{
 "company": "Ferguson Enterprises",
 "ticker": "FERG",
 "page": "https://www.moatshark.com/s/ferg",
 "note": "Source: SEC filings via moatshark. Values and changes are estimates; not investment advice.",
 "holders": [
  {
   "manager": "Baupost Group",
   "moatshark_slug": "baupost-group",
   "period": "2026-06-30",
   "portfolio_pct": 6.36,
   "value_usd": 344269000,
   "change": "ADD",
   "share_change_pct": 0.6,
   "quarters_held": 7
  },
  {
   "manager": "Cantillon Capital Management",
   "moatshark_slug": "cantillon-capital-management",
   "period": "2026-06-30",
   "portfolio_pct": 2.87,
   "value_usd": 19116457,
   "change": "REDUCE",
   "share_change_pct": -95.4,
   "quarters_held": 8
  },
  {
   "manager": "First Pacific Advisors (FPA)",
   "moatshark_slug": "first-pacific-advisors-fpa",
   "period": "2026-06-30",
   "portfolio_pct": 2.31,
   "value_usd": 186736465,
   "change": "REDUCE",
   "share_change_pct": -3.7,
   "quarters_held": 8
  },
  {
   "manager": "Markel Group",
   "moatshark_slug": "markel-group",
   "period": "2026-06-30",
   "portfolio_pct": 0.33,
   "value_usd": 42766866,
   "change": "ADD",
   "share_change_pct": 5.6,
   "quarters_held": 8
  },
  {
   "manager": "Giverny Capital",
   "moatshark_slug": "giverny-capital",
   "period": "2026-06-30",
   "portfolio_pct": 0.3,
   "value_usd": 8871395,
   "change": "ADD",
   "share_change_pct": 1.8,
   "quarters_held": 7
  },
  {
   "manager": "First Eagle Investment Management",
   "moatshark_slug": "first-eagle-investment-management",
   "period": "2026-06-30",
   "portfolio_pct": 0.26,
   "value_usd": 156413286,
   "change": "ADD",
   "share_change_pct": 4.1,
   "quarters_held": 5
  },
  {
   "manager": "Weitz Investment Management",
   "moatshark_slug": "weitz-investment-management",
   "period": "2026-06-30",
   "portfolio_pct": 0.09,
   "value_usd": 1234116,
   "change": "HOLD",
   "share_change_pct": 0,
   "quarters_held": 2
  },
  {
   "manager": "Ruane, Cunniff & Goldfarb (Sequoia)",
   "moatshark_slug": "ruane-cunniff-goldfarb-sequoia",
   "period": "2026-06-30",
   "portfolio_pct": 0,
   "value_usd": 237330,
   "change": "HOLD",
   "share_change_pct": 0,
   "quarters_held": 5
  }
 ]
}