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  Packaging Corp. of America (PKG)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2015   Q1 0 0.00 Sell 100.00% 1.12 SEC
2014   Q4 998,199 1.12 Reduce 1.64% 0.02 $78.05 $77,909,000 SEC
2014   Q3 1,014,830 0.93 Buy 0.93 $63.82 $64,766,000 SEC