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MONTANOVA CAPITAL, LLC: FERG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MONTANOVA CAPITAL, LLC on FERG, newest first. How the timeline and the estimate are built.

MONTANOVA CAPITAL, LLC held 246,758 FERG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 246,758 shares
    Change vs previous 13F +34,858 shares

    1.23% of the 13F portfolio, value $58,563,076.

    13F-HR 0001172661-26-003727 filed by MONTANOVA CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 211,900 shares
    Change vs previous 13F +52,710 shares

    1.34% of the 13F portfolio, value $49,427,794.

    13F-HR 0001172661-26-002340 filed by MONTANOVA CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 159,190 shares
    Change vs previous 13F -147,070 shares

    0.88% of the 13F portfolio, value $35,440,470.

    13F-HR 0001172661-26-001088 filed by MONTANOVA CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 306,260 shares
    Change vs previous 13F +116,600 shares

    2.09% of the 13F portfolio, value $68,779,871.

    13F-HR 0001172661-25-004838 filed by MONTANOVA CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 189,660 shares
    Change vs previous 13F +59,736 shares

    1.56% of the 13F portfolio, value $41,298,465.

    13F-HR 0001172661-25-003289 filed by MONTANOVA CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 129,924 shares
    Change vs previous 13F -115,606 shares

    0.84% of the 13F portfolio, value $20,817,723.

    13F-HR 0001172661-25-002306 filed by MONTANOVA CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 245,530 shares
    Change vs previous 13F +20,320 shares

    1.58% of the 13F portfolio, value $42,616,642.

    13F-HR 0001172661-25-001039 filed by MONTANOVA CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 225,210 shares
    Change vs previous 13F not available

    1.6% of the 13F portfolio, value $44,719,950.

    13F-HR 0001172661-24-004788 filed by MONTANOVA CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).