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  Packaging Corp. of America (PKG)
← All PKG superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2015   Q1 0 0.00 Sell 100.00% 1.12 $73.03–84.88 · VW $78.86i SEC
2014   Q4 998,199 1.12 Reduce 1.64% 0.02 $57.06–80.14 · VW $70.79i $77,909,000 SEC
2014   Q3 1,014,830 0.93 Buy 0.93 $63.11–72.82 · VW $66.92i $64,766,000 SEC
Price snapshot:
Current price$225.86
52-week low$184.47
52-week high$246.42