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  NVR Inc. (NVR)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2022   Q3 0 0.00 Sell 100.00% 0.34 SEC
2022   Q2 11,068 0.34 Reduce 2.41% <0.01 $4,004.16 $44,318,000 SEC
2022   Q1 11,341 0.30 Buy 0.30 $4,467.24 $50,663,000 SEC
2021   Q2 0 0.00 Sell 100.00% 0.63 SEC
2021   Q1 23,531 0.63 Reduce 58.19% 0.81 $4,710.93 $110,853,000 SEC
2020   Q4 56,278 1.39 Add 189.39% 0.91 $4,079.85 $229,606,000 SEC
2020   Q3 19,447 0.52 Buy 0.52 $4,083.10 $79,404,000 SEC