John Armitage - Egerton Capital (UK) LLP
Period: Q1 2026
Portfolio date: 31 Mar 2026
No. of stocks: 24
Portfolio value: $9,010,197,462
Holding/activity history for Builders FirstSource Inc. (BLDR)
| Period |
Shares |
% of Portfolio |
Activity |
% Change to Portfolio |
Reported Price |
Value |
Filing |
| 2025 Q3 |
0 |
0.00 |
Sell 100.00%
|
0.31 |
|
|
SEC |
| 2025 Q2 |
262,628 |
0.31 |
Buy
|
0.31 |
$116.69 |
$30,646,061 |
SEC |