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  Praxair Inc (PX)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2018   Q4 0 0.00 Sell 100.00% 4.36 SEC
2018   Q3 3,493,722 4.36 Reduce 18.32% 0.99 $160.73 $561,546,000 SEC
2018   Q2 4,277,482 5.38 Reduce 0.49% 0.03 $158.15 $676,484,000 SEC
2018   Q1 4,298,447 5.22 Add 2.00% 0.10 $144.30 $620,266,000 SEC
2017   Q4 4,213,976 5.90 Add 24.49% 1.16 $154.68 $651,818,000 SEC
2017   Q3 3,384,973 4.30 Add 24.01% 0.83 $139.74 $473,016,000 SEC
2017   Q2 2,729,517 3.71 Add 16.74% 0.53 $132.55 $361,797,000 SEC
2017   Q1 2,338,087 3.10 Add 10.15% 0.29 $118.60 $277,297,000 SEC
2016   Q4 2,122,688 3.16 Add 165.12% 1.97 $117.19 $248,758,000 SEC
2016   Q3 800,637 1.15 Buy 1.15 $120.83 $96,741,000 SEC