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  First Solar, Inc. (FSLR)
← All FSLR superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2024   Q4 0 0.00 Sell 100.00% 0.88 $173.36–252.90 · VW $200.05i SEC
2024   Q3 348,161 0.88 Reduce 50.95% 0.83 $195.27–262.72 · VW $226.42i $86,845,280 SEC
2024   Q2 709,838 1.62 Buy 1.62 $162.16–306.77 · VW $230.09i $160,040,075 SEC
Price snapshot:
Current price$221.03
52-week low$159.85
52-week high$320.95