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  Seagate Technology Hldngs Pl (STX)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 0 0.00 Sell 100.00% 2.18 SEC
2025   Q4 729,325 2.18 Reduce 54.22% 2.15 $275.39 $200,848,812 SEC
2025   Q3 1,592,983 3.97 Reduce 22.35% 0.68 $236.06 $376,039,567 SEC
2025   Q2 2,051,434 3.04 Buy 3.04 $144.33 $296,083,469 SEC