Nelson Peltz - Trian Fund Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    8
Portfolio value:    $3,859,778,188
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 1,086,357 6.57 $233.26 $253,403,634 SEC
2025   Q4 1,086,357 6.07 $222.63 $241,855,659 SEC
2025   Q3 1,086,357 5.94 $224.58 $243,974,055 SEC
2025   Q2 1,086,357 6.27 Add 7.69% 0.45 $146.00–221.05 · VW $181.15i $236,554,237 SEC
2025   Q1 1,008,765 4.40 Reduce 18.47% 1.04 $152.52–187.82 · VW $171.31i $161,634,416 SEC
2024   Q4 1,237,274 5.62 Reduce 2.64% 0.18 $171.68–223.22 · VW $197.61i $214,753,648 SEC
2024   Q3 1,270,810 6.69 Reduce 34.96% 3.50 $183.63–225.63 · VW $204.20i $252,344,742 SEC
2024   Q2 1,953,863 10.01 Reduce 21.65% 1.54 $189.85–224.86 · VW $206.74i $378,365,570 SEC
2024   Q1 2,493,687 7.13 Reduce 40.49% 4.95 $183.74–222.39 · VW $202.76i $544,696,052 SEC
2023   Q4 4,190,252 12.23 Reduce 22.62% 3.27 $147.62–194.13 · VW $167.11i $809,011,954 SEC
2023   Q3 5,415,218 14.44 Reduce 1.45% 0.32 $149.39–170.27 · VW $159.97i $890,640,905 SEC
2023   Q2 5,494,700 22.27 Reduce 6.30% 1.32 $123.17–158.54 · VW $146.03i $864,371,257 SEC
2023   Q1 5,864,000 20.91 Reduce 47.73% 13.95 $127.09–149.81 · VW $138.62i $784,310,000 SEC
2022   Q4 11,218,181 29.23 $126.97 $1,424,372,442 SEC
2022   Q3 11,218,181 30.40 Reduce 12.54% 3.91 $102.01–128.60 · VW $114.87i $1,154,688,000 SEC
2022   Q2 12,826,611 31.21 Add 12.49% 3.46 $105.58–142.77 · VW $118.98i $1,420,034,000 SEC
2022   Q1 11,402,731 26.09 Add 0.09% 0.02 $133.88–183.67 · VW $147.55i $1,558,411,000 SEC
2021   Q4 11,391,981 27.11 Reduce 10.50% 2.64 $138.00–182.76 · VW $163.32i $2,022,084,000 SEC
2021   Q3 12,728,931 25.11 Reduce 2.96% 0.70 $135.80–148.67 · VW $141.33i $1,773,802,000 SEC
2021   Q2 13,117,373 23.56 Reduce 0.72% 0.14 $123.03–142.00 · VW $132.99i $1,821,217,000 SEC
2021   Q1 13,212,239 19.88 Buy 19.88 $116.70–127.04 · VW $121.28i $1,580,052,000 SEC
Price snapshot:
Current price$233.19
Avg. buy price$125.70
+/- since buy85.51%
52-week low$204.50
52-week high$269.59