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  Sensata Technologies Hldg NV (9ST)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2015   Q3 0 0.00 Sell 100.00% 0.66 SEC
2015   Q2 920,316 0.66 Reduce 67.69% 1.64 $52.74 $48,537,000 SEC
2015   Q1 2,847,985 2.43 Add 191.19% 1.60 $57.45 $163,617,000 SEC
2014   Q4 978,064 0.74 Buy 0.74 $52.41 $51,260,000 SEC