EC
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Eminence Capital’s Ferguson FERG Stock Holding History

Eminence Capital’s Portfolio FERG Stock Details FERG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-645,805
Closed -$151M – 12
2026
Q1 		$151M Buy
645,805
+145,998
+29% +$35.5M 3.45% 11
2025
Q4 		$111M Sell
499,807
-173,777
-26% -$41.5M 1.76% 27
2025
Q3 		$151M Sell
673,584
-110,031
-14% -$24.9M 1.83% 22
2025
Q2 		$171M Buy
783,615
+49,357
+7% +$9.09M 2.05% 21
2025
Q1 		$118M Sell
734,258
-43,707
-6% -$7.58M 1.97% 24
2024
Q4 		$135M Buy
777,965
+482,066
+163% +$95.7M 2.07% 23
2024
Q3 		$58.8M Sell
295,899
-120,475
-29% -$24.4M 0.83% 41
2024
Q2 		$80.6M Sell
416,374
-4,037
-1% -$847K 1.3% 34
2024
Q1 		$91.8M Sell
420,411
-29,545
-7% -$5.89M 1.3% 32
2023
Q4 		$86.9M Sell
449,956
-72,124
-14% -$12.2M 1.3% 34
2023
Q3 		$85.9M Sell
522,080
-130,785
-20% -$20.7M 1.7% 29
2023
Q2 		$103M Sell
652,865
-188,434
-22% -$26.8M 1.35% 24
2023
Q1 		$113M Sell
841,299
-543,221
-39% -$75.5M 1.6% 24
2022
Q4 		$176M Sell
1,384,520
-11,177
-0.8% -$1.3M 3.26% 3
2022
Q3 		$144M Buy
1,395,697
+383,571
+38% +$44.8M 3% 4
2022
Q2 		$112M Buy
+1,012,126
New +$123M 2.23% 13

Other funds holding FERG

ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

Eminence Capital's FERG Position: Q2 2026 in Review

Eminence Capital sold out of Ferguson (FERG) in Q2 2026, closing a stake of 645,805 shares — an estimated $151M sold.

Eminence Capital first reported a position in FERG in Q2 2022 and held it in 16 quarters. The position peaked at $176M in Q4 2022. 207 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • Eminence Capital reported no remaining Ferguson position as of Q2 2026 after selling out during the quarter.
  • Eminence Capital sold 645,805 Ferguson shares in Q2 2026, an estimated $151M.
  • Eminence Capital first reported a position in Ferguson in Q2 2022 and held it in 16 quarters.
  • Eminence Capital's Ferguson position peaked at $176M in Q4 2022.
  • 207 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on Eminence Capital's 13F filing for Q2 2026.