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  Medline Inc. (MDLN)
← All MDLN superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 4,365,802 2.16 Buy 2.16 $38.50–50.88 · VW $43.49i $194,278,189 SEC
Price snapshot:
Current price$40.58
Avg. buy price$44.50
+/- since buy-8.81%
52-week low$32.81
52-week high$50.88