# Ferguson Enterprises (FERG): value investors who own it

8 value investors held Ferguson Enterprises in their Q3 2026 13F, led by Baupost Group, Cantillon Capital Management, First Pacific Advisors (FPA)…

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Baupost Group | 6.4% | $344m | Added +0.6% | 7 |
| Cantillon Capital Management | 2.9% | $19.1m | Trimmed -95% | 8 |
| First Pacific Advisors (FPA) | 2.3% | $187m | Trimmed -3.7% | 8 |
| Markel Group | 0.3% | $42.8m | Added +5.6% | 8 |
| Giverny Capital | 0.3% | $8.9m | Added +1.8% | 7 |
| First Eagle Investment Management | 0.3% | $156m | Added +4.1% | 5 |
| Weitz Investment Management | 0.1% | $1.2m | Unchanged | 2 |
| Ruane, Cunniff & Goldfarb (Sequoia) | 0.0% | $237k | Unchanged | 5 |

## Directors buying and selling (Form 4, last 12 months)

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-10-16 | Graham Ian T. | See Remarks | Sold | 1097 | $252k |
| 2026-10-15 | Murphy Kevin Michael | See Remarks | Sold | 1776 | $399k |
| 2026-10-15 | Stirrup Allison | Chief Human Resources Officer | Sold | 922 | $207k |
| 2026-10-15 | Thees William T. Jr | Chief Operating Officer | Sold | 353 | $79k |
| 2026-10-15 | Schlicher Jake | Chief Strategy Officer | Sold | 314 | $70k |
| 2026-10-15 | Graham Ian T. | See Remarks | Sold | 238 | $53k |
| 2026-10-15 | Camposano Robert Anthony Jr. | Senior VP - Waterworks | Sold | 185 | $42k |
| 2026-10-14 | Murphy Kevin Michael | See Remarks | Sold | 685 | $151k |
| 2026-10-14 | Thees William T. Jr | Chief Operating Officer | Sold | 217 | $48k |
| 2026-10-14 | Camposano Robert Anthony Jr. | Senior VP - Waterworks | Sold | 201 | $44k |
| 2026-10-14 | Graham Ian T. | See Remarks | Sold | 99 | $22k |
| 2026-10-12 | Murphy Kevin Michael | See Remarks | Sold | 11259 | $2.4m |
| 2026-10-12 | Brundage William | Chief Financial Officer | Sold | 5986 | $1.3m |
| 2026-10-12 | Thees William T. Jr | Chief Operating Officer | Sold | 3510 | $772k |
| 2026-10-12 | Schlicher Jake | Chief Strategy Officer | Sold | 3138 | $686k |
| 2026-10-12 | Graham Ian T. | See Remarks | Sold | 1854 | $406k |
| 2026-10-12 | Camposano Robert Anthony Jr. | Senior VP - Waterworks | Sold | 1580 | $346k |
| 2026-08-28 | Schlicher Jake | Chief Strategy Officer | Sold | 5177 | $1.2m |

## Fund holders

| Fund | Manager | Weight | Value | As at |
| --- | --- | --- | --- | --- |
| First Eagle Global Fund | First Eagle Investment Management | 0.1% | $104m | 2026-07-31 |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/ferg). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.