John Armitage - Egerton Capital (UK) LLP

John Armitage - Egerton Capital (UK)

Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    24
Portfolio value:    $9,010,197,462

Holdings Activity Buys Sells History

Holding/activity history for Sensata Technologies Hldg NV (9ST)

Period	Shares	% of Portfolio	Activity	% Change to Portfolio	Price	Value	Filing
2015 Q3	0	0.00	Sell 100.00%	0.66			SEC
2015 Q2	920,316	0.66	Reduce 67.69%	1.64	$52.74	$48,537,000	SEC
2015 Q1	2,847,985	2.43	Add 191.19%	1.60	$57.45	$163,617,000	SEC
2014 Q4	978,064	0.74	Buy	0.74	$52.41	$51,260,000	SEC