First Eagle Investment's FERG Position Overview
First Eagle Investment (via First Eagle Investment Management, LLC) currently holds 659,054 shares of Ferguson Enterprises Inc. (FERG) worth $156.41 M, representing 0.26% of the portfolio. First purchased in 1970-Q1, this long-term strategic position has been held for 226 quarters.
Based on 13F filings since 2013, First Eagle Investment has maintained a long-term strategic position in FERG, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2025, adding 534,095 shares. Largest reduction occurred in Q3 2025, reducing 771 shares.
Analysis based on 13F filings available since 2013 Q2
First Eagle Investment's Ferguson Enterprises (FERG) Holding Value Over Time
Track share changes against reported price movement
Quarterly Ferguson Enterprises (FERG) Trades by First Eagle Investment
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +25,745 | Add 4.07% | 659,054 | $237.33 |
| Q1 2026 | +3,864 | Add 0.61% | 633,309 | $233.26 |
| Q4 2025 | +30,216 | Add 5.04% | 629,445 | $222.63 |
| Q3 2025 | -771 | Reduce 0.13% | 599,229 | $224.58 |
| Q2 2025 | +600,000 | New Buy | 600,000 | $217.75 |
| Q1 1970 | +65,905 | Add 0.00% | 65,905 | $2373.31 |
First Eagle Investment's Ferguson Enterprises Investment FAQs
First Eagle Investment first purchased Ferguson Enterprises Inc. (FERG) in Q1 1970, acquiring 65,905 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
First Eagle Investment has held Ferguson Enterprises Inc. (FERG) for 226 quarters since Q1 1970.
First Eagle Investment's largest addition to Ferguson Enterprises Inc. (FERG) was in Q2 2025, adding 600,000 shares worth $130.65 M.
According to the latest 13F filing for Q2 2026, First Eagle Investment's firm, First Eagle Investment Management, LLC, owns 659,054 shares of Ferguson Enterprises Inc. (FERG), valued at approximately $156.41 M.
As of the Q2 2026 filing, Ferguson Enterprises Inc. (FERG) represents approximately 0.26% of First Eagle Investment's publicly disclosed stock portfolio, making it one of their key holdings.
First Eagle Investment's peak holding in Ferguson Enterprises Inc. (FERG) was 659,054 shares, as reported at the end of Q2 2026.