Lighthouse Investment Partners’s Ferguson FERG Stock Holding History

Lighthouse Investment Partners’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 Q1	$5.4M	Buy	+23,164	New	+$5.64M	0.19%	176
2025 Q2	–	Sell	-6,384	Closed	-$1.02M	–	602
2025 Q1	$1.02M	Buy	+6,384	New	+$1.11M	0.04%	330
2024 Q4	–	Sell	-3,751	Closed	-$745K	–	549
2024 Q3	$745K	Sell	3,751 -775	-17%	-$157K	0.03%	346
2024 Q2	$876K	Sell	4,526 -44,566	-91%	-$9.35M	0.03%	298
2024 Q1	$10.7M	Sell	49,092 -11,314	-19%	-$2.25M	0.5%	45
2023 Q4	$11.7M	Buy	60,406 +10,406	+21%	+$1.76M	0.53%	34
2023 Q3	$8.22M	Buy	50,000 +26,250	+111%	+$4.14M	0.34%	62
2023 Q2	$3.74M	Sell	23,750 -122,344	-84%	-$17.4M	0.2%	117
2023 Q1	$19.5M	Buy	146,094 +85,029	+139%	+$11.8M	1.3%	8
2022 Q4	$7.75M	Sell	61,065 -125,254	-67%	-$14.6M	0.86%	25
2022 Q3	$19.2M	Sell	186,319 -17,681	-9%	-$2.06M	3.81%	5
2022 Q2	$22.6M	Buy	+204,000	New	+$24.7M	7.88%	1

Other funds holding FERG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Lighthouse Investment Partners's FERG Position: Q1 2026 in Review

Lighthouse Investment Partners opened a new position in Ferguson (FERG) in Q1 2026: 23,164 shares worth $5.4M. The stake represents 0.19% of the portfolio and ranks #176 among its holdings. This is a return to the name: Lighthouse Investment Partners previously reported a position in FERG as recently as Q1 2025.

Lighthouse Investment Partners first reported a position in FERG in Q2 2022 and has held it in 12 quarters since. The position peaked at $22.6M in Q2 2022. 928 funds tracked by Wall St. Rank hold FERG as of Q1 2026.

Lighthouse Investment Partners held 23,164 shares of Ferguson worth $5.4M as of Q1 2026.
Ferguson was a new Lighthouse Investment Partners position in Q1 2026.
Ferguson made up 0.19% of Lighthouse Investment Partners's portfolio in Q1 2026, its #176 holding.
Lighthouse Investment Partners first reported a position in Ferguson in Q2 2022 and has held it in 12 quarters since.
Lighthouse Investment Partners's Ferguson position peaked at $22.6M in Q2 2022.
928 funds tracked by Wall St. Rank held Ferguson as of Q1 2026.

Based on Lighthouse Investment Partners's 13F filing for Q1 2026, filed 14 May 2026.