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  TransUnion (TRU)
← All TRU superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q4 0 0.00 Sell 100.00% 1.29 $70.20–88.80 · VW $81.54i SEC
2025   Q3 1,465,050 1.29 Buy 1.29 $82.22–99.39 · VW $89.34i $122,741,889 SEC
2019   Q2 0 0.00 Sell 100.00% 1.44 $63.37–73.71 · VW $68.58i SEC
2019   Q1 2,905,092 1.44 Reduce 36.59% 0.83 $53.93–66.98 · VW $62.44i $194,176,000 SEC
2018   Q4 4,581,244 2.27 Add 34.46% 0.58 $52.15–75.75 · VW $63.75i $260,215,000 SEC
2018   Q3 3,407,123 1.95 Add 39.60% 0.55 $70.38–79.48 · VW $74.31i $250,696,000 SEC
2018   Q2 2,440,560 1.39 Reduce 34.73% 0.62 $55.03–73.22 · VW $66.90i $174,842,000 SEC
2018   Q1 3,739,456 1.79 Reduce 10.72% 0.22 $53.11–61.42 · VW $57.45i $212,326,000 SEC
2017   Q4 4,188,430 2.08 Reduce 8.43% 0.17 $46.92–56.77 · VW $53.40i $230,196,000 SEC
2017   Q3 4,574,259 1.97 Add 114.79% 1.05 $41.07–49.46 · VW $46.06i $216,179,000 SEC
2017   Q2 2,129,642 0.94 Buy 0.94 $37.64–44.88 · VW $41.72i $92,235,000 SEC
Price snapshot:
Current price$76.21
52-week low$63.37
52-week high$98.77