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  Albemarle Corp. (ALB)
← All ALB superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2017   Q2 0 0.00 Sell 100.00% 1.38 $103.42–116.64 · VW $109.06i SEC
2017   Q1 1,171,161 1.38 Reduce 31.54% 0.59 $86.98–107.56 · VW $98.90i $123,721,000 SEC
2016   Q4 1,710,656 1.87 Add 14.78% 0.24 $76.32–92.24 · VW $84.86i $147,253,000 SEC
2016   Q3 1,490,433 1.51 Reduce 0.32% <0.01 $75.11–87.29 · VW $82.45i $127,417,000 SEC
2016   Q2 1,495,236 1.33 Buy 1.33 $63.40–84.99 · VW $75.08i $118,587,000 SEC
Price snapshot:
Current price$125.79
52-week low$64.08
52-week high$220.44