John Armitage - Egerton Capital (UK) LLP
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  CRH plc (CRH)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 2,759,331 3.22 Add 22.04% 0.58 $105.12 $290,060,875 SEC
2025   Q4 2,261,060 3.07 Reduce 46.93% 2.53 $124.80 $282,180,288 SEC
2025   Q3 4,260,846 5.39 Reduce 6.78% 0.29 $119.90 $510,875,435 SEC
2025   Q2 4,570,564 4.30 Add 8.02% 0.32 $91.80 $419,577,775 SEC
2025   Q1 4,231,236 4.29 Reduce 2.26% 0.10 $87.97 $372,221,831 SEC
2024   Q4 4,328,892 4.63 Reduce 1.96% 0.08 $92.52 $400,509,088 SEC
2024   Q3 4,415,658 4.13 Add 12.06% 0.44 $92.74 $409,508,123 SEC
2024   Q2 3,940,353 2.98 Reduce 6.97% 0.25 $74.98 $295,447,668 SEC
2024   Q1 4,235,437 3.53 Add 24.82% 0.70 $86.26 $365,348,796 SEC
2023   Q4 3,393,265 2.54 Buy 2.54 $69.16 $234,678,207 SEC