Wally Weitz added FERG · Ferguson Enterprises Inc.
$10M · now 0.7% of the portfolio
TRADED BY
Sep 30
FILED
Nov 12
YOU SEE IT
Nov 12
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.
$262 now
OUR VALUE
$262 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。