SEC 13F Intelligence

London & Capital Asset Management Ltd / FERG

London & Capital Asset Management Ltd’s Ferguson Enterprises Inc Position

Does London & Capital Asset Management Ltd own Ferguson Enterprises Inc (FERG)? Yes — 1.86M shares worth $435M (+4.74% of its 13F portfolio) as of Q1 2026, up from 1.77M shares the prior filed quarter.

Position Value
$435M
Q1 2026
Shares
1.86M
% of Portfolio
+4.74%
Quarters Held
6
currently held

Position History FERG

Reported value by quarter
Q4 ’24: $14MQ4 ’24Q1 ’25: $38MQ1 ’25Q2 ’25: $52MQ2 ’25Q3 ’25: $50MQ3 ’25Q4 ’25: $395MQ4 ’25Q1 ’26: $435MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.86M$435M+4.74%
Q4 20251.77M$395M+4.09%
Q3 2025221.2K$50M+3.55%
Q2 2025240.9K$52M+3.98%
Q1 2025237.8K$38M+3.27%
Q4 202482.3K$14M+1.22%

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