London & Capital Asset Management Ltd
Position in FERG — Ferguson Enterprises Inc. /DE/
CIK 1767559
London, X0
Position in FERG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$470,034,438
+$35,216,339 QoQ
Shares Held
1,980,510
+6.2% QoQ
Ownership
1.02%
of shares outstanding
% of Portfolio
4.38%
of 13F equity value
Holder Rank
#25
of 938 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FERG Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026London & Capital Asset Management Ltd holds $470,034,438 across 1 Industrial Distribution name. FERG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FERG |
Ferguson Enterprises Inc. /DE/
This page
|
1,980,510 | $470,034,438 |
All Filings in FERG
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $470,034,438 | 1,980,510 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $434,818,099 | 1,864,092 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $394,985,693 | 1,774,180 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $49,673,951 | 221,186 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $52,445,740 | 240,853 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $38,110,385 | 237,848 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $14,277,173 | 82,256 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||