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  Delta Air Lines, Inc. (DAL)
← All DAL superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2014   Q3 0 0.00 Sell 100.00% 1.56 $34.59–40.97 · VW $37.71i SEC
2014   Q2 2,388,300 1.56 Reduce 55.27% 1.59 $30.54–42.66 · VW $37.82i $92,475,000 SEC
2014   Q1 5,339,709 2.87 Reduce 7.22% 0.17 $27.26–35.85 · VW $32.01i $185,021,000 SEC
2013   Q4 5,755,509 2.38 Reduce 38.90% 1.58 $23.63–29.44 · VW $27.06i $158,104,000 SEC
2013   Q3 9,420,150 4.06 $23.59 $222,221,000 SEC
Price snapshot:
Current price$86.19
52-week low$49.90
52-week high$95.44