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  Mohawk Industries, Inc. (MHK)
← All MHK superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2017   Q3 0 0.00 Sell 100.00% 2.12 $236.48–259.91 · VW $248.81i SEC
2017   Q2 855,589 2.12 Reduce 40.28% 1.48 $226.57–248.24 · VW $237.01i $206,787,000 SEC
2017   Q1 1,432,719 3.68 Add 3.09% 0.11 $199.90–233.70 · VW $220.24i $328,795,000 SEC
2016   Q4 1,389,794 3.52 Add 24.51% 0.69 $175.52–205.91 · VW $193.36i $277,514,000 SEC
2016   Q3 1,116,244 2.65 Reduce 20.64% 0.62 $183.90–216.58 · VW $205.90i $223,628,000 SEC
2016   Q2 1,406,504 3.00 Add 1.11% 0.03 $177.34–201.78 · VW $192.97i $266,898,000 SEC
2016   Q1 1,391,117 2.67 Add 24.54% 0.53 $148.56–193.59 · VW $175.17i $265,564,000 SEC
2015   Q4 1,117,029 2.33 Buy 2.33 $180.00–201.88 · VW $191.35i $211,554,000 SEC
2015   Q2 0 0.00 Sell 100.00% 2.12 $172.97–195.30 · VW $183.71i SEC
2015   Q1 771,011 2.12 Buy 2.12 $151.15–188.29 · VW $173.34i $143,215,000 SEC
Price snapshot:
Current price$107.66
52-week low$92.99
52-week high$143.13