LC
FERG icon

L1 Capital’s Ferguson FERG Stock Holding History

L1 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 		$20M Buy
+84,104
New +$20.3M 0.67% 20
2022
Q4 		– Sell
-342,310
Closed -$35.2M – 14
2022
Q3 		$35.2M Buy
342,310
+170,308
+99% +$19.9M 6.89% 8
2022
Q2 		$21.7M Buy
+172,002
New +$20.8M 4.23% 8

Other funds holding FERG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

L1 Capital's FERG Position: Q2 2026 in Review

L1 Capital opened a new position in Ferguson (FERG) in Q2 2026: 84,104 shares worth $20M. The stake represents 0.67% of the portfolio and ranks #20 among its holdings. This is a return to the name: L1 Capital previously reported a position in FERG as recently as Q3 2022.

L1 Capital first reported a position in FERG in Q2 2022 and has held it in 3 quarters since. The position peaked at $35.2M in Q3 2022. 946 funds tracked by Wall St. Rank hold FERG as of Q2 2026.

  • L1 Capital held 84,104 shares of Ferguson worth $20M as of Q2 2026.
  • Ferguson was a new L1 Capital position in Q2 2026.
  • Ferguson made up 0.67% of L1 Capital's portfolio in Q2 2026, its #20 holding.
  • L1 Capital first reported a position in Ferguson in Q2 2022 and has held it in 3 quarters since.
  • L1 Capital's Ferguson position peaked at $35.2M in Q3 2022.
  • 946 funds tracked by Wall St. Rank held Ferguson as of Q2 2026.

Based on L1 Capital's 13F filing for Q2 2026, filed 13 Aug 2026.