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  Mohawk Industries (MHK)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2017   Q3 0 0.00 Sell 100.00% 2.12 SEC
2017   Q2 855,589 2.12 Reduce 40.28% 1.48 $241.69 $206,787,000 SEC
2017   Q1 1,432,719 3.68 Add 3.09% 0.11 $229.49 $328,795,000 SEC
2016   Q4 1,389,794 3.52 Add 24.51% 0.69 $199.68 $277,514,000 SEC
2016   Q3 1,116,244 2.65 Reduce 20.64% 0.62 $200.34 $223,628,000 SEC
2016   Q2 1,406,504 3.00 Add 1.11% 0.03 $189.76 $266,898,000 SEC
2016   Q1 1,391,117 2.67 Add 24.54% 0.53 $190.90 $265,564,000 SEC
2015   Q4 1,117,029 2.33 Buy 2.33 $189.39 $211,554,000 SEC
2015   Q2 0 0.00 Sell 100.00% 2.12 SEC
2015   Q1 771,011 2.12 Buy 2.12 $185.75 $143,215,000 SEC