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  Stoneco Ltd (STNE)
← All STNE superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2021   Q3 0 0.00 Sell 100.00% 1.03 $34.28–70.74 · VW $50.03i SEC
2021   Q2 2,871,017 1.03 Reduce 21.81% 0.28 $55.13–71.08 · VW $64.69i $192,530,000 SEC
2021   Q1 3,671,898 1.27 Add 4.76% 0.06 $57.35–95.12 · VW $75.32i $224,794,000 SEC
2020   Q4 3,504,985 1.78 Buy 1.78 $50.40–87.23 · VW $67.46i $294,138,000 SEC