John Armitage - Egerton Capital (UK)
Holding/activity history for Ferguson Enterprises Inc. (FERG)
← All FERG superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 634,258 | 1.64 | Reduce 37.10% | 0.91 | $214.51–271.64 · VW $246.76i | $147,947,021 | SEC |
| 2025 Q4 | 1,008,314 | 2.44 | Reduce 61.22% | 3.77 | $221.50–256.93 · VW $240.19i | $224,480,946 | SEC |
| 2025 Q3 | 2,600,224 | 6.16 | Add 16.43% | 0.87 | $207.64–243.40 · VW $225.22i | $583,958,306 | SEC |
| 2025 Q2 | 2,233,326 | 4.99 | Buy | 4.99 | $146.00–221.05 · VW $181.15i | $486,306,737 | SEC |
Price snapshot:
Current price$233.19
Avg. buy price$218.71
+/- since buy6.62%
52-week low$204.50
52-week high$269.59