John Armitage's FERG Position Overview
John Armitage (via Egerton Capital (Uk) Llp) currently holds 1.01 M shares of Ferguson Enterprises Inc. (FERG) worth $224.48 M, representing 2.44% of the portfolio. First purchased in 2025-Q2, this short-term holding has been held for 3 quarters.
Based on 13F filings, John Armitage has maintained this position in FERG for several quarters, showing initial confidence in the investment. Largest addition occurred in Q3 2025, adding 366,898 shares. Largest reduction occurred in Q4 2025, reducing 1.59 M shares.
Analysis based on 13F filings available since 2013 Q2
John Armitage's Ferguson Enterprises (FERG) Holding Value Over Time
Track share changes against reported price movement
Quarterly Ferguson Enterprises (FERG) Trades by John Armitage
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -1.59 M | Reduce 61.22% | 1.01 M | $222.63 |
| Q3 2025 | +366,898 | Add 16.43% | 2.6 M | $224.58 |
| Q2 2025 | +2.23 M | New Buy | 2.23 M | $217.75 |
John Armitage's Ferguson Enterprises Investment FAQs
John Armitage first purchased Ferguson Enterprises Inc. (FERG) in Q2 2025, acquiring 2,233,326 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
John Armitage has held Ferguson Enterprises Inc. (FERG) for 3 quarters since Q2 2025.
John Armitage's largest addition to Ferguson Enterprises Inc. (FERG) was in Q2 2025, adding 2,233,326 shares worth $486.31 M.
According to the latest 13F filing for Q4 2025, John Armitage's firm, Egerton Capital (Uk) Llp, owns 1,008,314 shares of Ferguson Enterprises Inc. (FERG), valued at approximately $224.48 M.
As of the Q4 2025 filing, Ferguson Enterprises Inc. (FERG) represents approximately 2.44% of John Armitage's publicly disclosed stock portfolio, making it one of their key holdings.
John Armitage's peak holding in Ferguson Enterprises Inc. (FERG) was 2,600,224 shares, as reported at the end of Q3 2025.