M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Henry Ellenbogen	Durable Capital Partners	2979735	$707.2M	6.88%	$237.33	Q2 2026
William Von Mueffling	Cantillon Capital Management	1749302	$408.0M	2.71%	$233.26	Q1 2026
Seth Klarman	Baupost Group	1450594	$344.3M	6.36%	$237.33	Q2 2026
First Eagle	First Eagle Investment Management	1318108	$312.8M	0.26%	$237.33	Q2 2026
Dan Sundheim	D1 Capital Partners	1282038	$304.3M	0.87%	$237.33	Q2 2026
John Armitage	Egerton Capital	1006024	$238.8M	2.31%	$237.33	Q2 2026
Steven Romick	First Pacific Advisors	786822	$186.7M	2.31%	$237.33	Q2 2026
Tom Gayner	Markel Group	180200	$42.8M	0.33%	$237.33	Q2 2026
Ray Dalio	Bridgewater Associates	44686	$10.6M	0.04%	$237.33	Q2 2026
Francois Rochon	Giverny Capital	37380	$8.9M	0.30%	$237.33	Q2 2026
Wallace Weitz	Weitz Investment Management	5200	$1.2M	0.09%	$237.33	Q2 2026
Sequoia Fund	Ruane, Cunniff & Goldfarb	1000	$237K	0.00%	$237.33	Q2 2026

Henry Ellenbogen

$707.2M

6.88%

William Von Mueffling

$408.0M

2.71%

$344.3M

6.36%

$312.8M

0.26%

$304.3M

0.87%

$238.8M

2.31%

$186.7M

2.31%

$42.8M

0.33%

$10.6M

0.04%

Francois Rochon

$8.9M

0.30%

$1.2M

0.09%

$237K

0.00%

Who owns FERG? Full holder list and ownership history →

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q2 '2611 owners · $2.16B

INCREASEDHenry Ellenbogen$707.2M

INCREASEDSeth Klarman$344.3M

REDUCEDFirst Eagle$312.8M

REDUCEDDan Sundheim$304.3M

REDUCEDJohn Armitage$238.8M

REDUCEDSteven Romick$186.7M

INCREASEDTom Gayner$42.8M

INCREASEDRay Dalio$10.6M

INCREASEDFrancois Rochon$8.9M

SOLDWilliam Von Mueffling

Q1 '2612 owners · $1.88B

INCREASEDHenry Ellenbogen$511.3M

REDUCEDWilliam Von Mueffling$408.0M

INCREASEDSeth Klarman$336.5M

REDUCEDSteven Romick$190.6M

INCREASEDJohn Armitage$147.9M

INCREASEDFirst Eagle$147.7M

NEWDan Sundheim$81.5M

INCREASEDTom Gayner$39.8M

REDUCEDRay Dalio$8.9M

INCREASEDFrancois Rochon$8.6M

NEWWallace Weitz$1.2M

SOLDLee Ainslie

Q4 '2511 owners · $1.67B

INCREASEDWilliam Von Mueffling$441.9M

INCREASEDHenry Ellenbogen$347.6M

REDUCEDSeth Klarman$253.1M

REDUCEDJohn Armitage$224.5M

REDUCEDSteven Romick$197.5M

INCREASEDFirst Eagle$140.1M

INCREASEDTom Gayner$36.4M

INCREASEDRay Dalio$11.5M

INCREASEDFrancois Rochon$8.1M

INCREASEDLee Ainslie$4.9M

Q3 '2511 owners · $1.92B

INCREASEDJohn Armitage$584.0M

REDUCEDWilliam Von Mueffling$442.4M

INCREASEDSeth Klarman$259.5M

NEWHenry Ellenbogen$244.6M

INCREASEDSteven Romick$205.8M

REDUCEDFirst Eagle$134.6M

INCREASEDTom Gayner$33.0M

REDUCEDFrancois Rochon$8.0M

NEWRay Dalio$3.7M

NEWLee Ainslie$3.3M

Q2 '258 owners · $1.61B

NEWJohn Armitage$486.3M

REDUCEDWilliam Von Mueffling$433.7M

INCREASEDSteven Romick$273.5M

NEWFirst Eagle$130.7M

INCREASEDTom Gayner$29.3M

INCREASEDFrancois Rochon$7.8M

NEWSequoia Fund$218K

SOLDHenry Ellenbogen

Q1 '256 owners · $852.6M

NEWWilliam Von Mueffling$328.4M

INCREASEDSteven Romick$200.5M

NEWHenry Ellenbogen$117.1M

INCREASEDTom Gayner$19.7M

INCREASEDFrancois Rochon$5.5M

SOLDDaniel Loeb

🏛️ Congressional Trades

FERG: Held by 12 superinvestors · 17 congress member trades

$15,001 - $50,0002025-12-12

BUYRichard W. Allen

$15,001 - $50,0002025-12-12

$1,001 - $15,0002025-11-20

$1,001 - $15,0002025-10-27

SELLValerie HoyleD

$1,001 - $15,0002025-09-23

$1,001 - $15,0002025-07-25

$1,001 - $15,0002025-07-09

$1,001 - $15,0002025-06-27

BUYGilbert CisnerosD

$1,001 - $15,0002025-04-14

BUYGil CisnerosD

$1,001 - $15,0002025-04-14

BUYGilbert CisnerosD

$15,001 - $50,0002025-03-17

BUYGil CisnerosD

$15,001 - $50,0002025-03-17

$1,001 - $15,0002025-03-12

$1,001 - $15,0002025-03-10

BUYGil CisnerosD

$1,001 - $15,0002025-01-07

BUYGilbert CisnerosD

$1,001 - $15,0002025-01-07

$1,001 - $15,0002024-10-09