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  Nutrien Ltd. (NTR)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2019   Q1 0 0.00 Sell 100.00% 1.42 SEC
2018   Q4 3,472,993 1.42 Reduce 21.48% 0.43 $47.00 $163,231,000 SEC
2018   Q3 4,423,300 1.98 Add 66.26% 0.79 $57.70 $255,224,000 SEC
2018   Q2 2,660,527 1.15 Buy 1.15 $54.38 $144,679,000 SEC