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  Aramark (ARMK)
← All ARMK superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q4 0 0.00 Sell 100.00% 1.30 $35.07–41.19 · VW $37.75i SEC
2025   Q3 3,204,201 1.30 Add 13.24% 0.15 $37.12–44.49 · VW $40.32i $123,041,318 SEC
2025   Q2 2,829,545 1.22 Add 36.36% 0.33 $29.92–42.19 · VW $36.92i $118,473,049 SEC
2025   Q1 2,075,126 0.83 Add 79.03% 0.37 $33.52–40.00 · VW $36.83i $71,633,350 SEC
2024   Q4 1,159,072 0.50 Reduce 1.95% <0.01 $36.77–42.49 · VW $39.08i $43,244,976 SEC
2024   Q3 1,182,142 0.46 Buy 0.46 $32.01–38.99 · VW $35.77i $45,784,360 SEC
2019   Q4 0 0.00 Sell 100.00% 0.21 $30.17–32.99 · VW $31.45i SEC
2019   Q3 879,555 0.21 Buy 0.21 $24.77–31.51 · VW $28.19i $27,676,000 SEC
Price snapshot:
Current price$58.15
52-week low$34.77
52-week high$58.68