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  Armstrong World Industries, Inc. (AWI)
← All AWI superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 448,036 0.82 Buy 0.82 $159.00–206.05 · VW $177.97i $73,836,333 SEC
Price snapshot:
Current price$155.69
Avg. buy price$164.80
+/- since buy-5.53%
52-week low$150.28
52-week high$205.21