Thomas Gayner - Markel Group
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    129
Portfolio value:    $11,938,885,174
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 170,700 0.33 Add 4.40% 0.01 $214.51–271.64 · VW $246.76i $39,817,482 SEC
2025   Q4 163,500 0.29 Add 11.22% 0.03 $221.50–256.93 · VW $240.19i $36,400,005 SEC
2025   Q3 147,000 0.27 Add 9.29% 0.02 $207.64–243.40 · VW $225.22i $33,013,260 SEC
2025   Q2 134,500 0.25 Add 9.35% 0.02 $146.00–221.05 · VW $181.15i $29,287,375 SEC
2025   Q1 123,000 0.18 Add 16.04% 0.02 $152.52–187.82 · VW $171.31i $19,708,290 SEC
2024   Q4 106,000 0.16 Add 25.44% 0.03 $171.68–223.22 · VW $197.61i $18,398,420 SEC
2024   Q3 84,500 0.15 Add 19.86% 0.02 $183.63–225.63 · VW $204.20i $16,779,165 SEC
2024   Q2 70,500 0.13 Add 22.61% 0.02 $189.85–224.86 · VW $206.74i $13,652,325 SEC
2024   Q1 57,500 0.12 Add 49.35% 0.04 $183.74–222.39 · VW $202.76i $12,559,725 SEC
2023   Q4 38,500 0.08 Add 541.67% 0.07 $147.62–194.13 · VW $167.11i $7,433,195 SEC
2023   Q3 6,000 0.01 Buy 0.01 $149.39–170.27 · VW $159.97i $986,820 SEC
Price snapshot:
Current price$233.19
Avg. buy price$198.18
+/- since buy17.67%
52-week low$204.50
52-week high$269.59