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$FERG:NYSE · FERGUSON ENTERPRISES INC

Sector: energygrid

Ferguson Enterprises is a distributor of plumbing, HVAC, waterworks, and related building products, serving residential and commercial contractors and industrial customers, primarily in North America.

7 tracked filer(s) hold this · 0 opened, 3 added, 3 trimmed in 31-MAR-2026

Aggregate 13FScore 65 — mean of 7 scored holder(s) · buyers (new/add) avg 61. Higher = the smart money in this name has the better track record.

Filer13FScoreThis quarterSharesValue% of their book
59 North Capital Management, LP (auto-surfaced)52Added +14%1,427,341$332,941,5629.9%
Seth Klarman / Baupost64Added +27%1,442,411$336,4576.6%
François Rochon / Giverny68Added +1%36,728$8,567,1730.3%
Ruane Cunniff / Sequoia Fund76Holds (flat)1,000$233,2600.0%
Foxhaven Asset Management, LP (auto-surfaced)81Trimmed -8%1,374,460$320,606,54010.1%
Louis Bacon / Moore56Trimmed -92%13,583$3,168,3710.1%
Bridgewater55Trimmed -26%38,304$8,934,7910.0%

Beyond 13F — activists, insiders, politicians & research

Congressional trades all politician trades →

1 disclosed trade(s) by 1 filer(s).

Trade dateWhoTypeAmount
2025-12-12Richard W. Allen GA12BUY$15,001 - $50,000PTR

Trump & executive branch trades all Trump/exec trades →

3 disclosed trade(s) by 1 filer(s).

Trade dateWhoTypeAmount
2026-07-01Trump, Donald J PresidentSELL$15,001 - $50,000PTR
2026-05-14Trump, Donald J PresidentBUY$1,001 - $15,000PTR
2026-05-14Trump, Donald J PresidentBUY$15,004 - $50,000PTR

Every tracked holder of this name, sorted new → added → flat → trimmed. Shares = reported 13F share count; Value as reported (a few managers file values in $thousands). Generated 2026-07-20.