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  Lowe's Cos. (LOW)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2023   Q2 0 0.00 Sell 100.00% 2.83 SEC
2023   Q1 1,119,576 2.83 Reduce 50.87% 2.28 $199.97 $223,881,613 SEC
2022   Q4 2,278,825 4.49 Reduce 1.14% 0.04 $199.24 $454,033,093 SEC
2022   Q3 2,305,196 3.81 Reduce 6.08% 0.20 $187.81 $432,939,000 SEC
2022   Q2 2,454,342 3.29 Reduce 32.03% 1.40 $174.67 $428,700,000 SEC
2022   Q1 3,610,961 4.36 Add 56.23% 1.57 $202.19 $730,100,000 SEC
2021   Q4 2,311,339 3.09 Buy 3.09 $258.48 $597,435,000 SEC