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  Global Payments Inc. (GPN)
← All GPN superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2021   Q2 0 0.00 Sell 100.00% 3.47 $186.80–220.81 · VW $199.27i SEC
2021   Q1 3,045,215 3.47 Reduce 17.46% 0.84 $175.59–216.49 · VW $196.04i $613,854,000 SEC
2020   Q4 3,689,194 4.80 Add 25.37% 0.97 $153.33–215.70 · VW $185.88i $794,726,000 SEC
2020   Q3 2,942,641 3.43 Add 16.54% 0.49 $158.33–185.47 · VW $174.68i $522,554,000 SEC
2020   Q2 2,524,955 3.38 Buy 3.38 $124.55–191.32 · VW $167.33i $428,283,000 SEC
Price snapshot:
Current price$76.85
52-week low$60.93
52-week high$89.46