John Armitage - Egerton Capital (UK) LLP

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 Builders FirstSource, Inc. (BLDR)

Period	Shares	% of Portfolio	Activity	% Change to Portfolio	Price	Value	Filing
2025 Q3	0	0.00	Sell 100.00%	0.31	$115.57–151.03 · VW $130.75i		SEC
2025 Q2	262,628	0.31	Buy	0.31	$102.60–131.32 · VW $115.11i	$30,646,061	SEC

Price snapshot:

Current price$73.51

52-week low$65.10

52-week high$151.03