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FERG —
Ferguson Plc New
CUSIP: G3421J106 · Held by 13 superinvestors · Combined value: $1,971,386,545
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| # | Investor | % of Portfolio | Value ($) | Shares | Recent Activity | Share Change |
|---|---|---|---|---|---|---|
| 1 | William Von Mueffling | 2.4% | $441,888,046 | 1,984,854 | ADD | +14,963 |
| 2 | Henry Ellenbogen | 3.3% | $347,601,569 | 1,561,342 | ADD | +472,372 |
| 3 | Seth Klarman | 4.8% | $253,138,000 | 1,137,035 | REDUCE | -18,465 |
| 4 | Nelson Peltz | 6.1% | $241,855,659 | 1,086,357 | - | - |
| 5 | John Armitage | 2.4% | $224,480,946 | 1,008,314 | REDUCE | -1,591,910 |
| 6 | Steven Romick | 2.6% | $197,499,526 | 887,120 | REDUCE | -29,265 |
| 7 | First Eagle Investment Mgmt | 0.2% | $140,133,340 | 629,445 | ADD | +30,216 |
| 8 | Jim Simons | 0.1% | $47,486,979 | 213,300 | REDUCE | -135,300 |
| 9 | Tom Gayner | 0.3% | $36,400,005 | 163,500 | ADD | +16,500 |
| 10 | Ken Griffin | 0.0% | $16,430,317 | 73,801 | REDUCE | -837,128 |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| First Eagle Investment Mgmt | ADD | +30,216 | +5.0% |
| Francois Rochon | ADD | +871 | +2.5% |
| Henry Ellenbogen | ADD | +472,372 | +43.4% |
| Lee Ainslie | ADD | +7,380 | +50.1% |
| Ray Dalio | ADD | +35,058 | +214.1% |
| Tom Gayner | ADD | +16,500 | +11.2% |
| William Von Mueffling | ADD | +14,963 | +0.8% |
| Jim Simons | REDUCE | -135,300 | -38.8% |
| John Armitage | REDUCE | -1,591,910 | -61.2% |
| Ken Griffin | REDUCE | -837,128 | -91.9% |
| Seth Klarman | REDUCE | -18,465 | -1.6% |
| Steven Romick | REDUCE | -29,265 | -3.2% |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Henry Ellenbogen | NEW BUY | +1,088,970 | New |
| Lee Ainslie | NEW BUY | +14,734 | New |
| Ray Dalio | NEW BUY | +16,377 | New |
| Jim Simons | ADD | +195,100 | +127.1% |
| John Armitage | ADD | +366,898 | +16.4% |
| Ken Griffin | ADD | +8,406 | +0.9% |
| Seth Klarman | ADD | +23,500 | +2.1% |
| Tom Gayner | ADD | +12,500 | +9.3% |
| First Eagle Investment Mgmt | REDUCE | -771 | -0.1% |
| Francois Rochon | REDUCE | -176 | -0.5% |
| Steven Romick | REDUCE | -339,766 | -27.0% |
| William Von Mueffling | REDUCE | -21,670 | -1.1% |
Who Owns FERG? Superinvestor Holdings
Ferguson Plc New is held by 13 tracked superinvestors, with a combined position value of $2.0 billion . The largest positions are held by William Von Mueffling (2.4% of portfolio), Henry Ellenbogen (3.3% of portfolio), Seth Klarman (4.8% of portfolio).
In the most recent quarter, 7 superinvestors added or initiated positions while 5 reduced or exited.