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  Union Pacific Corp. (UNP)
← All UNP superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2020   Q4 0 0.00 Sell 100.00% 4.07 $171.50–211.14 · VW $196.95i SEC
2020   Q3 3,145,619 4.07 Reduce 9.86% 0.46 $164.67–205.78 · VW $189.11i $619,278,000 SEC
2020   Q2 3,489,828 4.66 Reduce 4.54% 0.26 $132.50–187.83 · VW $163.13i $590,025,000 SEC
2020   Q1 3,655,613 5.75 Reduce 21.39% 1.35 $105.08–188.96 · VW $145.03i $515,588,000 SEC
2019   Q4 4,650,459 6.33 Reduce 32.25% 2.72 $149.09–181.59 · VW $170.49i $840,756,000 SEC
2019   Q3 6,863,737 8.44 Add 14.25% 1.05 $156.61–180.54 · VW $166.38i $1,111,788,000 SEC
2019   Q2 6,007,518 7.97 Reduce 22.28% 2.14 $163.50–180.02 · VW $170.88i $1,015,931,000 SEC
2019   Q1 7,729,579 9.60 Add 4.43% 0.41 $132.17–172.44 · VW $157.27i $1,292,386,000 SEC
2018   Q4 7,401,974 8.93 Reduce 7.05% 0.71 $128.08–164.98 · VW $143.76i $1,023,175,000 SEC
2018   Q3 7,962,988 10.06 Add 142.83% 5.92 $136.66–165.63 · VW $155.04i $1,296,613,000 SEC
2018   Q2 3,279,188 3.70 Add 0.31% 0.01 $126.37–148.33 · VW $138.79i $464,595,000 SEC
2018   Q1 3,269,058 3.70 Buy 3.70 $121.22–143.05 · VW $132.90i $439,459,000 SEC
Price snapshot:
Current price$289.13
52-week low$207.45
52-week high$290.38