8 hedge funds and family offices disclose a FERG position in their latest SEC 13F filing — combined $823.2M in market value. Of those, 2 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Seth Klarman | BAUPOST GROUP LLC/MA | 1,442,411 | $336.5M | 6.58% | 2026-03-31 |
| 2 | Egerton Capital | Egerton Capital (UK) LLP | 1,008,314 | $224.5M | 2.44% | 2025-12-31 |
| 3 | Steven Romick | First Pacific Advisors LP | 887,120 | $197.5M | 2.60% | 2025-12-31 |
| 4 | Tom Gayner | Markel Group Inc. | 180,200 | $42.8M | 0.33% | 2026-06-30 |
| 5 | Ray Dalio | Bridgewater Associates LP | 38,304 | $8.9M | 0.04% | 2026-03-31 |
| 6 | Francois Rochon | Giverny Capital Inc. | 36,374 | $8.1M | 0.27% | 2025-12-31 |
| 7 | Lee Ainslie | Maverick Capital Ltd | 22,114 | $4.9M | 0.05% | 2025-12-31 |
| 8 | Christopher Bloomstran | Semper Augustus Investments Group LLC | 78 | $17K | 0.00% | 2025-12-31 |
As of the latest 13F window, 8 tracked superinvestors hold FERG. The largest disclosed position is Seth Klarman at $336.5M (6.6% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying FERG, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
8 hedge funds and family offices disclose a FERG position in their latest SEC 13F filing — combined $823.2M in market value. Of those, 2 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Seth Klarman | BAUPOST GROUP LLC/MA | 1,442,411 | $336.5M | 6.58% | 2026-03-31 |
| 2 | Egerton Capital | Egerton Capital (UK) LLP | 1,008,314 | $224.5M | 2.44% | 2025-12-31 |
| 3 | Steven Romick | First Pacific Advisors LP | 887,120 | $197.5M | 2.60% | 2025-12-31 |
| 4 | Tom Gayner | Markel Group Inc. | 180,200 | $42.8M | 0.33% | 2026-06-30 |
| 5 | Ray Dalio | Bridgewater Associates LP | 38,304 | $8.9M | 0.04% | 2026-03-31 |
| 6 | Francois Rochon | Giverny Capital Inc. | 36,374 | $8.1M | 0.27% | 2025-12-31 |
| 7 | Lee Ainslie | Maverick Capital Ltd | 22,114 | $4.9M | 0.05% | 2025-12-31 |
| 8 | Christopher Bloomstran | Semper Augustus Investments Group LLC | 78 | $17K | 0.00% | 2025-12-31 |
As of the latest 13F window, 8 tracked superinvestors hold FERG. The largest disclosed position is Seth Klarman at $336.5M (6.6% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying FERG, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
