John Armitage's DIS Position Overview
John Armitage (via Egerton Capital (Uk) Llp) currently holds 933,073 shares of The Walt Disney Company (DIS) worth $97.88 M, representing 1.00% of the portfolio. First purchased in 2013-Q3, this medium-term investment has been held for 10 quarters.
Based on 13F filings, John Armitage has maintained a strategic position in DIS, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2013, adding 1.87 M shares. Largest reduction occurred in Q2 2014, reducing 3.88 M shares.
Analysis based on 13F filings available since 2013 Q2
John Armitage's The Walt Disney Company (DIS) Holding Value Over Time
Track share changes against reported price movement
Quarterly The Walt Disney Company (DIS) Trades by John Armitage
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2026 | +933,073 | New Buy | 933,073 | $104.90 |
| Q3 2015 | -623,283 | Sold Out | 0 | $0.00 |
| Q2 2015 | +6,555 | Add 1.06% | 623,283 | $114.14 |
| Q1 2015 | +616,728 | New Buy | 616,728 | $104.89 |
| Q4 2014 | -3.15 M | Sold Out | 0 | $0.00 |
| Q3 2014 | -20,808 | Reduce 0.66% | 3.15 M | $89.03 |
| Q2 2014 | -3.88 M | Reduce 55.00% | 3.18 M | $85.74 |
| Q1 2014 | -364,947 | Reduce 4.92% | 7.06 M | $80.07 |
| Q4 2013 | +1.87 M | Add 33.66% | 7.42 M | $76.40 |
| Q3 2013 | +5.55 M | Add 0.00% | 5.55 M | $64.49 |
John Armitage's The Walt Disney Company Investment FAQs
John Armitage first purchased The Walt Disney Company (DIS) in Q3 2013, acquiring 5,553,011 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
John Armitage has held The Walt Disney Company (DIS) for 10 quarters since Q3 2013.
John Armitage's largest addition to The Walt Disney Company (DIS) was in Q3 2013, adding 5,553,011 shares worth $358.11 M.
According to the latest 13F filing for Q3 2026, John Armitage's firm, Egerton Capital (Uk) Llp, owns 933,073 shares of The Walt Disney Company (DIS), valued at approximately $97.88 M.
As of the Q3 2026 filing, The Walt Disney Company (DIS) represents approximately 1.00% of John Armitage's publicly disclosed stock portfolio, making it one of their key holdings.
John Armitage's peak holding in The Walt Disney Company (DIS) was 7,422,086 shares, as reported at the end of Q4 2013.