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  Bread Financial Holdings Inc. (BFH)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2015   Q2 0 0.00 Sell 100.00% 0.51 SEC
2015   Q1 115,962 0.51 Buy 0.51 $296.25 $34,354,000 SEC