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  Everest Group, Ltd. (EG)
← All EG superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2023   Q4 0 0.00 Sell 100.00% 0.96 $348.61–417.92 · VW $388.38i SEC
2023   Q3 223,093 0.96 Reduce 23.06% 0.24 $333.65–394.74 · VW $365.56i $82,916,975 SEC
2023   Q2 289,962 1.02 Reduce 28.69% 0.53 $331.08–390.76 · VW $353.90i $99,126,409 SEC
2023   Q1 406,646 1.84 Reduce 9.49% 0.14 $329.79–395.00 · VW $360.37i $145,587,401 SEC
2022   Q4 449,301 1.47 Buy 1.47 $256.71–340.66 · VW $319.07i $148,839,942 SEC
Price snapshot:
Current price$377.89
52-week low$298.78
52-week high$379.22