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  Carpenter Technology (CRS)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 1,330,920 5.82 Reduce 14.30% 0.76 $394.15 $524,582,118 SEC
2025   Q4 1,553,012 5.31 Add 13.00% 0.61 $314.84 $488,950,298 SEC
2025   Q3 1,374,333 3.56 Reduce 28.01% 1.52 $245.54 $337,453,725 SEC
2025   Q2 1,909,067 5.41 Add 4.90% 0.25 $276.38 $527,627,937 SEC
2025   Q1 1,819,885 3.80 Buy 3.80 $181.18 $329,726,764 SEC