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  Norwegian Cruise Line Holdings Ltd. (NCLH)
← All NCLH superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2016   Q1 0 0.00 Sell 100.00% 0.67 $37.01–58.19 · VW $48.40i SEC
2015   Q4 1,038,568 0.67 Reduce 49.81% 0.70 $53.46–64.27 · VW $58.94i $60,860,000 SEC
2015   Q3 2,069,262 1.41 Buy 1.41 $50.00–63.22 · VW $58.16i $118,569,000 SEC
2014   Q3 0 0.00 Sell 100.00% 0.84 $31.38–38.05 · VW $34.25i SEC
2014   Q2 1,569,150 0.84 Add 33.43% 0.21 $29.08–34.18 · VW $32.31i $49,742,000 SEC
2014   Q1 1,176,012 0.59 Buy 0.59 $31.61–37.30 · VW $33.74i $37,950,000 SEC
Price snapshot:
Current price$19.63
52-week low$14.53
52-week high$27.18