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  Home Depot (HD)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2016   Q4 0 0.00 Sell 100.00% 1.76 SEC
2016   Q3 1,156,225 1.76 Reduce 15.39% 0.30 $128.68 $148,783,000 SEC
2016   Q2 1,366,466 1.96 Reduce 28.48% 0.73 $127.69 $174,484,000 SEC
2016   Q1 1,910,702 2.56 Add 4.85% 0.12 $133.43 $254,945,000 SEC
2015   Q4 1,822,365 2.65 Reduce 24.47% 0.81 $132.25 $241,008,000 SEC
2015   Q3 2,412,745 3.32 Add 1.60% 0.05 $115.49 $278,648,000 SEC
2015   Q2 2,374,828 3.59 Add 1.21% 0.04 $111.13 $263,915,000 SEC
2015   Q1 2,346,413 3.95 Reduce 33.03% 1.74 $113.61 $266,576,000 SEC
2014   Q4 3,503,755 5.28 Add 59.30% 1.97 $104.97 $367,789,000 SEC
2014   Q3 2,199,408 2.89 Buy 2.89 $91.74 $201,774,000 SEC