FERG β€” FERGUSON ENTERPRISES INC.

Ownership history in BECK MACK & OLIVER LLC  Β·  7 quarters on record

AI Ownership Summary

BECK MACK & OLIVER LLC reported FERGUSON ENTERPRISES INC. (FERG) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 3.58% in 2025 Q2. The latest visible filing shows FERG at 3.41% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FERG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BECK MACK & OLIVER LLC's position in FERGUSON ENTERPRISES INC., and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

FERG was reported at 3.41% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.58% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BECK MACK & OLIVER LLC held FERG β€” position size vs. price
% of Fund (quarterly)    FERG price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 843,478 -5,040 -0.6% 3.41% $187.8M 2026-02-14 (Est.) $260.39
2025 Q3 REDUCED 848,518 -13,366 -1.6% 3.47% $190.6M 2025-11-14 $240.93
2025 Q2 ADDED 861,884 +1,110 +0.1% 3.58% $187.7M 2025-08-14 $225.43
2025 Q1 ADDED 860,774 +221,326 +34.6% 2.75% $137.9M 2025-05-15 $178.95
2024 Q4 ADDED 639,448 +57,705 +9.9% 2.05% $111.0M 2025-02-13 $179.81
2024 Q3 ADDED 581,743 +60,035 +11.5% 2.25% $115.5M 2024-11-13 $200.41
2024 Q2 INITIATED 521,708 β€” β€” 2.09% $101.0M 2024-08-14 $198.27

FAQ About BECK MACK & OLIVER LLC and FERG

These are the practical questions this page is built to answer before you even open the full history table.

How long has BECK MACK & OLIVER LLC reported owning FERG?

BECK MACK & OLIVER LLC reported FERG across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported FERG position in BECK MACK & OLIVER LLC's portfolio?

The largest reported portfolio weight for FERG was 3.58% in 2025 Q2.

What is the latest reported FERG position on this page?

The most recent filing on this page is 2025 Q4, when BECK MACK & OLIVER LLC reported 843,478 shares, equal to 3.41% of portfolio, with an estimated market value of $187.8M.

What does the chart on this FERG ownership page compare?

The chart compares BECK MACK & OLIVER LLC's quarterly FERG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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