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Nelson Peltz’s 13F portfolio value decreased from $7.46B to $5.97B this quarter. The number of positions decreased from 9 to 8. Trian Fund Management eliminated Comcast during the quarter. The top three positions are Ferguson PLC, Invesco Ltd, and Janus Henderson Group plc....
Nelson Peltz's Trian Fund Management exited its holdings in Comcast (CMCSA) during the quarter ended March 31, 2022, according to its latest 13F filing. Reduced stakes in Sysco (SYY) by 11% to 11.5M shares and Procter & Gamble (PG) by 98% to 5,457 shares. Increased stakes in Invesco (IVZ)...
WOKINGHAM, UK / ACCESSWIRE / May 13, 2022 / Ferguson plc (the " Company ") (LSE:FERG)(NYSE:FERG): TR-1: Standard form for notification of major holdings 1. Issuer Details ISIN JE00BJVNSS43 Issuer Name FERGUSON PLC UK or Non-UK Issuer Non-UK 2. Reason for Notification An a...
Ferguson's Primary Listing Now on the NYSE As It Completes Transfer of Listing Category WOKINGHAM, UK / ACCESSWIRE / May 12, 2022 / Ferguson plc (NYSE:FERG),(LSE:FERG) announces today that its primary listing is now on the New York Stock Exchange ("NYSE"). This follows the transfer of...
WOKINGHAM, UK / ACCESSWIRE / May 3, 2022 / Ferguson plc (the " Company ") announces that on April 29, 2022 it purchased for Treasury the following number of its ordinary shares of 10 pence each in connection with its $2 billion share repurchase program. Description of shares: Ferguson plc -...
March-April 2022, UBS, Kiplinger, and Barron's analysts/reporters combined to list five-sets of stocks sorted as "inflation busters" for 2022. Those five articles revealed 48 equities, with 43 paying-dividends. Article-titles were, '24 PricingPowerPerformers' [UBS]; '7 REITS Raising-D...
Ferguson has been by far our largest detractor accounting for a 4% hit to the portfolio. 60% of FERG revenue comes from renovation, maintenance, and improvement, an inherently more stable business. European index funds are currently selling their holdings as the stock no longer fa...
Merion Road Long Only strategy was down 14.3% in Q1. In a worst‐case scenario, we are looking at even higher interest rates, increasing risk‐premiums, and reduced earnings generation. I have pared back on positions where the majority of value comes in the distant fut...
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Fiduciary Management, Inc. is an independent money management firm. FMI’s equity investing strategies apply a value discipline, with a focused approach firmly rooted in fundamental research. The FMI International portfolios’ exposure to Russia and Ukraine is quite limite...
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As previously announced, to effect a new corporate structure to domicile the Ferguson plc group’s ultimate parent company in the United States, Ferguson plc (the “Company”) entered into a merger agreement (the “Merger Agreement”), dated as of February 29, 2024, ...
Connolly Brothers completes build-out of 230,000 SF Ship Hub for Ferguson Enterprises PR Newswire BEVERLY, Mass. , June 27, 2024 /PRNewswire/ -- Connolly Brothers Inc., a construction management firm serving private commercial, industrial and institutional cl...
2024-06-21 13:24:00 ET Stock Traders Daily has produced this trading report using a proprietary method. This methodology seeks to optimize the entry and exit levels to maximize results and limit risk, and it is also applied to Index options, ETFs, and futures for our subscribers. This...