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  Alaska Air Group, Inc. (ALK)
← All ALK superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2018   Q2 0 0.00 Sell 100.00% 0.45 $57.97–68.09 · VW $64.52i SEC
2018   Q1 858,731 0.45 Reduce 77.95% 2.02 $57.53–70.25 · VW $62.86i $53,207,000 SEC
2017   Q4 3,895,027 2.59 Reduce 12.99% 0.40 $59.25–76.06 · VW $66.60i $286,323,000 SEC
2017   Q3 4,476,494 3.11 Add 51.63% 1.06 $61.10–82.68 · VW $70.98i $341,422,000 SEC
2017   Q2 2,952,345 2.71 Buy 2.71 $73.29–95.75 · VW $81.23i $265,002,000 SEC
Price snapshot:
Current price$46.80
52-week low$33.03
52-week high$65.88