Steven Romick added FERG · Ferguson Enterprises Inc.
$177M · now 2.2% of the portfolio
TRADED BY
Sep 30
FILED
Nov 12
YOU SEE IT
Nov 13
43 days between the trade and the filing. That gap is the law, not our latency — a 13F is due 45 days after the quarter ends.
$255 now
OUR VALUE
$255 today
low $100mid $133high $166
2 models, as of 2026-11-12.
Priced past our value: the move has played out.
安全边际周报
每周六一封：市场温度、投资大师的申报，以及本周研究。