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  Alcoa Corp. (AA)
← All AA superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2022   Q3 0 0.00 Sell 100.00% 1.27 $33.55–58.24 · VW $41.81i SEC
2022   Q2 3,620,585 1.27 Add 2.55% 0.03 $44.27–93.58 · VW $61.14i $165,026,000 SEC
2022   Q1 3,530,533 1.90 Buy 1.90 $53.26–98.09 · VW $80.46i $317,854,000 SEC
Price snapshot:
Current price$48.72
52-week low$27.85
52-week high$84.38