Joel Greenblatt's FERG Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 128,447 shares of Ferguson Enterprises Inc. (FERG) worth $28.6 M, representing 0.10% of the portfolio. First purchased in 2024-Q3, this short-term holding has been held for 6 quarters.
Based on 13F filings, Joel Greenblatt has maintained this position in FERG for several quarters, showing initial confidence in the investment. Largest addition occurred in Q3 2025, adding 75,307 shares. Largest reduction occurred in Q4 2025, reducing 36,834 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Ferguson Enterprises (FERG) Holding Value Over Time
Track share changes against reported price movement
Quarterly Ferguson Enterprises (FERG) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -36,834 | Reduce 22.29% | 128,447 | $222.63 |
| Q3 2025 | +75,307 | Add 83.70% | 165,281 | $224.58 |
| Q2 2025 | +65,166 | Add 262.68% | 89,974 | $217.75 |
| Q1 2025 | +15,870 | Add 177.56% | 24,808 | $160.23 |
| Q4 2024 | -1,510 | Reduce 14.45% | 8,938 | $173.57 |
| Q3 2024 | +10,448 | New Buy | 10,448 | $198.57 |
Joel Greenblatt's Ferguson Enterprises Investment FAQs
Joel Greenblatt first purchased Ferguson Enterprises Inc. (FERG) in Q3 2024, acquiring 10,448 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Ferguson Enterprises Inc. (FERG) for 6 quarters since Q3 2024.
Joel Greenblatt's largest addition to Ferguson Enterprises Inc. (FERG) was in Q3 2025, adding 165,281 shares worth $37.12 M.
According to the latest 13F filing for Q4 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 128,447 shares of Ferguson Enterprises Inc. (FERG), valued at approximately $28.6 M.
As of the Q4 2025 filing, Ferguson Enterprises Inc. (FERG) represents approximately 0.10% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Ferguson Enterprises Inc. (FERG) was 165,281 shares, as reported at the end of Q3 2025.