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  Seagate Technology Holdings plc (STX)
← All STX superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 0 0.00 Sell 100.00% 2.18 $277.69–459.84 · VW $395.56i SEC
2025   Q4 729,325 2.18 Reduce 54.22% 2.15 $209.00–308.93 · VW $262.46i $200,848,812 SEC
2025   Q3 1,592,983 3.97 Reduce 22.35% 0.68 $138.30–236.51 · VW $175.84i $376,039,567 SEC
2025   Q2 2,051,434 3.04 Buy 3.04 $63.19–144.48 · VW $105.79i $296,083,469 SEC
Price snapshot:
Current price$860.66
52-week low$137.17
52-week high$1,144.18