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  Intercontinental Exchange, Inc. (ICE)
← All ICE superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q4 0 0.00 Sell 100.00% 1.84 $143.17–167.21 · VW $155.06i SEC
2025   Q3 1,036,199 1.84 Reduce 4.05% 0.08 $165.45–189.35 · VW $177.63i $174,578,808 SEC
2025   Q2 1,079,911 2.03 Reduce 1.95% 0.04 $147.24–183.76 · VW $170.91i $198,131,271 SEC
2025   Q1 1,101,419 2.19 Add 50.20% 0.73 $142.29–177.45 · VW $165.15i $189,994,778 SEC
2024   Q4 733,307 1.26 Buy 1.26 $148.00–167.99 · VW $156.71i $109,270,076 SEC
2017   Q4 0 0.00 Sell 100.00% 0.43 $64.91–72.99 · VW $69.05i SEC
2017   Q3 685,997 0.43 Buy 0.43 $63.22–68.88 · VW $66.22i $47,128,000 SEC
2014   Q3 0 0.00 Sell 100.00% 0.59 $36.48–41.03 · VW $38.39i SEC
2014   Q2 925,260 0.59 Reduce 71.74% 1.44 $37.14–41.40 · VW $39.28i $34,956,000 SEC
2014   Q1 3,273,950 2.01 Buy 2.01 $39.07–45.90 · VW $41.87i $129,537,000 SEC
Price snapshot:
Current price$137.67
52-week low$121.79
52-week high$186.96