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  Cf Inds Hldgs Inc (CF)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2015   Q4 0 0.00 Sell 100.00% 1.09 SEC
2015   Q3 2,037,065 1.09 Reduce 36.47% 1.02 $44.90 $91,464,000 SEC
2015   Q2 3,206,500 2.81 Add 602.02% 2.41 $64.28 $206,114,000 SEC
2015   Q1 456,753 1.92 Reduce 0.73% 0.01 $283.68 $129,572,000 SEC
2014   Q4 460,129 1.80 Buy 1.80 $272.54 $125,404,000 SEC
2014   Q3 0 0.00 Sell 100.00% 2.22 SEC
2014   Q2 544,372 2.22 Reduce 39.08% 1.41 $240.53 $130,938,000 SEC
2014   Q1 893,612 3.61 Add 367.13% 2.84 $260.64 $232,911,000 SEC
2013   Q4 191,300 0.67 Buy 0.67 $233.04 $44,581,000 SEC