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  CSX Corp. (CSX)
← All CSX superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2023   Q1 0 0.00 Sell 100.00% 2.32 $27.60–32.88 · VW $30.37i SEC
2022   Q4 7,574,429 2.32 Reduce 53.07% 2.01 $28.13–33.33 · VW $30.79i $234,655,810 SEC
2022   Q3 16,138,538 3.78 Reduce 27.50% 1.36 $25.80–34.71 · VW $29.86i $429,931,000 SEC
2022   Q2 22,260,107 4.96 Reduce 26.55% 1.80 $27.60–35.55 · VW $31.83i $646,879,000 SEC
2022   Q1 30,308,196 6.77 Reduce 15.42% 1.07 $32.72–38.63 · VW $35.23i $1,135,042,000 SEC
2021   Q4 35,833,950 6.96 Add 7.72% 0.50 $33.15–38.01 · VW $35.13i $1,347,357,000 SEC
2021   Q3 33,265,341 5.16 Add 4.12% 0.20 $29.49–36.45 · VW $34.04i $989,311,000 SEC
2021   Q2 31,948,068 5.51 Add 13.05% 0.64 $30.64–34.96 · VW $32.64i $1,024,894,000 SEC
2021   Q1 28,260,678 5.13 Add 43.92% 1.57 $28.67–34.58 · VW $32.28i $908,298,000 SEC
2020   Q4 19,636,122 3.59 Buy 3.59 $26.42–32.51 · VW $29.17i $593,993,000 SEC
2019   Q3 0 0.00 Sell 100.00% 4.03 $21.32–24.28 · VW $23.01i SEC
2019   Q2 19,906,374 4.03 Reduce 45.35% 3.06 $22.76–26.91 · VW $24.38i $513,385,000 SEC
2019   Q1 36,422,940 6.75 Add 2.45% 0.16 $21.80–26.84 · VW $25.06i $908,388,000 SEC
2018   Q4 35,550,618 6.43 Add 11.60% 0.67 $19.49–24.63 · VW $22.01i $736,253,000 SEC
2018   Q3 31,856,268 6.10 Add 53.68% 2.13 $21.22–25.41 · VW $23.19i $786,319,000 SEC
2018   Q2 20,729,532 3.51 Buy 3.51 $19.32–24.07 · VW $22.32i $440,710,000 SEC
Price snapshot:
Current price$49.64
52-week low$31.48
52-week high$49.90