Christopher Davis - Davis Selected Advisers
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    112
Portfolio value:    $21,781,443,023
Holdings Activity Buys Sells    History
Holding/activity history for  Ferguson Enterprises Inc. (FERG)
← All FERG superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2024   Q2 0 0.00 Sell 100.00% 0.12 $189.85–224.86 · VW $206.74i SEC
2024   Q1 99,207 0.12 Reduce 51.88% 0.11 $183.74–222.39 · VW $202.76i $21,669,785 SEC
2023   Q4 206,170 0.22 Reduce 13.30% 0.03 $147.62–194.13 · VW $167.11i $39,805,802 SEC
2023   Q3 237,800 0.25 Reduce 0.46% <0.01 $149.39–170.27 · VW $159.97i $39,153,986 SEC
2023   Q2 238,906 0.23 Reduce 0.48% <0.01 $123.17–158.54 · VW $146.03i $37,600,279 SEC
2023   Q1 240,054 0.21 Reduce 0.22% <0.01 $127.09–149.81 · VW $138.62i $32,025,746 SEC
2022   Q4 240,576 0.21 Add 78.17% 0.09 $99.16–132.79 · VW $120.03i $30,491,266 SEC
2022   Q3 135,026 0.10 Add 31.33% 0.02 $102.01–128.60 · VW $114.87i $13,978,000 SEC
2022   Q2 102,811 0.07 Add 0.33% <0.01 $105.58–142.77 · VW $118.98i $11,409,000 SEC
2022   Q1 102,469 0.07 Reduce 4.05% <0.01 $133.88–183.67 · VW $147.55i $13,821,000 SEC
2021   Q4 106,795 0.09 Reduce 2.01% <0.01 $138.00–182.76 · VW $163.32i $19,099,000 SEC
2021   Q3 108,985 0.07 Reduce 19.74% 0.02 $135.80–148.67 · VW $141.33i $15,200,000 SEC
2021   Q2 135,797 0.08 Reduce 6.35% <0.01 $123.03–142.00 · VW $132.99i $18,923,000 SEC
2021   Q1 145,011 0.08 Buy 0.08 $116.70–127.04 · VW $121.28i $17,398,000 SEC
Price snapshot:
Current price$233.19
52-week low$204.50
52-week high$269.59