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  Nutrien Ltd. (NTR)
← All NTR superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2019   Q1 0 0.00 Sell 100.00% 1.42 $46.84–56.00 · VW $52.31i SEC
2018   Q4 3,472,993 1.42 Reduce 21.48% 0.43 $43.96–58.99 · VW $51.77i $163,231,000 SEC
2018   Q3 4,423,300 1.98 Add 66.26% 0.79 $51.50–58.81 · VW $55.66i $255,224,000 SEC
2018   Q2 2,660,527 1.15 Buy 1.15 $44.04–55.18 · VW $50.28i $144,679,000 SEC
Price snapshot:
Current price$67.60
52-week low$52.18
52-week high$83.98