John Armitage - Egerton Capital (UK) LLP

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 Linde plc (LIN)

Period	Shares	% of Portfolio	Activity	% Change to Portfolio	Price	Value	Filing
2026 Q1	1,068,371	5.88	Buy	5.88	$422.08–510.65 · VW $477.35i	$529,655,607	SEC
2023 Q2	0	0.00	Sell 100.00%	0.54	$350.60–383.58 · VW $365.39i		SEC
2023 Q1	119,255	0.54	Buy	0.54	$302.17–362.74 · VW $337.86i	$42,387,997	SEC

Price snapshot:

Current price$524.06

Avg. buy price$495.76

+/- since buy5.71%

52-week low$385.26

52-week high$548.20