Francois Rochon's FERG Position Overview
Francois Rochon (via Giverny Capital Inc.) currently holds 37,380 shares of Ferguson Enterprises Inc. (FERG) worth $8.87 M, representing 0.30% 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, Francois Rochon has maintained a long-term strategic position in FERG, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2024, adding 33,708 shares. Largest reduction occurred in Q3 2024, reducing 29,765 shares.
Analysis based on 13F filings available since 2013 Q2
Francois Rochon's Ferguson Enterprises (FERG) Holding Value Over Time
Track share changes against reported price movement
Quarterly Ferguson Enterprises (FERG) Trades by Francois Rochon
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +652 | Add 1.78% | 37,380 | $237.33 |
| Q1 2026 | +354 | Add 0.97% | 36,728 | $233.26 |
| Q4 2025 | +871 | Add 2.45% | 36,374 | $222.63 |
| Q3 2025 | -176 | Reduce 0.49% | 35,503 | $224.58 |
| Q2 2025 | +1,293 | Add 3.76% | 35,679 | $217.75 |
| Q1 2025 | +678 | Add 2.01% | 34,386 | $160.23 |
| Q4 2024 | +33,708 | New Buy | 33,708 | $173.57 |
| Q3 2024 | -29,765 | Sold Out | 0 | $0.00 |
| Q2 2024 | +855 | Add 2.96% | 29,765 | $193.65 |
| Q1 2024 | +1,942 | Add 7.20% | 28,910 | $218.43 |
| Q4 2023 | +783 | Add 2.99% | 26,968 | $193.07 |
| Q3 2023 | +26,185 | New Buy | 26,185 | $164.47 |
| Q1 1970 | +3,738 | Add 0.00% | 3,738 | $2373.30 |
Francois Rochon's Ferguson Enterprises Investment FAQs
Francois Rochon first purchased Ferguson Enterprises Inc. (FERG) in Q1 1970, acquiring 3,738 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Francois Rochon has held Ferguson Enterprises Inc. (FERG) for 226 quarters since Q1 1970.
Francois Rochon's largest addition to Ferguson Enterprises Inc. (FERG) was in Q4 2024, adding 33,708 shares worth $5.85 M.
According to the latest 13F filing for Q2 2026, Francois Rochon's firm, Giverny Capital Inc., owns 37,380 shares of Ferguson Enterprises Inc. (FERG), valued at approximately $8.87 M.
As of the Q2 2026 filing, Ferguson Enterprises Inc. (FERG) represents approximately 0.30% of Francois Rochon's publicly disclosed stock portfolio, making it one of their key holdings.
Francois Rochon's peak holding in Ferguson Enterprises Inc. (FERG) was 37,380 shares, as reported at the end of Q2 2026.