1 tracked superinvestor hold Ferguson Enterprises Inc (GSM), worth $116M combined, led by Steven Romick. Smart money is accumulating GSM as of the latest 13F filings.
Current price
$4.67
Superinvestors holding
1
tracked 13F / N-PORT funds
Combined value
$116M
disclosed long exposure
Tier-1 conviction
0
concentrated holders
Net this quarter
+1
1 buying · 0 selling
Smart money is net accumulating GSM: 1 funds added or opened versus 0 trimming. 1 opened a brand-new position.
Ferguson Enterprises Inc (GSM) appears mainly in diversified and quant books here (1 funds, $116M combined) rather than in concentrated conviction portfolios — read the holders below with that in mind.
The largest position belongs to Steven Romick at 1.6% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
This quarter 1 fund opened a brand-new position (Steven Romick), with 0 adding and 0 trimming — a net accumulation signal.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| New buy | 1.6% | $116M |
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 GSM?
1 tracked funds hold Ferguson Enterprises Inc (GSM), the largest being Steven Romick (FPA Crescent) at 1.6% of its 13F portfolio. 0 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling GSM?
In the most recent 13F quarter, 1 tracked fund added or opened GSM and 0 trimmed it, including 1 brand-new position.
How much GSM do tracked funds hold?
Combined disclosed long exposure to GSM across tracked superinvestors is $116M 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.