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  The New York Times Co. (NYT)
← All NYT superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 971,884 0.90 Reduce 31.07% 0.33 $58.87–87.10 · VW $75.00i $81,375,847 SEC
2025   Q4 1,410,003 1.06 Buy 1.06 $56.48–73.80 · VW $67.86i $97,882,408 SEC
Price snapshot:
Current price$75.04
Avg. buy price$69.42
+/- since buy8.10%
52-week low$50.44
52-week high$86.83