FERG β€” Ferguson Enterprises

Ownership history in FIDUCIARY MANAGEMENT INC /WI/  Β·  7 quarters on record

AI Ownership Summary

FIDUCIARY MANAGEMENT INC /WI/ reported Ferguson Enterprises (FERG) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 5.68% in 2025 Q2. The latest visible filing shows FERG at 3.64% 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 FIDUCIARY MANAGEMENT INC /WI/'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
2025 Q4

FERG was reported at 3.64% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.68% 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 FIDUCIARY MANAGEMENT INC /WI/ 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 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 1,486,106 -495,516 -25.0% 3.64% $330.9M 2026-02-14 (Est.) $260.39
2025 Q3 REDUCED 1,981,622 -734,446 -27.0% 4.50% $445.0M 2025-11-14 $240.93
2025 Q2 REDUCED 2,716,068 -138,652 -4.9% 5.68% $591.4M 2025-08-14 $225.43
2025 Q1 ADDED 2,854,720 +64,043 +2.3% 4.42% $457.4M 2025-05-14 $172.45
2024 Q4 REDUCED 2,790,677 -163,654 -5.5% 4.52% $484.4M 2025-02-13 $179.81
2024 Q3 ADDED 2,954,331 +1,302,058 +78.8% 5.14% $586.6M 2024-11-14 $198.18
2024 Q2 INITIATED 1,652,273 β€” β€” 2.98% $320.0M 2024-08-13 $197.24

FAQ About FIDUCIARY MANAGEMENT INC /WI/ and FERG

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

How long has FIDUCIARY MANAGEMENT INC /WI/ reported owning FERG?

FIDUCIARY MANAGEMENT INC /WI/ reported FERG across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported FERG position in FIDUCIARY MANAGEMENT INC /WI/'s portfolio?

The largest reported portfolio weight for FERG was 5.68% in 2025 Q2.

What is the latest reported FERG position on this page?

The most recent filing on this page is 2025 Q4, when FIDUCIARY MANAGEMENT INC /WI/ reported 1,486,106 shares, equal to 3.64% of portfolio, with an estimated market value of $330.9M.

What does the chart on this FERG ownership page compare?

The chart compares FIDUCIARY MANAGEMENT INC /WI/'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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