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 Pacific Kansas City Ltd. (CP)
← All CP superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q4 0 0.00 Sell 100.00% 1.59 $70.01–88.96 · VW $82.19i SEC
2025   Q3 2,026,311 1.59 Reduce 55.54% 2.06 $68.42–78.49 · VW $73.16i $150,939,906 SEC
2025   Q2 4,557,181 3.71 Add 9.40% 0.32 $72.33–83.65 · VW $77.39i $361,247,738 SEC
2025   Q1 4,165,545 3.37 Reduce 41.14% 2.44 $66.49–82.35 · VW $76.83i $292,462,914 SEC
2024   Q4 7,076,635 5.92 Reduce 9.92% 0.67 $70.89–82.53 · VW $77.11i $512,136,075 SEC
2024   Q3 7,855,661 6.78 Reduce 14.95% 1.10 $72.69–87.72 · VW $79.00i $671,973,242 SEC
2024   Q2 9,236,561 7.34 Reduce 7.19% 0.61 $75.18–85.88 · VW $81.33i $727,194,448 SEC
2024   Q1 9,951,877 8.48 Reduce 12.70% 1.24 $72.29–91.58 · VW $81.08i $877,456,995 SEC
2023   Q4 11,400,216 9.76 Reduce 30.97% 4.42 $72.11–86.92 · VW $81.35i $901,301,077 SEC
2023   Q3 16,513,775 14.26 Reduce 4.02% 0.58 $68.92–80.47 · VW $73.80i $1,228,789,998 SEC
2023   Q2 17,204,692 14.33 Buy 14.33 $75.32–85.40 · VW $80.03i $1,389,622,973 SEC
Price snapshot:
Current price$91.35
52-week low$68.13
52-week high$91.56