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  International Flavors & Fragrances Inc. (IFF)
← All IFF superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2022   Q1 0 0.00 Sell 100.00% 0.59 $113.40–134.57 · VW $126.71i SEC
2021   Q4 756,710 0.59 Reduce 11.17% 0.07 $125.39–151.86 · VW $136.75i $113,998,000 SEC
2021   Q3 851,901 0.59 Buy 0.59 $130.51–155.00 · VW $142.56i $113,916,000 SEC
Price snapshot:
Current price$75.10
52-week low$58.13
52-week high$83.83