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  The Home Depot, Inc. (HD)
← All HD superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2016   Q4 0 0.00 Sell 100.00% 1.76 $128.68–146.33 · VW $139.97i SEC
2016   Q3 1,156,225 1.76 Reduce 15.39% 0.30 $119.20–135.88 · VW $128.16i $148,783,000 SEC
2016   Q2 1,366,466 1.96 Reduce 28.48% 0.73 $123.62–139.00 · VW $132.25i $174,484,000 SEC
2016   Q1 1,910,702 2.56 Add 4.85% 0.12 $123.98–137.82 · VW $131.31i $254,945,000 SEC
2015   Q4 1,822,365 2.65 Reduce 24.47% 0.81 $109.62–134.83 · VW $122.86i $241,008,000 SEC
2015   Q3 2,412,745 3.32 Add 1.60% 0.05 $111.80–135.47 · VW $127.05i $278,648,000 SEC
2015   Q2 2,374,828 3.59 Add 1.21% 0.04 $92.17–123.80 · VW $110.81i $263,915,000 SEC
2015   Q1 2,346,413 3.95 Reduce 33.03% 1.74 $106.62–117.99 · VW $112.01i $266,576,000 SEC
2014   Q4 3,503,755 5.28 Add 59.30% 1.97 $96.99–117.92 · VW $109.89i $367,789,000 SEC
2014   Q3 2,199,408 2.89 Buy 2.89 $86.35–99.80 · VW $95.18i $201,774,000 SEC
Price snapshot:
Current price$337.11
52-week low$286.95
52-week high$418.06