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  LyondellBasell Industries N.V. (LYB)
← All LYB superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2014   Q4 0 0.00 Sell 100.00% 3.90 $70.06–107.79 · VW $85.76i SEC
2014   Q3 2,510,469 3.90 Add 74.72% 1.67 $97.09–115.40 · VW $108.79i $272,788,000 SEC
2014   Q2 1,436,892 2.37 Buy 2.37 $85.40–102.63 · VW $95.33i $140,313,000 SEC
Price snapshot:
Current price$58.32
52-week low$39.52
52-week high$83.07