Current position

Nelson Peltz’s Ferguson Plc New (FERG) position

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

Trian Fund ManagementVerified through Q2 2026
Relationship snapshot

At a glance

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

First reportedQ1 2021Earliest verified positive filing snapshot
Latest statusCurrent positionBased on the latest supported relationship state
Peak shares13.21MHighest verified quarter-end share count
Quarters reported20Verified quarters with shares above zero
What happened?

Trian Fund Management first reported Ferguson Plc New in Q1 2021. The reported position was increased and reduced across later filings. Trian Fund Management currently reports 1.09M shares. The latest verified filing showed: No change.

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.

Q2 2026
No change1.09M shares reported
Filing context

Quarter-end price $237.33 · Estimated holding basis $168.28

Q2 2025
Bought 7.7% more+77.59K shares · 1.09M shares reported after the change
Filing context

Quarter-end price $217.75 · Estimated holding basis $168.28

Q1 2025
Sold 18.5% of the position−228.51K shares · 1.01M shares remained
Filing context

Quarter-end price $160.23 · Estimated holding basis $164.47

Q4 2024
Sold 2.6% of the position−33.54K shares · 1.24M shares remained
Filing context

Quarter-end price $173.57 · Estimated holding basis $164.47

Q3 2024
Sold 35.0% of the position−683.05K shares · 1.27M shares remained
Filing context

Quarter-end price $198.57 · Estimated holding basis $164.47

Q2 2024
Sold 21.6% of the position−539.82K shares · 1.95M shares remained
Filing context

Quarter-end price $193.65 · Estimated holding basis $164.47

3 unchanged quarters are collapsed by default.

Portfolio importance

How important is Ferguson Plc New in Trian Fund Management’s reported portfolio?

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

Current portfolio weight6.1%Q2 2026
Current rank#4of 8 reported positions
Peak portfolio weight31.2%Q2 2022
Best historical rank#1Q2 2021
At peak importanceQ2 2022
FERG
31.2%
Largest holding
31.2%
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 filing quarter-end price$237.33Q2 2026

Derived from validated reported value and shares where supported.

Estimated holding basis$168.28Historical reference — not actual purchase price

Calculated from supported filing history.

Latest verified investor filingQ2 2026 · filed 2026-08-12
Open SEC filing ↗

This tracker follows Trian Fund Management, L.P.’s Form 13F disclosures—not Nelson Peltz’s personal brokerage account. Form 13F reports quarter-end U.S.-listed positions and certain options, but it does not reveal exact trade dates, execution prices, short positions or the purpose of an option position.