Ferguson Enterprises Inc. – Investors and Politicians Who Own It
FERG
Investors who own it
14 tracked investors, $2.5B in shares, each from their latest 13F.
| Investor | Value | Share of portfolio |
|---|---|---|
Henry EllenbogenDurable Capital Partners, Q2 2026 | $707.2M | 6.88% |
Eric MandelblattSoroban Capital Partners, Q2 2026 | $576.4M | 1.21% |
Seth KlarmanBaupost Group, Q2 2026 | $344.3M | 6.36% |
Dan SundheimD1 Capital Partners, Q2 2026 | $304.3M | 0.87% |
John ArmitageEgerton Capital, Q2 2026 | $238.8M | 2.31% |
Gaurav KapadiaXN, Q2 2026 | $122.3M | 3.22% |
| $80.1M | 0.05% | |
Tom GaynerMarkel Group, Q2 2026 | $42.8M | 0.33% |
Gavin BakerAtreides Management, Q2 2026 | $35.1M | 0.24% |
Ray DalioBridgewater Associates, Q2 2026 | $10.6M | 0.04% |
Jeremy GranthamGMO (Grantham Mayo Van Otterloo), Q2 2026 | $3.8M | 0.01% |
Wally WeitzWeitz Investment Management, Q2 2026 | $1.2M | 0.09% |
Barry RitholtzRitholtz Wealth Management, Q2 2026 | $614.3K | 0.01% |
| $237.3K | 0.00% |
Politicians who own it
Estimated from annual disclosures and trades; values are rough estimates.
| Politician | Est. value | Share of portfolio |
|---|---|---|
Gilbert Ray Cisneros, Jr.D-CA · House | $179K | 0.42% |
Rick W. AllenR-GA · House | $31.9K | 0.43% |
Robert B. AderholtR-AL · House | $7.8K | 0.49% |
Investors buying and selling
| Investor | Action | Shares now |
|---|---|---|
| Henry Ellenbogen | Added +40% | 2,191,975 |
| Eric Mandelblatt | Reduced −19% | 2,398,367 |
| Seth Klarman | Added +27% | 1,442,411 |
| Dan Sundheim | New | 349,347 |
| John Armitage | Reduced −37% | 634,258 |
| Anand Parekh | Sold out | 0 |
| National Pension Service (Korea) | Added +12% | 333,559 |
| Gaurav Kapadia | Added +15% | 245,421 |
| Gavin Baker | Reduced −18% | 146,355 |
| Lee Ainslie | Sold out | 0 |
| Tom Gayner | Added +4.4% | 170,700 |
| Ray Dalio | Reduced −26% | 38,304 |
| Wally Weitz | New | 5,200 |
| Jeremy Grantham | Reduced −11% | 17,085 |
| Barry Ritholtz | Reduced −3.8% | 2,557 |
Politicians trading it
Latest Congress trades disclosed under the STOCK Act; amounts are ranges.
| Politician | Action | Traded |
|---|---|---|
Gilbert Ray Cisneros, Jr.D-CA · House | Bought$1K–$15K | Jul 16, 2026disclosed Sep 4, 2026 |
Rick W. AllenSpouseR-GA · House | Bought$15K–$50K | Dec 12, 2025disclosed Jan 15, 2026 |
Val T. HoyleSpouseD-OR · House | Sold$1K–$15K | Sep 23, 2025disclosed Oct 10, 2025 |
Gilbert Ray Cisneros, Jr.D-CA · House | Bought$1K–$15K | Apr 14, 2025disclosed May 6, 2025 |
Gilbert Ray Cisneros, Jr.D-CA · House | Bought$15K–$50K | Mar 17, 2025disclosed Apr 7, 2025 |
Gilbert Ray Cisneros, Jr.D-CA · House | Bought$1K–$15K | Jan 7, 2025disclosed Feb 11, 2025 |
Daniel S. GoldmanD-NY · House | Sold$1K–$15K | Jul 12, 2023disclosed Aug 13, 2023 |
Daniel S. GoldmanD-NY · House | Sold$15K–$50K | Jul 10, 2023disclosed Aug 13, 2023 |