3 tracked superinvestors hold FERGUSON ENTERPRISES INC (FERG), worth $760M combined, led by Seth Klarman. Smart money is holding FERG as of the latest 13F filings.
Current price
$224.62
+2.9%
1Y
Ferguson plc distributes plumbing and heating products in the United States and Canada. It offers plumbing and heating solutions to customers in the residential, commercial, civil/infrastructure, and industrial end markets. The company also distributes pipes, valves, fittings, plumbing supplies, water heaters, kitchen and bathroom fixtures, and appliances; heating, ventilation, air conditioning,…
Market cap
$51.4B
P/E
25.99
Div yield
1.5%
Revenue YoY
3.8%
Analyst target
$289
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
3
tracked 13F / N-PORT funds
Combined value
$760M
disclosed long exposure
Tier-1 conviction
1
concentrated holders
Net this quarter
0
1 buying · 1 selling
Smart money is holding FERG steady this quarter — buys and sells are balanced.
FERGUSON ENTERPRISES INC (FERG) is held by 3 tracked funds worth $760M combined, 1 of them concentrated Tier-1 managers whose positions carry real conviction.
The highest-conviction holder is Seth Klarman, who has committed 6.6% of their portfolio to it.
No tracked fund opened a new position this quarter; 1 added and 1 trimmed, a net add.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Added | 6.6% | $336M | |
| Held | 1.5% | $302M | |
| Trimmed | 1.9% | $122M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
Which superinvestors own FERG?
3 tracked funds hold FERGUSON ENTERPRISES INC (FERG), the largest being Seth Klarman (Baupost Group) at 6.6% 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, 1 tracked fund added or opened FERG and 1 trimmed it.
How much FERG do tracked funds hold?
Combined disclosed long exposure to FERG across tracked superinvestors is $760M as of the Mar 2026 filings.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Mar 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.