Giverny Capital
FERG icon

Giverny Capital’s Ferguson FERG Stock Holding History

Giverny 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
Q3 		$8.26M Sell
37,119
-261
-0.7% -$60.4K 0.28% 40
2026
Q2 		$8.87M Buy
37,380
+652
+2% +$157K 0.3% 41
2026
Q1 		$8.57M Buy
36,728
+354
+1% +$86.1K 0.31% 34
2025
Q4 		$8.1M Buy
36,374
+871
+2% +$208K 0.27% 33
2025
Q3 		$7.97M Sell
35,503
-176
-0.5% -$39.8K 0.27% 34
2025
Q2 		$7.77M Buy
35,679
+1,293
+4% +$238K 0.27% 36
2025
Q1 		$5.51M Buy
34,386
+678
+2% +$118K 0.2% 37
2024
Q4 		$5.85M Buy
+33,708
New +$6.69M 0.21% 36
2024
Q3 		– Sell
-29,765
Closed -$5.76M – 54
2024
Q2 		$5.76M Buy
29,765
+855
+3% +$179K 0.24% 36
2024
Q1 		$6.31M Buy
28,910
+1,942
+7% +$387K 0.26% 37
2023
Q4 		$5.21M Buy
26,968
+783
+3% +$132K 0.24% 37
2023
Q3 		$4.31M Buy
+26,185
New +$4.13M 0.23% 35

Other funds holding FERG

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Giverny Capital's FERG Position: Q3 2026 in Review

Giverny Capital reduced its Ferguson (FERG) stake by 0.7% in Q3 2026, selling an estimated $60.4K and leaving 37,119 shares worth $8.26M. The position accounts for 0.28% of the portfolio, ranked #40.

Giverny Capital first reported a position in FERG in Q3 2023 and has held it in 12 quarters since. The position peaked at $8.87M in Q2 2026. 791 funds tracked by Wall St. Rank hold FERG as of Q3 2026.

  • Giverny Capital held 37,119 shares of Ferguson worth $8.26M as of Q3 2026.
  • Giverny Capital sold 261 Ferguson shares in Q3 2026, an estimated $60.4K.
  • Ferguson made up 0.28% of Giverny Capital's portfolio in Q3 2026, its #40 holding.
  • Giverny Capital first reported a position in Ferguson in Q3 2023 and has held it in 12 quarters since.
  • Giverny Capital's Ferguson position peaked at $8.87M in Q2 2026.
  • 791 funds tracked by Wall St. Rank held Ferguson as of Q3 2026.

Based on Giverny Capital's 13F filing for Q3 2026, filed 12 Nov 2026.