SEC 13F Intelligence

Gfi Investment Counsel Ltd. / FERG

Gfi Investment Counsel Ltd.’s Ferguson Enterprises Inc Position

Does Gfi Investment Counsel Ltd. own Ferguson Enterprises Inc (FERG)? Yes — 263.0K shares worth $61M (+8.39% of its 13F portfolio) as of Q1 2026, down from 287.9K shares the prior filed quarter.

Position Value
$61M
Q1 2026
Shares
263.0K
% of Portfolio
+8.39%
Quarters Held
7
currently held

Position History FERG

Reported value by quarter
Q3 ’24: $53,847Q3 ’24Q4 ’24: $49,014Q4 ’24Q1 ’25: $47MQ1 ’25Q2 ’25: $64MQ2 ’25Q3 ’25: $64MQ3 ’25Q4 ’25: $64MQ4 ’25Q1 ’26: $61MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026263.0K$61M+8.39%
Q4 2025287.9K$64M+6.83%
Q3 2025283.5K$64M+6.63%
Q2 2025293.4K$64M+6.96%
Q1 2025294.2K$47M+5.48%
Q4 2024282.4K$49,014+5.63%
Q3 2024271.2K$53,847+6.25%

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