Southpoint Capital Advisors’s Ferguson FERG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$89.8M Buy
2025
Q2
$65.3M Sell
2025
Q1
$96.1M Buy
2024
Q4
$52.1M Sell
2024
Q3
$139M Buy
2024
Q2
$58.1M Sell
2024
Q1
$87.4M Sell
2023
Q4
$96.5M Sell
2023
Q3
$115M Sell
2023
Q2
$205M Sell
2023
Q1
$281M Sell
2022
Q4
$330M Buy
2022
Q3
$247M Buy
2022
Q2
$232M Buy
2022
Q1
$93.9M Buy
2021
Q4
$94.5M Hold
2021
Q3
$73.5M Sell
2021
Q2
$209M Sell
2021
Q1
$216M Buy