Nelson Peltz's FERG Position Overview
Nelson Peltz (via Trian Fund Management, L.P.) currently holds 1.1M shares of Ferguson Enterprises Inc. (FERG) worth $243.97 M, representing 5.94% of the portfolio. First purchased in 2021-Q1, this medium-term investment has been held for 19 quarters.
Based on 13F filings, Nelson Peltz has maintained a strategic position in FERG, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2022, adding 1.4M shares. Largest reduction occurred in Q1 2023, reducing 5.4M shares.
Analysis based on 13F filings available since 2013 Q2
Nelson Peltz's Ferguson Enterprises (FERG) Holding Value Over Time
Track share changes against reported price movement
Quarterly Ferguson Enterprises (FERG) Trades by Nelson Peltz
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2021 | +13.21 M | New Buy | 13.21 M | $119.59 |
| Q2 2021 | -94,866 | Reduce 0.72% | 13.12 M | $138.84 |
| Q3 2021 | -388,442 | Reduce 2.96% | 12.73 M | $139.35 |
| Q4 2021 | -1.34 M | Reduce 10.50% | 11.39 M | $177.50 |
| Q1 2022 | +10,750 | Add 0.09% | 11.4 M | $136.67 |
| Q2 2022 | +1.42 M | Add 12.49% | 12.83 M | $110.71 |
| Q3 2022 | -1.61 M | Reduce 12.54% | 11.22 M | $102.93 |
| Q1 2023 | -5.35 M | Reduce 47.73% | 5.86 M | $133.75 |
| Q2 2023 | -369,300 | Reduce 6.30% | 5.49 M | $157.31 |
| Q3 2023 | -79,482 | Reduce 1.45% | 5.42 M | $164.47 |
| Q4 2023 | -1.22 M | Reduce 22.62% | 4.19 M | $193.07 |
| Q1 2024 | -1.7 M | Reduce 40.49% | 2.49 M | $218.43 |
| Q2 2024 | -539,824 | Reduce 21.65% | 1.95 M | $193.65 |
| Q3 2024 | -683,053 | Reduce 34.96% | 1.27 M | $198.57 |
| Q4 2024 | -33,536 | Reduce 2.64% | 1.24 M | $173.57 |
| Q1 2025 | -228,509 | Reduce 18.47% | 1.01 M | $160.23 |
| Q2 2025 | +77,592 | Add 7.69% | 1.09 M | $217.75 |
Nelson Peltz's Ferguson Enterprises Investment FAQs
Nelson Peltz first purchased Ferguson Enterprises Inc. (FERG) in Q1 2021, acquiring 13,212,239 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Nelson Peltz has held Ferguson Enterprises Inc. (FERG) for 19 quarters since Q1 2021. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Nelson Peltz's largest addition to Ferguson Enterprises Inc. (FERG) was in Q1 2021, adding 13,212,239 shares worth $1.58 B. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Nelson Peltz's firm, Trian Fund Management, L.P., owns 1,086,357 shares of Ferguson Enterprises Inc. (FERG), valued at approximately $243.97 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 5.94% of Nelson Peltz'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.
Nelson Peltz's peak holding in Ferguson Enterprises Inc. (FERG) was 13,212,239 shares, as reported at the end of Q1 2021. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.