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  SLB N.V. (SLB)
← All SLB superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2024   Q1 0 0.00 Sell 100.00% 1.86 $45.41–55.69 · VW $49.00i SEC
2023   Q4 3,295,155 1.86 Reduce 66.50% 4.43 $46.91–54.37 · VW $49.87i $171,479,866 SEC
2023   Q3 9,837,492 6.66 Add 14.23% 0.83 $50.78–62.12 · VW $54.98i $573,525,784 SEC
2023   Q2 8,612,121 4.36 Reduce 13.06% 0.80 $42.90–60.12 · VW $53.99i $423,027,384 SEC
2023   Q1 9,905,496 6.15 Reduce 10.06% 0.59 $42.73–56.14 · VW $47.23i $486,359,854 SEC
2022   Q4 11,013,635 5.83 Buy 5.83 $46.83–59.45 · VW $53.16i $588,788,927 SEC
2016   Q1 0 0.00 Sell 100.00% 0.33 $71.34–81.96 · VW $76.53i SEC
2015   Q4 431,129 0.33 Add 28.42% 0.07 $59.60–78.22 · VW $69.85i $30,071,000 SEC
2015   Q3 335,719 0.28 Reduce 61.77% 0.64 $66.57–82.43 · VW $75.38i $23,155,000 SEC
2015   Q2 878,052 1.03 Add 5.41% 0.05 $68.01–92.61 · VW $79.33i $75,679,000 SEC
2015   Q1 832,951 1.03 Reduce 50.27% 1.03 $79.39–95.13 · VW $88.43i $69,501,000 SEC
2014   Q4 1,674,815 2.05 Reduce 34.35% 1.27 $75.60–89.00 · VW $82.92i $143,046,000 SEC
2014   Q3 2,551,306 3.71 Add 329.37% 2.85 $83.25–109.93 · VW $93.04i $259,442,000 SEC
2014   Q2 594,200 1.19 Buy 1.19 $102.91–118.76 · VW $110.44i $70,086,000 SEC
Price snapshot:
Current price$47.36
52-week low$31.05
52-week high$58.51