Lee Ainslie's FERG Position Overview
Lee Ainslie (via Maverick Capital LTD) currently holds 14,734 shares of Ferguson Enterprises Inc. (FERG) worth $3.31 M, representing 0.04% of the portfolio. First purchased in 2022-Q2, this short-term holding has been held for 6 quarters.
Based on 13F filings, Lee Ainslie has maintained this position in FERG for several quarters, showing initial confidence in the investment. Largest addition occurred in Q4 2022, adding 17,205 shares. Largest reduction occurred in Q2 2023, reducing 179,527 shares.
Analysis based on 13F filings available since 2013 Q2
Lee Ainslie's Ferguson Enterprises (FERG) Holding Value Over Time
Track share changes against reported price movement
Quarterly Ferguson Enterprises (FERG) Trades by Lee Ainslie
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2022 | +271,743 | New Buy | 271,743 | $110.71 |
| Q3 2022 | +396 | Add 0.15% | 272,139 | $102.93 |
| Q4 2022 | +17,205 | Add 6.32% | 289,344 | $126.97 |
| Q1 2023 | -109,817 | Reduce 37.95% | 179,527 | $133.75 |
| Q2 2023 | -179,527 | Sold Out | 0 | $0.00 |
| Q3 2025 | +14,734 | New Buy | 14,734 | $224.58 |
Lee Ainslie's Ferguson Enterprises Investment FAQs
Lee Ainslie first purchased Ferguson Enterprises Inc. (FERG) in Q2 2022, acquiring 271,743 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Lee Ainslie has held Ferguson Enterprises Inc. (FERG) for 6 quarters since Q2 2022.
Lee Ainslie's largest addition to Ferguson Enterprises Inc. (FERG) was in Q2 2022, adding 271,743 shares worth $30.08 M.
According to the latest 13F filing for Q3 2025, Lee Ainslie's firm, Maverick Capital LTD, owns 14,734 shares of Ferguson Enterprises Inc. (FERG), valued at approximately $3.31 M.
As of the Q3 2025 filing, Ferguson Enterprises Inc. (FERG) represents approximately 0.04% of Lee Ainslie's publicly disclosed stock portfolio, making it one of their key holdings.
Lee Ainslie's peak holding in Ferguson Enterprises Inc. (FERG) was 289,344 shares, as reported at the end of Q4 2022.