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  Constellation Brands (STZ)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2018   Q3 0 0.00 Sell 100.00% 1.67 SEC
2018   Q2 960,790 1.67 Add 18.80% 0.26 $218.87 $210,288,000 SEC
2018   Q1 808,764 1.55 Reduce 68.95% 3.72 $227.92 $184,333,000 SEC
2017   Q4 2,604,995 5.39 Reduce 15.18% 0.85 $228.57 $595,424,000 SEC
2017   Q3 3,071,057 5.57 Add 13.01% 0.64 $199.45 $612,522,000 SEC
2017   Q2 2,717,567 5.39 Add 9.33% 0.46 $193.73 $526,474,000 SEC
2017   Q1 2,485,583 4.51 Add 10.42% 0.43 $162.07 $402,838,000 SEC
2016   Q4 2,250,976 4.38 Add 0.17% <0.01 $153.31 $345,097,000 SEC
2016   Q3 2,247,175 4.43 Add 21.65% 0.79 $166.49 $374,132,000 SEC
2016   Q2 1,847,301 3.43 Buy 3.43 $165.40 $305,544,000 SEC