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  Southwest Airlines (LUV)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2018   Q2 0 0.00 Sell 100.00% 4.94 SEC
2018   Q1 10,259,924 4.94 Add 40.34% 1.42 $57.28 $587,688,000 SEC
2017   Q4 7,310,517 4.33 Add 9.84% 0.39 $65.45 $478,473,000 SEC
2017   Q3 6,655,689 3.39 Reduce 12.34% 0.60 $55.98 $372,585,000 SEC
2017   Q2 7,592,802 4.83 Reduce 19.24% 1.09 $62.14 $471,817,000 SEC
2017   Q1 9,401,341 5.65 Add 39.02% 1.59 $53.76 $505,416,000 SEC
2016   Q4 6,762,598 4.28 Reduce 44.41% 2.49 $49.84 $337,048,000 SEC
2016   Q3 12,164,412 5.60 Reduce 20.24% 1.36 $38.89 $473,074,000 SEC
2016   Q2 15,251,635 6.71 Reduce 6.42% 0.47 $39.21 $598,017,000 SEC
2016   Q1 16,298,268 7.34 Add 5.37% 0.37 $44.80 $730,162,000 SEC
2015   Q4 15,467,462 7.33 Reduce 8.05% 0.61 $43.06 $666,029,000 SEC
2015   Q3 16,820,941 7.62 Add 20.70% 1.31 $38.04 $639,869,000 SEC
2015   Q2 13,936,320 6.28 Reduce 28.10% 3.58 $33.09 $461,153,000 SEC
2015   Q1 19,383,505 12.73 Add 30.95% 3.01 $44.30 $858,689,000 SEC
2014   Q4 14,802,678 8.99 Buy 8.99 $42.32 $626,449,000 SEC