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  The Walt Disney Co. (DIS)
← All DIS superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2015   Q3 0 0.00 Sell 100.00% 0.97 $90.00–122.08 · VW $104.76i SEC
2015   Q2 623,283 0.97 Add 1.06% 0.01 $104.25–115.28 · VW $111.22i $71,142,000 SEC
2015   Q1 616,728 0.96 Buy 0.96 $90.06–108.94 · VW $101.30i $64,689,000 SEC
2014   Q4 0 0.00 Sell 100.00% 4.02 $78.54–95.93 · VW $89.55i SEC
2014   Q3 3,154,916 4.02 Reduce 0.66% 0.03 $84.87–91.20 · VW $88.37i $280,882,000 SEC
2014   Q2 3,175,724 4.61 Reduce 55.00% 4.82 $76.31–86.07 · VW $82.71i $272,287,000 SEC
2014   Q1 7,057,139 8.76 Reduce 4.92% 0.42 $69.85–83.65 · VW $77.86i $565,065,000 SEC
2013   Q4 7,422,086 8.55 Add 33.66% 2.15 $63.10–76.54 · VW $72.01i $567,047,000 SEC
2013   Q3 5,553,011 6.54 $64.49 $358,114,000 SEC
Price snapshot:
Current price$96.00
52-week low$91.49
52-week high$121.64