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  Optimum Communications, Inc. (OPTU)
← All OPTU superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2021   Q3 0 0.00 Sell 100.00% 1.11 $19.00–35.24 · VW $26.43i SEC
2021   Q2 6,036,046 1.11 Reduce 14.36% 0.19 $31.76–38.19 · VW $35.11i $206,071,000 SEC
2021   Q1 7,047,923 1.30 Reduce 2.81% 0.05 $31.83–38.14 · VW $34.78i $229,269,000 SEC
2020   Q4 7,251,731 1.66 Buy 1.66 $25.94–38.30 · VW $31.89i $274,623,000 SEC
2019   Q4 0 0.00 Sell 100.00% 1.53 $24.56–31.78 · VW $27.55i SEC
2019   Q3 7,037,118 1.53 Add 79.66% 0.68 $24.02–30.34 · VW $27.53i $201,825,000 SEC
2019   Q2 3,916,825 0.75 Buy 0.75 $21.57–25.15 · VW $23.78i $95,375,000 SEC
2017   Q4 0 0.00 Sell 100.00% 0.65 $17.80–28.45 · VW $21.36i SEC
2017   Q3 2,607,410 0.65 Add 30.37% 0.15 $26.11–34.86 · VW $29.96i $71,208,000 SEC
2017   Q2 2,000,000 0.66 Buy 0.66 $31.52–35.29 · VW $33.56i
IPO/listing quarter
$64,600,000 SEC
Price snapshot:
Current price$1.07
52-week low$0.58
52-week high$2.98