William von Mueffling - Cantillon Capital Management
Holding/activity history for Ferguson Enterprises Inc. (FERG)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 1,749,302 | 2.71 | Reduce 11.87% | 0.28 | $233.26 | $408,042,185 | SEC |
| 2025 Q4 | 1,984,854 | 2.39 | Add 0.76% | 0.02 | $222.63 | $441,888,046 | SEC |
| 2025 Q3 | 1,969,891 | 2.44 | Reduce 1.09% | 0.03 | $224.58 | $442,398,121 | SEC |
| 2025 Q2 | 1,991,561 | 2.51 | Reduce 2.82% | 0.06 | $217.75 | $433,662,408 | SEC |
| 2025 Q1 | 2,049,411 | 2.13 | Reduce 2.95% | 0.07 | $160.23 | $328,377,125 | SEC |
| 2024 Q4 | 2,111,673 | 2.22 | Add 24.46% | 0.44 | $173.57 | $366,523,082 | SEC |
| 2024 Q3 | 1,696,671 | 2.06 | Reduce 2.88% | 0.07 | $198.57 | $336,907,961 | SEC |
| 2024 Q2 | 1,746,910 | 2.26 | Reduce 4.83% | 0.12 | $193.65 | $338,289,122 | SEC |
| 2024 Q1 | 1,835,603 | 2.52 | Reduce 1.99% | 0.05 | $218.43 | $400,950,763 | SEC |
| 2023 Q4 | 1,872,863 | 2.42 | Add 58.42% | 0.89 | $193.07 | $361,593,660 | SEC |
| 2023 Q3 | 1,182,220 | 1.44 | Reduce 0.38% | <0.01 | $164.47 | $194,439,724 | SEC |
| 2023 Q2 | 1,186,698 | 1.30 | Add 14.31% | 0.16 | $157.31 | $186,679,462 | SEC |
| 2023 Q1 | 1,038,171 | 1.13 | Buy | 1.13 | $133.75 | $138,855,372 | SEC |