FERG β€” Ferguson Enterprises

Ownership history in DUDLEY & SHANLEY, INC.  Β·  6 quarters on record

AI Ownership Summary

DUDLEY & SHANLEY, INC. reported Ferguson Enterprises (FERG) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 3.98% in 2026 Q1. The latest visible filing shows FERG at 3.98% 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 DUDLEY & SHANLEY, INC.'s position in Ferguson Enterprises, 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
2026 Q1

FERG was reported at 3.98% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.98% in 2026 Q1

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

Time in book
Holding Window
2024 Q4 to 2026 Q1

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 DUDLEY & SHANLEY, INC. held FERG β€” position size vs. price
% of Fund (quarterly)    FERG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 104,175 β€” 0% 3.98% $24.3M 2026-04-08 $249.20
2025 Q4 ADDED 104,175 +28,675 +38.0% 3.73% $23.2M 2026-01-09 $237.97
2025 Q3 UNCHANGED 75,500 β€” 0% 2.73% $17.0M 2025-10-08 $233.07
2025 Q2 REDUCED 75,500 -25,625 -25.3% 2.58% $16.4M 2025-07-09 $221.46
2025 Q1 REDUCED 101,125 -8,250 -7.5% 2.55% $16.2M 2025-04-09 $162.10
2024 Q4 INITIATED 109,375 β€” β€” 2.93% $19.0M 2025-01-03 $170.75

FAQ About DUDLEY & SHANLEY, INC. and FERG

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

How long has DUDLEY & SHANLEY, INC. reported owning FERG?

DUDLEY & SHANLEY, INC. reported FERG across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported FERG position in DUDLEY & SHANLEY, INC.'s portfolio?

The largest reported portfolio weight for FERG was 3.98% in 2026 Q1.

What is the latest reported FERG position on this page?

The most recent filing on this page is 2026 Q1, when DUDLEY & SHANLEY, INC. reported 104,175 shares, equal to 3.98% of portfolio, with an estimated market value of $24.3M.

What does the chart on this FERG ownership page compare?

The chart compares DUDLEY & SHANLEY, INC.'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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