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  TransDigm Group Inc. (TDG)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2020   Q1 0 0.00 Sell 100.00% 2.99 SEC
2019   Q4 707,950 2.99 Reduce 7.36% 0.22 $560.00 $396,452,000 SEC
2019   Q3 764,194 3.02 Add 91.74% 1.44 $520.67 $397,893,000 SEC
2019   Q2 398,563 1.51 Buy 1.51 $483.80 $192,825,000 SEC