Exited position

Chris Hohn’s Ferguson Plc New (FERG) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

TCI Fund Management LtdVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ2 2023Earliest verified positive filing snapshot
Latest statusExited positionBased on the latest supported relationship state
Peak shares490.67KHighest verified quarter-end share count
Quarters reported3Verified quarters with shares above zero
What happened?

TCI Fund Management Ltd first reported Ferguson Plc New in Q2 2023. The reported position was reduced across later filings. The latest verified relationship event shows that TCI Fund Management Ltd sold the entire position in Q1 2024, and the stock is no longer reported in the latest verified portfolio.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q1 2024
Sold the entire position−436.70K shares · No shares reported at quarter-end
Q4 2023
Sold 11.0% of the position−53.97K shares · 436.70K shares remained
Filing context

Quarter-end price $193.07 · Estimated holding basis $157.31

Q2 2023
New position+490.67K shares · 490.67K shares reported
Filing context

Quarter-end price $157.31 · Estimated holding basis $157.31

1 unchanged quarter is collapsed by default.

Portfolio importance

How important was Ferguson Plc New in TCI Fund Management Ltd’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Last reported portfolio weight0.2%Q4 2023
Last reported rank#10of 11 reported positions
Peak portfolio weight0.3%Q3 2023
Best historical rank#9Q3 2023
At peak importanceQ3 2023
FERG
0.3%
Largest holding
16.7%
Cross-investor discovery

Who else owns Ferguson Plc New?

Also reported by 1 other tracked investor in their latest verified filings.

Nelson PeltzTrian Fund Management
FERG6.1% of reported portfolio
Explore Ferguson Plc New across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$214.432026-09-18

Market context only; not an investor transaction price.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

This tracker follows TCI Fund Management Ltd’s Form 13F disclosures, not Chris Hohn’s personal brokerage account. Form 13F reports quarter-end positions later and does not reveal exact trade dates or execution prices.