Back to CANTILLON CAPITAL MANAGEMENT LLC

FERG
7 quarters

Position history for CANTILLON CAPITAL MANAGEMENT LLC's holdings in FERGUSON ENTERPRISES INC

CANTILLON CAPITAL MANAGEMENT LLC holds 1.7M shares of FERG (FERGUSON ENTERPRISES INC), worth $408M as of 2026-Q1. The position was decreased (-11.9% shares). FERG represents 2.7% of CANTILLON CAPITAL MANAGEMENT LLC's portfolio.

Current Value

$408M

Current Shares

1.7M

Total Value Change

+$71.1M

Total Shares Change

+52,631

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
1.7M
-11.9%
$408M2.7%$247.96
0
2025-Q4
Increased
2M
+0.8%
$441.9M2.4%$224.67
55
2025-Q3
Decreased
2M
-1.1%
$442.4M2.4%$224.10
0
2025-Q2
Decreased
2M
-2.8%
$433.7M2.5%$216.33
0
2025-Q1
Decreased
2M
-3.0%
$328.4M2.1%$158.66
0
2024-Q4
Increased
2.1M
+24.5%
$366.5M2.2%$170.71
66
2024-Q3
New
1.7M
-
$336.9M2.1%$197.58
81

Other major holders of FERG: M&G Plc, VANGUARD GROUP INC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used