Which superinvestors hold Ferguson Enterprises Inc (FERG)?

Per the latest SEC 13F filings, 12 superinvestors hold Ferguson Enterprises Inc (FERG): Henry Ellenbogen, Seth Klarman, John Armitage, Steven Romick, Thomas Gayner, William von Mueffling, Ray Dalio, François Rochon, Jeremy Grantham, Wallace Weitz, Ruane, Cunniff (Sequoia), Brian Bares. Combined value held is about $1.56B, with Henry Ellenbogen the largest holder.

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Ferguson Enterprises Inc

FERG

Held by 12 superinvestors.

Price$235.73

Holders12

Total value$1.56B

SEC 10-K · fundamentals

Business quality

as of 2026-06-30

Revenue growth: +4.6%
Net margin: 7.6%
ROE: 10.7%
FCF margin: -2.3%

What makes a business high quality

SEC 13F · holders

Superinvestors Holding This Security

12 holders · $1.56B combined · this quarter +0 opened / -0 exited

This quarter6 added3 trimmed

Holders 6 → 11 · last 8q

Investor	Value	Shares	Weight (prev→now)
Henry Ellenbogen	$707.2M	2,979,735	5.3% → 6.9% ▲
Seth Klarman	$344.3M	1,450,594	6.6% → 6.4% ▼
John Armitage	$238.8M	1,006,024	1.6% → 2.3% ▲
Steven Romick	$186.7M	786,822	2.7% → 2.3% ▼
Thomas Gayner	$42.8M	180,200	0.3% → 0.3% ▼
William von Mueffling	$19.1M	80,548	2.7% → 2.9% ▲
Ray Dalio	$10.6M	44,686	0.0% → 0.0% ▲
François Rochon	$8.9M	37,380	0.3% → 0.3% ▼
Jeremy Grantham	$3.8M	15,921	0.0% → 0.0% ▼
Wallace Weitz	$1.2M	5,200	0.1% → 0.1% ▲

Henry Ellenbogen
Value$707.2MWeight (prev→now)5.3% → 6.9% ▲
Seth Klarman
Value$344.3MWeight (prev→now)6.6% → 6.4% ▼
John Armitage
Value$238.8MWeight (prev→now)1.6% → 2.3% ▲
Steven Romick
Value$186.7MWeight (prev→now)2.7% → 2.3% ▼
Thomas Gayner
Value$42.8MWeight (prev→now)0.3% → 0.3% ▼
William von Mueffling
Value$19.1MWeight (prev→now)2.7% → 2.9% ▲
Ray Dalio
Value$10.6MWeight (prev→now)0.0% → 0.0% ▲
François Rochon
Value$8.9MWeight (prev→now)0.3% → 0.3% ▼
Jeremy Grantham
Value$3.8MWeight (prev→now)0.0% → 0.0% ▼
Wallace Weitz
Value$1.2MWeight (prev→now)0.1% → 0.1% ▲

Show all 12 holders ▸

Investor	Value	Shares	Weight (prev→now)
Ruane, Cunniff (Sequoia)	$237,330	1,000	0.0% → 0.0% ▼
Brian BaresQ3 2025	$23,132	103	0.0% → 0.0% ▼

Ruane, Cunniff (Sequoia)
Value$237,330Weight (prev→now)0.0% → 0.0% ▼
Brian BaresQ3 2025
Value$23,132Weight (prev→now)0.0% → 0.0% ▼

SEC 13F · notes

Written summary

Ferguson Enterprises Inc (FERG) is held by 12 of the superinvestors tracked on Compounder, with a combined $1.56B in reported 13F value. The largest position belongs to Henry Ellenbogen, where it makes up 6.9% of the portfolio.

Other notable holders by value include Seth Klarman (6.4% of its book), John Armitage (2.3% of its book) and Steven Romick (2.3% of its book).

Over the latest quarter, 0 of the tracked filers opened a new position in FERG, 6 added to existing ones, 3 trimmed, and 0 sold out entirely.

Holder counts and values reflect the most recent SEC Form 13F filings, through the quarter ended 2026-06-30. Source: SEC EDGAR. A 13F shows only long US-listed positions and can lag the real portfolio by up to 45 days, so this is disclosed long ownership, not a complete picture.

How to read a 13F

SEC 13F · co-ownership

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Also on

Sources· SEC EDGAR 13F as of 2026-06-30 · filed 2026-08-14

Educational data only — not investment advice. 13F positions are self-reported and can lag up to 45 days.

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