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  Aramark (ARMK)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2025   Q4 0 0.00 Sell 100.00% 1.30 SEC
2025   Q3 3,204,201 1.30 Add 13.24% 0.15 $38.40 $123,041,318 SEC
2025   Q2 2,829,545 1.22 Add 36.36% 0.33 $41.87 $118,473,049 SEC
2025   Q1 2,075,126 0.83 Add 79.03% 0.37 $34.52 $71,633,350 SEC
2024   Q4 1,159,072 0.50 Reduce 1.95% <0.01 $37.31 $43,244,976 SEC
2024   Q3 1,182,142 0.46 Buy 0.46 $38.73 $45,784,360 SEC
2019   Q4 0 0.00 Sell 100.00% 0.21 SEC
2019   Q3 635,058 0.21 Buy 0.21 $43.58 $27,676,000 SEC