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  TransUnion (TRU)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2025   Q4 0 0.00 Sell 100.00% 1.29 SEC
2025   Q3 1,465,050 1.29 Buy 1.29 $83.78 $122,741,889 SEC
2019   Q2 0 0.00 Sell 100.00% 1.44 SEC
2019   Q1 2,905,092 1.44 Reduce 36.59% 0.83 $66.84 $194,176,000 SEC
2018   Q4 4,581,244 2.27 Add 34.46% 0.58 $56.80 $260,215,000 SEC
2018   Q3 3,407,123 1.95 Add 39.60% 0.55 $73.58 $250,696,000 SEC
2018   Q2 2,440,560 1.39 Reduce 34.73% 0.62 $71.64 $174,842,000 SEC
2018   Q1 3,739,456 1.79 Reduce 10.72% 0.22 $56.78 $212,326,000 SEC
2017   Q4 4,188,430 2.08 Reduce 8.43% 0.17 $54.96 $230,196,000 SEC
2017   Q3 4,574,259 1.97 Add 114.79% 1.05 $47.26 $216,179,000 SEC
2017   Q2 2,129,642 0.94 Buy 0.94 $43.31 $92,235,000 SEC