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  TransDigm Group Inc. (TDG)
← All TDG superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2020   Q1 0 0.00 Sell 100.00% 2.99 $200.06–673.51 · VW $452.34i SEC
2019   Q4 707,950 2.99 Reduce 7.36% 0.22 $497.33–597.94 · VW $550.73i $396,452,000 SEC
2019   Q3 764,194 3.02 Add 91.74% 1.44 $455.40–555.27 · VW $510.07i $397,893,000 SEC
2019   Q2 398,563 1.51 Buy 1.51 $437.98–501.17 · VW $467.87i $192,825,000 SEC
Price snapshot:
Current price$1,235.00
52-week low$1,123.61
52-week high$1,519.36