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  Carpenter Technology Corp. (CRS)
← All CRS superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 1,330,920 5.82 Reduce 14.30% 0.76 $305.62–459.18 · VW $397.67i $524,582,118 SEC
2025   Q4 1,553,012 5.31 Add 13.00% 0.61 $284.16–355.00 · VW $319.00i $488,950,298 SEC
2025   Q3 1,374,333 3.56 Reduce 28.01% 1.52 $228.00–330.50 · VW $291.47i $337,453,725 SEC
2025   Q2 1,909,067 5.41 Add 4.90% 0.25 $198.45–290.84 · VW $246.23i $527,627,937 SEC
2025   Q1 1,819,885 3.80 Buy 3.80 $138.61–213.66 · VW $182.63i $329,726,764 SEC
Price snapshot:
Current price$566.85
Avg. buy price$200.49
+/- since buy182.73%
52-week low$227.57
52-week high$625.99