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  Cenovus Energy Inc. (CVE)
← All CVE superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2024   Q3 0 0.00 Sell 100.00% 2.05 $15.83–20.76 · VW $18.40i SEC
2024   Q2 10,322,992 2.05 Reduce 26.10% 0.70 $18.02–21.90 · VW $20.35i $202,950,023 SEC
2024   Q1 13,967,943 2.70 Reduce 1.59% 0.04 $14.69–20.06 · VW $17.39i $279,219,181 SEC
2023   Q4 14,193,051 2.56 Reduce 36.60% 1.98 $15.55–21.37 · VW $18.06i $236,314,299 SEC
2023   Q3 22,387,388 5.41 Add 45.32% 1.69 $16.55–21.24 · VW $19.48i $466,105,418 SEC
2023   Q2 15,405,968 2.70 Reduce 38.71% 2.15 $14.97–19.23 · VW $16.80i $261,593,337 SEC
2023   Q1 25,134,420 5.55 Reduce 12.51% 0.69 $14.98–21.05 · VW $18.43i $438,846,973 SEC
2022   Q4 28,728,187 5.52 Reduce 1.73% 0.07 $16.14–22.18 · VW $19.44i $557,614,110 SEC
2022   Q3 29,233,630 3.95 Add 59.43% 1.47 $14.44–19.99 · VW $17.63i $449,321,000 SEC
2022   Q2 18,335,980 2.68 Buy 2.68 $15.84–24.91 · VW $20.07i $348,567,000 SEC
Price snapshot:
Current price$27.61
52-week low$13.74
52-week high$31.89