SEC 13F Intelligence

Armor Advisors, L.L.C. / FERG

Armor Advisors, L.L.C.’s Ferguson Enterprises Inc Position

Does Armor Advisors, L.L.C. own Ferguson Enterprises Inc (FERG)? Yes — 16.8K shares worth $4M (+1.32% of its 13F portfolio) as of Q1 2026, up from 14.8K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
16.8K
% of Portfolio
+1.32%
Quarters Held
6
currently held

Position History FERG

Reported value by quarter
Q4 ’24: $10MQ4 ’24Q1 ’25: $11MQ1 ’25Q2 ’25: $8MQ2 ’25Q3 ’25: $3MQ3 ’25Q4 ’25: $3MQ4 ’25Q1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202616.8K$4M+1.32%
Q4 202514.8K$3M+2.95%
Q3 202515.4K$3M+1.93%
Q2 202538.1K$8M+4.35%
Q1 202568.1K$11M+8.70%
Q4 202459.6K$10M+10.77%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Armor Advisors, L.L.C.’s full portfolio or all institutional holders of FERG.