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  Linde Plc (LINEUR)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2022   Q4 0 0.00 Sell 100.00% 2.59 SEC
2022   Q3 1,094,168 2.59 Reduce 14.21% 0.40 $269.59 $294,977,000 SEC
2022   Q2 1,275,367 2.81 Reduce 47.81% 2.23 $287.53 $366,706,000 SEC
2022   Q1 2,443,717 4.66 Add 92.12% 2.23 $319.43 $780,597,000 SEC
2021   Q4 1,271,992 2.28 Reduce 64.53% 3.54 $346.43 $440,656,000 SEC
2021   Q3 3,586,167 5.49 Add 10.06% 0.50 $293.38 $1,052,110,000 SEC
2021   Q2 3,258,404 5.06 Add 0.35% 0.02 $289.10 $942,005,000 SEC
2021   Q1 3,247,032 5.14 Add 13.23% 0.60 $280.14 $909,624,000 SEC
2020   Q4 2,867,696 4.56 Add 36.40% 1.22 $263.51 $755,667,000 SEC
2020   Q3 2,102,417 3.29 Reduce 25.20% 1.19 $238.13 $500,649,000 SEC
2020   Q2 2,810,613 4.71 Reduce 2.75% 0.15 $212.11 $596,159,000 SEC
2020   Q1 2,890,209 5.57 Buy 5.57 $173.00 $500,006,000 SEC
2019   Q1 0 0.00 Sell 100.00% 4.09 SEC
2018   Q4 3,006,048 4.09 Buy 4.09 $156.04 $469,064,000 SEC