Francois Rochon's FERG Position Overview
Francois Rochon (via Giverny Capital Inc.) currently holds 35.5K shares of Ferguson Enterprises Inc. (FERG) worth $7.97 M, representing 0.24% of the portfolio. First purchased in 2023-Q3, this medium-term investment has been held for 9 quarters.
Based on 13F filings, Francois Rochon has maintained a strategic position in FERG, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2024, adding 3.9K shares. Largest reduction occurred in Q3 2025, reducing 176 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2023 | +26,185 | New Buy | 26,185 | $164.47 |
| Q4 2023 | +783 | Add 2.99% | 26,968 | $193.07 |
| Q1 2024 | +1,942 | Add 7.20% | 28,910 | $218.43 |
| Q2 2024 | +855 | Add 2.96% | 29,765 | $193.65 |
| Q3 2024 | -29,765 | Sold Out | 29,765 | $0.00 |
| Q4 2024 | +33,708 | New Buy | 33,708 | $173.57 |
| Q1 2025 | +678 | Add 2.01% | 34,386 | $160.23 |
| Q2 2025 | +1,293 | Add 3.76% | 35,679 | $217.75 |
| Q3 2025 | -176 | Reduce 0.49% | 35,503 | $224.58 |
Francois Rochon's Ferguson Enterprises Investment FAQs
Francois Rochon first purchased Ferguson Enterprises Inc. (FERG) in Q3 2023, acquiring 26,185 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 9 quarters since Q3 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Francois Rochon's largest addition to Ferguson Enterprises Inc. (FERG) was in Q4 2024, adding 33,708 shares worth $5.85 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Francois Rochon's firm, Giverny Capital Inc., owns 35,503 shares of Ferguson Enterprises Inc. (FERG), valued at approximately $7.97 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Ferguson Enterprises Inc. (FERG) represents approximately 0.24% of Francois Rochon's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Francois Rochon's peak holding in Ferguson Enterprises Inc. (FERG) was 35,679 shares, as reported at the end of Q2 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.