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  S&P Global Inc. (SPGI)
← All SPGI superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2020   Q2 0 0.00 Sell 100.00% 1.38 $265.91–340.59 · VW $312.62i SEC
2020   Q1 533,897 1.38 Reduce 69.68% 2.39 $176.03–296.06 · VW $249.73i $123,776,000 SEC
2019   Q4 1,760,691 3.43 Reduce 13.13% 0.47 $235.65–284.49 · VW $266.01i $454,831,000 SEC
2019   Q3 2,026,777 3.56 Reduce 40.67% 2.35 $220.90–255.03 · VW $240.00i $469,744,000 SEC
2019   Q2 3,415,885 5.77 Reduce 3.24% 0.17 $194.82–235.30 · VW $220.62i $736,144,000 SEC
2019   Q1 3,530,302 5.23 Add 10.97% 0.52 $177.21–209.01 · VW $198.33i $703,221,000 SEC
2018   Q4 3,181,342 4.46 Reduce 4.91% 0.24 $148.23–181.50 · VW $170.35i $511,483,000 SEC
2018   Q3 3,345,685 4.80 Reduce 3.48% 0.19 $157.15–203.41 · VW $177.68i $618,461,000 SEC
2018   Q2 3,466,348 5.32 Add 0.20% 0.01 $175.13–205.59 · VW $190.12i $668,641,000 SEC
2018   Q1 3,459,262 5.26 Add 28.95% 1.18 $156.09–187.10 · VW $173.87i $625,285,000 SEC
2017   Q4 2,682,543 3.89 Reduce 39.55% 2.36 $146.36–175.35 · VW $164.35i $429,918,000 SEC
2017   Q3 4,437,760 5.97 Add 0.83% 0.05 $139.14–157.21 · VW $148.13i $656,259,000 SEC
2017   Q2 4,401,310 6.23 Reduce 25.79% 2.12 $126.89–149.81 · VW $140.67i $607,897,000 SEC
2017   Q1 5,931,247 8.21 Reduce 2.21% 0.17 $112.39–129.38 · VW $122.91i $733,634,000 SEC
2016   Q4 6,065,059 7.84 Add 14.90% 1.02 $101.43–120.79 · VW $111.97i $617,064,000 SEC
2016   Q3 5,278,681 7.49 Reduce 12.39% 0.85 $112.58–121.48 · VW $116.45i $632,043,000 SEC
2016   Q2 6,024,993 6.86 Buy 6.86 $92.38–116.09 · VW $108.03i $611,391,000 SEC
Price snapshot:
Current price$437.84
52-week low$359.36
52-week high$543.27