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  Honeywell International Inc. (HON)
← All HON superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2018   Q2 0 0.00 Sell 100.00% 0.27 $132.17–144.48 · VW $137.71i SEC
2018   Q1 237,935 0.27 Reduce 7.34% 0.03 $134.99–156.44 · VW $142.78i $32,575,000 SEC
2017   Q4 256,786 0.34 Reduce 8.08% 0.03 $132.83–148.46 · VW $142.19i $37,309,000 SEC
2017   Q3 279,356 0.34 Buy 0.34 $126.19–134.59 · VW $131.69i $37,513,000 SEC
Price snapshot:
Current price$222.25
52-week low$193.83
52-week high$258.86