Cantillon decreased FERG position by 590,490 shares
This StonkWhisper whale intelligence report documents significant institutional position changes in $FERG based on SEC 13F filings and block-level trading data. Quarterly 13F disclosures are required for institutional investment managers with at least $100 million in qualifying assets under management. These filings reveal long positions in U.S. equities held as of quarter end. Material changes in institutional positioning — particularly from concentrated funds with a history of high-conviction bets — are tracked by StonkWhisper as leading indicators of institutional thesis formation or exit.
Position Change Detail
Other Cantillon Positions This Period
| Ticker | Issuer | Change Type | Share Change | Value |
|---|---|---|---|---|
| TME | TENCENT MUSIC ENTMT GROUP | Exited | 6,232,387 | — |
| FAST | FASTENAL CO | Decreased | 4,657,950 | $18.1B |
| IBKR | INTERACTIVE BROKERS GROUP IN | Decreased | 3,796,066 | $45.1B |
| CLV | TRIP COM GROUP LTD | Decreased | 2,590,760 | $8.5B |
| CP | CANADIAN PACIFIC KANSAS CITY | Decreased | 2,479,562 | $17.3B |
| CBRE | CBRE GROUP INC | Decreased | 2,242,310 | $24.4B |
| SSNC | SS&C TECH HLDGS | Decreased | 2,140,603 | $10.7B |
| GOOGL | ALPHABET INC | Decreased | 2,118,897 | $61.1B |
| UBER | UBER TECHNOLOGIES INC | Decreased | 1,751,751 | $17.2B |
| ICE | INTERCONTINENTAL EXCHANGE IN | Decreased | 1,677,937 | $16.7B |
Other Whales Moving FERG This Period
| Manager | Change Type | Share Change |
|---|---|---|
| Eminence | Exited | 645,805 |
| Mawer | Decreased | 527,249 |
| State Street | Increased | +48,544 |
| Robeco | Increased | +43,251 |
| First Eagle | Increased | +25,745 |
| Markel | Increased | +9,500 |
| Winton | New | +9,200 |
View all sentiment, news, and whale activity for FERG (FERGUSON ENTERPRISES INC).
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Data sourced from SEC 13F institutional holdings filings. This page does not constitute financial advice. StonkWhisper presents public records — it does not verify or guarantee the accuracy of institutional filings. 13F filings are reported quarterly and may lag actual positions.
Last updated: August 12, 2026 at 06:02 UTC