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  Devon Energy Corp. (DVN)
← All DVN superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 6,525,140 3.64 Buy 3.64 $34.23–52.71 · VW $45.75i $328,345,045 SEC
Price snapshot:
Current price$43.73
Avg. buy price$50.32
+/- since buy-13.10%
52-week low$30.65
52-week high$52.34