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  Global Payments Inc. (GPN)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2021   Q2 0 0.00 Sell 100.00% 3.47 SEC
2021   Q1 3,045,215 3.47 Reduce 17.46% 0.84 $201.58 $613,854,000 SEC
2020   Q4 3,689,194 4.80 Add 25.37% 0.97 $215.42 $794,726,000 SEC
2020   Q3 2,942,641 3.43 Add 16.54% 0.49 $177.58 $522,554,000 SEC
2020   Q2 2,524,955 3.38 Buy 3.38 $169.62 $428,283,000 SEC