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TRIAN FUND MANAGEMENT, L.P. → FERG
TRIAN FUND MANAGEMENT, L.P. FERG Position History
Ferguson Enterprises Inc. • Industrials
Quarters held
19
Latest value
$257.8M
Q2 2026
Peak value
$864.4M
First seen
Q1 2023
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2023 | $784.3M |
| Q2 2023 | $864.4M |
| Q2 2023 | $864.4M |
| Q3 2023 | $692.7M |
| Q3 2023 | $197.9M |
| Q4 2023 | $581.5M |
| Q4 2023 | $227.5M |
| Q1 2024 | $287.3M |
| Q1 2024 | $257.4M |
| Q2 2024 | $129.6M |
| Q2 2024 | $248.8M |
| Q3 2024 | $252.3M |
| Q4 2024 | $214.8M |
| Q1 2025 | $161.6M |
| Q2 2025 | $236.6M |
| Q3 2025 | $244M |
| Q4 2025 | $241.9M |
| Q1 2026 | $253.4M |
| Q2 2026 | $257.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q2 2026 | $257.8M | 1.09M | — | — |
| Q1 2026 | $253.4M | 1.09M | — | — |
| Q4 2025 | $241.9M | 1.09M | — | — |
| Q3 2025 | $244M | 1.09M | — | — |
| Q2 2025 | $236.6M | 1.09M | — | — |
| Q1 2025 | $161.6M | 1.01M | — | — |
| Q4 2024 | $214.8M | 1.24M | — | — |
| Q3 2024 | $252.3M | 1.27M | — | — |
| Q2 2024 | $248.8M | 1.28M | — | — |
| Q2 2024 | $129.6M | 669.2K | — | — |
| Q1 2024 | $257.4M | 1.18M | — | — |
| Q1 2024 | $287.3M | 1.32M | — | — |
| Q4 2023 | $227.5M | 1.18M | — | — |
| Q4 2023 | $581.5M | 3.01M | — | — |
| Q3 2023 | $197.9M | 1.20M | — | — |
| Q3 2023 | $692.7M | 4.21M | — | — |
| Q2 2023 | $864.4M | 5.49M | — | — |
| Q2 2023 | $864.4M | 5.49M | — | — |
| Q1 2023 | $784.3M | 5.86M | — | — |