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  Walt Disney Co. (DIS)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2015   Q3 0 0.00 Sell 100.00% 0.97 SEC
2015   Q2 623,283 0.97 Add 1.06% 0.01 $114.14 $71,142,000 SEC
2015   Q1 616,728 0.96 Buy 0.96 $104.89 $64,689,000 SEC
2014   Q4 0 0.00 Sell 100.00% 4.02 SEC
2014   Q3 3,154,916 4.02 Reduce 0.66% 0.03 $89.03 $280,882,000 SEC
2014   Q2 3,175,724 4.61 Reduce 55.00% 4.82 $85.74 $272,287,000 SEC
2014   Q1 7,057,139 8.76 Reduce 4.92% 0.42 $80.07 $565,065,000 SEC
2013   Q4 7,422,086 8.55 Add 33.66% 2.15 $76.40 $567,047,000 SEC
2013   Q3 5,553,011 6.54 $64.49 $358,114,000 SEC