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  Charter Communications, Inc. (CHTR)
← All CHTR superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2022   Q2 0 0.00 Sell 100.00% 3.99 $407.75–574.65 · VW $471.58i SEC
2022   Q1 1,225,195 3.99 Reduce 40.16% 2.77 $544.59–653.09 · VW $585.74i $668,368,000 SEC
2021   Q4 2,047,520 6.90 Reduce 2.53% 0.20 $599.34–753.69 · VW $666.17i $1,334,922,000 SEC
2021   Q3 2,100,663 7.97 Add 20.44% 1.35 $700.62–825.62 · VW $761.98i $1,528,358,000 SEC
2021   Q2 1,744,153 6.76 Add 1.76% 0.12 $600.16–726.66 · VW $682.99i $1,258,319,000 SEC
2021   Q1 1,713,917 5.97 Reduce 0.92% 0.06 $585.45–671.00 · VW $620.96i $1,057,521,000 SEC
2020   Q4 1,729,752 6.91 Reduce 25.58% 2.44 $572.46–681.71 · VW $635.62i $1,144,317,000 SEC
2020   Q3 2,324,370 9.53 Add 4.85% 0.44 $505.45–635.86 · VW $595.51i $1,451,197,000 SEC
2020   Q2 2,216,851 8.93 Add 6.00% 0.51 $413.39–549.00 · VW $504.92i $1,130,683,000 SEC
2020   Q1 2,091,327 10.17 Reduce 9.24% 0.78 $345.67–546.54 · VW $468.40i $912,467,000 SEC
2019   Q4 2,304,265 8.42 Reduce 14.01% 1.17 $405.02–487.52 · VW $465.16i $1,117,753,000 SEC
2019   Q3 2,679,690 8.38 Reduce 7.27% 0.65 $370.78–431.43 · VW $402.08i $1,104,354,000 SEC
2019   Q2 2,889,662 8.96 Add 1.50% 0.13 $343.15–401.38 · VW $377.10i $1,141,937,000 SEC
2019   Q1 2,846,860 7.34 Add 21.43% 1.30 $279.11–368.02 · VW $335.52i $987,604,000 SEC
2018   Q4 2,344,502 5.83 Reduce 14.18% 0.98 $272.91–334.76 · VW $309.96i $668,113,000 SEC
2018   Q3 2,731,830 6.91 Buy 6.91 $271.56–334.98 · VW $308.37i $890,249,000 SEC
2018   Q2 0 0.00 Sell 100.00% 5.69 $250.10–322.89 · VW $278.18i SEC
2018   Q1 2,174,268 5.69 Reduce 0.41% 0.03 $303.78–396.64 · VW $350.54i $676,676,000 SEC
2017   Q4 2,183,114 6.64 Reduce 12.27% 1.01 $308.30–374.99 · VW $335.80i $733,439,000 SEC
2017   Q3 2,488,401 8.22 Reduce 19.22% 2.04 $328.65–408.83 · VW $381.16i $904,335,000 SEC
2017   Q2 3,080,627 10.63 Reduce 10.52% 1.33 $312.49–355.00 · VW $337.79i $1,037,709,000 SEC
2017   Q1 3,442,826 12.60 Reduce 13.89% 2.03 $282.54–341.50 · VW $320.40i $1,126,906,000 SEC
2016   Q4 3,998,257 14.62 Reduce 1.84% 0.24 $241.50–294.87 · VW $266.63i $1,151,178,000 SEC
2016   Q3 4,073,010 13.02 Add 2.57% 0.33 $226.81–279.95 · VW $259.41i $1,099,591,000 SEC
2016   Q2 3,970,765 10.19 Add 132.69% 5.81 $193.77–233.70 · VW $217.11i $907,876,000 SEC
2016   Q1 1,706,465 3.47 Reduce 20.69% 0.90 $156.13–204.61 · VW $180.81i $345,440,000 SEC
2015   Q4 2,151,727 4.34 Add 4.72% 0.20 $173.21–194.92 · VW $185.83i $393,981,000 SEC
2015   Q3 2,054,830 4.30 Buy 4.30 $161.91–195.46 · VW $180.09i $361,342,000 SEC
2015   Q2 0 0.00 Sell 100.00% 5.11 $166.54–194.00 · VW $179.93i SEC
2015   Q1 1,785,677 5.11 Add 46.53% 1.62 $149.47–199.00 · VW $173.35i $344,832,000 SEC
2014   Q4 1,218,664 2.92 Add 190.68% 1.92 $137.51–169.85 · VW $158.11i $203,054,000 SEC
2014   Q3 419,243 0.91 Buy 0.91 $149.66–167.30 · VW $156.32i $63,461,000 SEC
2014   Q2 0 0.00 Sell 100.00% 3.30 $116.78–159.24 · VW $139.89i SEC
2014   Q1 1,727,819 3.30 Add 230.83% 2.30 $120.50–140.74 · VW $129.89i $212,867,000 SEC
2013   Q4 522,263 1.08 Reduce 46.98% 1.14 $125.68–144.02 · VW $133.91i $71,425,000 SEC
2013   Q3 984,992 2.43 $134.76 $132,738,000 SEC
Price snapshot:
Current price$131.37
52-week low$124.05
52-week high$402.15