FERGUSON ENTERPRISES INC
| Manager | % of Portfolio | Activity | Shares | Value | Period |
|---|---|---|---|---|---|
| Thomas Gayner | 0.33% | Add 4% | 170.7K | $39.8M | Q1 2026 |
| Seth Klarman | 4.80% | Reduce 2% | 1.14M | $253.1M | Q4 2025 |
| Henry Ellenbogen | 3.29% | Add 43% | 1.56M | $347.6M | Q4 2025 |
| Francois Rochon | 0.27% | Add 2% | 36.4K | $8.1M | Q4 2025 |
| Matthew McLennan | 0.25% | Add 5% | 629.4K | $140.1M | Q4 2025 |
| Lee Ainslie | 0.05% | Add 50% | 22.1K | $4.9M | Q4 2025 |