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  L Brands Inc (LB)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2021   Q3 0 0.00 Sell 100.00% 5.05 SEC
2021   Q2 13,024,177 5.05 Reduce 17.70% 0.98 $72.06 $938,522,000 SEC
2021   Q1 15,825,290 5.53 Add 0.04% <0.01 $61.86 $978,952,000 SEC
2020   Q4 15,819,746 3.55 Add 8.78% 0.29 $37.19 $588,336,000 SEC
2020   Q3 14,543,036 3.04 Add 68.22% 1.23 $31.81 $462,614,000 SEC
2020   Q2 8,645,380 1.02 Add 12.75% 0.12 $14.97 $129,421,000 SEC
2020   Q1 7,667,887 0.99 Buy 0.99 $11.56 $88,641,000 SEC