2 tracked superinvestors hold FERGUSON ENTERPRISES INC (FERG), worth $651M combined, led by Seth Klarman. Smart money is holding FERG as of the latest 13F filings.
Current price
$228.41
-2.6%
1Y
Ferguson plc operates as a major supplier of plumbing, heating, and related industrial products throughout the United States and Canada. The company serves a diverse client base, providing essential solutions for residential, commercial, civil/infrastructure, and industrial projects. Its extensive product range encompasses core plumbing and heating supplies, such as pipes, valves, fittings, water…
Market cap
$51.4B
P/E
25.99
Div yield
1.6%
Revenue YoY
-71.6%
Analyst target
$287
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
2
tracked 13F / N-PORT funds
Combined value
$651M
disclosed long exposure
Tier-1 conviction
1
concentrated holders
Net this quarter
0
0 buying · 0 selling
Smart money is holding FERG steady this quarter — buys and sells are balanced.
FERGUSON ENTERPRISES INC (FERG) is held by 2 tracked funds worth $651M combined, 1 of them concentrated Tier-1 managers whose positions carry real conviction.
The highest-conviction holder is Seth Klarman, who has committed 6.4% of their portfolio to it.
Tracked holders were largely static this quarter — no new opens, adds or trims of size — suggesting the position is being held rather than actively traded.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Held | 6.4% | $344M | |
| Held | 1.4% | $307M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
1 insider filed SEC Form 144 for $1M of proposed sales in the last 90 days. A 144 is filed before the trade — see who else is selling.
| Insider | Role | Shares | Value | Filed |
|---|---|---|---|---|
| Schlicher Jake | Officer | 5,177 | $1M | 2026-08-28 |
Which superinvestors own FERG?
2 tracked funds hold FERGUSON ENTERPRISES INC (FERG), the largest being Seth Klarman (Baupost Group) at 6.4% of its 13F portfolio. 1 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling FERG?
In the most recent 13F quarter, 0 tracked funds added or opened FERG and 0 trimmed it.
How much FERG do tracked funds hold?
Combined disclosed long exposure to FERG across tracked superinvestors is $651M as of the Jun 2026 filings.
One email when a tracked manager opens, adds to or files to sell a position — from Form 4, 13D and Form 144, not the 45-day-old 13F.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Jun 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.