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  CRH plc (CRH)
← All CRH superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 2,759,331 3.22 Add 22.04% 0.58 $99.03–131.55 · VW $116.72i $290,060,875 SEC
2025   Q4 2,261,060 3.07 Reduce 46.93% 2.53 $107.22–129.28 · VW $121.65i $282,180,288 SEC
2025   Q3 4,260,846 5.39 Reduce 6.78% 0.29 $91.22–121.66 · VW $106.57i $510,875,435 SEC
2025   Q2 4,570,564 4.30 Add 8.02% 0.32 $76.75–100.41 · VW $91.15i $419,577,775 SEC
2025   Q1 4,231,236 4.29 Reduce 2.26% 0.10 $84.96–110.97 · VW $95.95i $372,221,831 SEC
2024   Q4 4,328,892 4.63 Reduce 1.96% 0.08 $87.67–104.23 · VW $96.69i $400,509,088 SEC
2024   Q3 4,415,658 4.13 Add 12.06% 0.44 $71.18–94.14 · VW $85.10i $409,508,123 SEC
2024   Q2 3,940,353 2.98 Reduce 6.97% 0.25 $72.06–86.67 · VW $78.67i $295,447,668 SEC
2024   Q1 4,235,437 3.53 Add 24.82% 0.70 $65.74–88.00 · VW $78.05i $365,348,796 SEC
2023   Q4 3,393,265 2.54 Buy 2.54 $51.59–69.47 · VW $60.34i $234,678,207 SEC
Price snapshot:
Current price$102.71
Avg. buy price$81.26
+/- since buy26.40%
52-week low$90.57
52-week high$130.61