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Diamond Hill Large Cap Strategy's investment thesis on Ferguson Enterprises Inc ($FERG) — Q2 2025 | Buyside Digest

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$FERGNASDAQFerguson Enterprises Inc

BULL

Diamond Hill Large Cap Strategy—FERG

Fund Letter

Q2 2025

Published June 30, 2025

View Fund Profile

$228.41USD

-0.0% vs last month

$223.32Pitched

+2.3% since pitch

Market Cap$49.1B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

Diamond Hill's Large Cap Fund declined slightly in Q3, trailing the Russell 1000 Value Index as markets continued their year-to-date rise driven by AI sentiment. The manager maintains...

— Austin Hawley

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What other investors think about $FERG, and what else Diamond Hill Large Cap Strategy is buying.

Other pitches on $FERG

Other investors who've written on Ferguson Enterprises Inc

MSA CapitalBULL

Pitched Jul 1, 2025

Ferguson is a leading distributor of US plumbing and water infrastructure supplies, offering stable, highly predictable profitability driven by necessary maintenance and aging housing stock. The fund acquired...

View all $FERG pitches →