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  GE Vernova Inc. (GEV)
← All GEV superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2024   Q4 0 0.00 Sell 100.00% 1.54 $260.05–357.09 · VW $320.96i SEC
2024   Q3 597,858 1.54 Reduce 23.79% 0.32 $150.01–266.42 · VW $197.36i $152,441,833 SEC
2024   Q2 784,508 1.36 Buy 1.36 $119.00–185.50 · VW $152.01i $134,550,967 SEC
Price snapshot:
Current price$1,042.60
52-week low$529.18
52-week high$1,195.94