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  United Rentals (URI)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2014   Q1 0 0.00 Sell 100.00% 1.06 SEC
2013   Q4 898,913 1.06 Add 3.32% 0.03 $77.95 $70,070,000 SEC
2013   Q3 870,058 0.93 $58.29 $50,716,000 SEC