SEC 13F Intelligence

Waverton Investment Management Ltd / FERG

Waverton Investment Management Ltd’s Ferguson Enterprises Inc Position

Does Waverton Investment Management Ltd own Ferguson Enterprises Inc (FERG)? Not currently — the last reported position was 1.47M shares worth $329M in Q3 2025; the fund’s latest 13F (Q4 2025) no longer reports it.

Position Value
$329M
Q3 2025
Shares
1.47M
% of Portfolio
+4.23%
Quarters Held
5
position exited

Position History FERG

Reported value by quarter
Q3 ’24: $174MQ3 ’24Q4 ’24: $176MQ4 ’24Q1 ’25: $175MQ1 ’25Q2 ’25: $244MQ2 ’25Q3 ’25: $329MQ3 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q3 20251.47M$329M+4.23%
Q2 20251.12M$244M+3.36%
Q1 20251.09M$175M+2.71%
Q4 20241.01M$176M+2.80%
Q3 2024878.7K$174M+2.87%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Waverton Investment Management Ltd’s full portfolio or all institutional holders of FERG.