Francois Rochon - Giverny Capital
Holding/activity history for Ferguson Enterprises Inc. (FERG)
← All FERG superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 36,728 | 0.31 | Add 0.97% | <0.01 | $214.51–271.64 · VW $246.76i | $8,567,173 | SEC |
| 2025 Q4 | 36,374 | 0.27 | Add 2.45% | <0.01 | $221.50–256.93 · VW $240.19i | $8,097,944 | SEC |
| 2025 Q3 | 35,503 | 0.27 | Reduce 0.49% | <0.01 | $207.64–243.40 · VW $225.22i | $7,973,264 | SEC |
| 2025 Q2 | 35,679 | 0.27 | Add 3.76% | <0.01 | $146.00–221.05 · VW $181.15i | $7,769,102 | SEC |
| 2025 Q1 | 34,386 | 0.20 | Add 2.01% | <0.01 | $152.52–187.82 · VW $171.31i | $5,509,669 | SEC |
| 2024 Q4 | 33,708 | 0.21 | Buy | 0.21 | $171.68–223.22 · VW $197.61i | $5,850,698 | SEC |
| 2024 Q3 | 0 | 0.00 | Sell 100.00% | 0.24 | $183.63–225.63 · VW $204.20i | SEC | |
| 2024 Q2 | 29,765 | 0.24 | Add 2.96% | <0.01 | $189.85–224.86 · VW $206.74i | $5,763,992 | SEC |
| 2024 Q1 | 28,910 | 0.26 | Add 7.20% | 0.02 | $183.74–222.39 · VW $202.76i | $6,314,811 | SEC |
| 2023 Q4 | 26,968 | 0.24 | Add 2.99% | <0.01 | $147.62–194.13 · VW $167.11i | $5,206,712 | SEC |
| 2023 Q3 | 26,185 | 0.23 | Buy | 0.23 | $149.39–170.27 · VW $159.97i | $4,306,647 | SEC |
Price snapshot:
Current price$233.19
Avg. buy price$176.61
+/- since buy32.04%
52-week low$204.50
52-week high$269.59