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  Canadian Natural Resources Ltd. (CNQ)
← All CNQ superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 5,690,211 3.07 Buy 3.07 $30.13–51.34 · VW $42.23i $277,056,374 SEC
Price snapshot:
Current price$43.05
Avg. buy price$48.69
+/- since buy-11.58%
52-week low$28.73
52-week high$50.44