John Armitage - Egerton Capital (UK) LLP
Period: Q1 2026
Portfolio date: 31 Mar 2026
No. of stocks: 24
Portfolio value: $9,010,197,462
Holding/activity history for New York Times CL A (NYT)
| Period |
Shares |
% of Portfolio |
Activity |
% Change to Portfolio |
Reported Price |
Value |
Filing |
| 2026 Q1 |
971,884 |
0.90 |
Reduce 31.07%
|
0.33 |
$83.73 |
$81,375,847 |
SEC |
| 2025 Q4 |
1,410,003 |
1.06 |
Buy
|
1.06 |
$69.42 |
$97,882,408 |
SEC |