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  Tenaris S A (TS)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2019   Q4 0 0.00 Sell 100.00% 1.89 SEC
2019   Q3 11,738,362 1.89 Reduce 17.41% 0.51 $21.18 $248,619,000 SEC
2019   Q2 14,212,420 2.93 Add 10.94% 0.29 $26.31 $373,929,000 SEC
2019   Q1 12,811,214 2.69 Add 70.19% 1.11 $28.25 $361,917,000 SEC
2018   Q4 7,527,640 1.40 Reduce 18.33% 0.44 $21.32 $160,489,000 SEC
2018   Q3 9,216,695 2.40 Add 35.33% 0.63 $33.52 $308,944,000 SEC
2018   Q2 6,810,741 1.97 Buy 1.97 $36.39 $247,843,000 SEC
2014   Q4 0 0.00 Sell 100.00% 0.82 SEC
2014   Q3 1,254,575 0.82 Buy 0.82 $45.55 $57,146,000 SEC