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  ICICI Bank Ltd. (IBN)
← All IBN superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q2 0 0.00 Sell 100.00% 1.83 $29.63–34.50 · VW $33.09i SEC
2025   Q1 5,031,304 1.83 Reduce 21.21% 0.47 $27.42–31.99 · VW $29.26i $158,586,702 SEC
2024   Q4 6,385,876 2.21 Add 61.11% 0.84 $28.68–32.14 · VW $30.38i $190,682,257 SEC
2024   Q3 3,963,625 1.19 Reduce 28.47% 0.46 $27.26–31.60 · VW $29.24i $118,314,206 SEC
2024   Q2 5,540,979 1.61 Reduce 8.62% 0.13 $25.13–29.17 · VW $27.22i $159,635,605 SEC
2024   Q1 6,063,550 1.55 Reduce 50.78% 1.61 $23.16–26.66 · VW $25.00i $160,138,356 SEC
2023   Q4 12,320,210 3.18 Add 44.21% 0.97 $21.89–25.04 · VW $22.90i $293,713,806 SEC
2023   Q3 8,543,487 2.29 Reduce 3.88% 0.08 $22.61–24.80 · VW $23.61i $197,525,419 SEC
2023   Q2 8,888,505 2.12 Add 16.27% 0.30 $21.22–23.23 · VW $22.65i $205,146,695 SEC
2023   Q1 7,644,873 2.09 Reduce 25.16% 0.56 $19.34–22.14 · VW $20.83i $164,976,359 SEC
2022   Q4 10,214,980 2.21 Buy 2.21 $20.32–23.75 · VW $22.41i $223,605,912 SEC
2020   Q1 0 0.00 Sell 100.00% 1.61 $6.86–15.42 · VW $12.06i SEC
2019   Q4 14,119,109 1.61 Buy 1.61 $11.50–15.35 · VW $13.67i $213,057,000 SEC
Price snapshot:
Current price$29.26
52-week low$25.08
52-week high$34.30