John Armitage - Egerton Capital (UK) LLP
Holding/activity history for Ferguson Enterprises Inc. (FERG)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 634,258 | 1.64 | Reduce 37.10% | 0.91 | $233.26 | $147,947,021 | SEC |
| 2025 Q4 | 1,008,314 | 2.44 | Reduce 61.22% | 3.77 | $222.63 | $224,480,946 | SEC |
| 2025 Q3 | 2,600,224 | 6.16 | Add 16.43% | 0.87 | $224.58 | $583,958,306 | SEC |
| 2025 Q2 | 2,233,326 | 4.99 | Buy | 4.99 | $217.75 | $486,306,737 | SEC |