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 Ge Vernova Inc (GEV)
| Period |
Shares |
% of Portfolio |
Activity |
% Change to Portfolio |
Reported Price |
Value |
Filing |
| 2024 Q4 |
0 |
0.00 |
Sell 100.00%
|
1.54 |
|
|
SEC |
| 2024 Q3 |
597,858 |
1.54 |
Reduce 23.79%
|
0.32 |
$254.98 |
$152,441,833 |
SEC |
| 2024 Q2 |
784,508 |
1.36 |
Buy
|
1.36 |
$171.51 |
$134,550,967 |
SEC |