Joel Greenblatt - Gotham Asset Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    1749
Portfolio value:    $32,652,425,993
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
2026   Q1 163,005 0.12 Add 26.90% 0.02 $214.51–271.64 · VW $246.76i $38,022,546 SEC
2025   Q4 128,447 0.10 Reduce 22.29% 0.04 $221.50–256.93 · VW $240.19i $28,596,156 SEC
2025   Q3 165,281 0.16 Add 83.70% 0.07 $207.64–243.40 · VW $225.22i $37,118,807 SEC
2025   Q2 89,974 0.12 Add 262.68% 0.08 $146.00–221.05 · VW $181.15i $19,591,839 SEC
2025   Q1 24,808 0.03 Add 177.56% 0.02 $152.52–187.82 · VW $171.31i $3,974,986 SEC
2024   Q4 8,938 0.01 Reduce 14.45% <0.01 $171.68–223.22 · VW $197.61i $1,551,369 SEC
2024   Q3 10,448 0.02 Buy 0.02 $183.63–225.63 · VW $204.20i $2,074,659 SEC
Price snapshot:
Current price$233.19
Avg. buy price$218.32
+/- since buy6.81%
52-week low$204.50
52-week high$269.59