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  Constellation Brands, Inc. (STZ)
← All STZ superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2018   Q3 0 0.00 Sell 100.00% 1.67 $198.85–222.22 · VW $211.64i SEC
2018   Q2 960,790 1.67 Add 18.80% 0.26 $214.50–236.62 · VW $225.35i $210,288,000 SEC
2018   Q1 808,764 1.55 Reduce 68.95% 3.72 $204.60–231.83 · VW $219.85i $184,333,000 SEC
2017   Q4 2,604,995 5.39 Reduce 15.18% 0.85 $198.44–229.42 · VW $217.98i $595,424,000 SEC
2017   Q3 3,071,057 5.57 Add 13.01% 0.64 $191.06–205.12 · VW $197.53i $612,522,000 SEC
2017   Q2 2,717,567 5.39 Add 9.33% 0.46 $160.53–197.41 · VW $179.88i $526,474,000 SEC
2017   Q1 2,485,583 4.51 Add 10.42% 0.43 $144.00–165.88 · VW $154.99i $402,838,000 SEC
2016   Q4 2,250,976 4.38 Add 0.17% <0.01 $144.00–173.55 · VW $157.48i $345,097,000 SEC
2016   Q3 2,247,175 4.43 Add 21.65% 0.79 $160.51–168.68 · VW $164.95i $374,132,000 SEC
2016   Q2 1,847,301 3.43 Buy 3.43 $149.26–166.22 · VW $157.83i $305,544,000 SEC
Price snapshot:
Current price$134.51
52-week low$124.80
52-week high$173.43