FilingSpy

Egerton Capital (John Armitage) - FilingSpy

John Armitage

Egerton Capital

John Armitage

$6.63B

Overview Activity Holdings

Buys

Alphabet Inc. (formerly Google Inc.)

$176.59M

+157.6K shares

BACNEW

Bank of America Corporation

$136.12M

+8.74M shares

Anywhere Real Estate Inc.

$134.14M

+2.71M shares

Apple Inc

$90.14M

+160.7K shares

Nielsen Holdings N V

$82.60M

+1.80M shares

DVANEW

DaVita Inc.

$45.89M

+724.2K shares

CFNEW

Cf Industries Holdings Inc

$44.58M

+191.3K shares

Walt Disney Co. (the)

$358.11M + $208.93M =$567.05M

5.55M+1.87M (+33.66%)

Monsanto Company

$251.23M + $171.24M =$422.47M

2.41M+1.22M (+50.59%)

Comcast Corporation

$319.50M + $85.14M =$404.64M

7.08M+704.9K (+9.95%)

Qualcomm Inc

$261.98M + $97.04M =$359.03M

3.89M+943.8K (+24.25%)

Moody'S Corporation

$261.57M + $39.86M =$301.43M

3.72M+122.2K (+3.29%)

American International Group Inc

$232.29M + $29.77M =$262.06M

4.78M+356.7K (+7.47%)

Visa Inc

$196.72M + $48.26M =$244.98M

1.03M+70.7K (+6.87%)

Fiserv, Inc.

$225.46M =$224.24M

2.23M+1.57M (+70.21%)

Garmin Ltd.

$115.61M + $66.83M =$182.45M

2.56M+1.39M (+54.39%)

Liberty Global Ltd

$51.34M + $123.78M =$175.13M

647.1K+1.32M (+204.10%)

Cognizant Technology Solutions Corp

$56.29M + $116.63M =$172.92M

685.5K+1.03M (+149.81%)

Autonation Inc

$42.55M + $49.33M =$91.88M

815.5K+1.03M (+126.72%)

United Rentals, Inc.

$50.72M + $19.35M =$70.07M

870.1K+28.9K (+3.32%)

Sells

CEXIT

Citigroup Inc

$268.91M - $268.91M =Closed

-5.54M shares (100%)

FRCEXIT

First Republic Bank

$83.05M - $83.05M =Closed

-1.78M shares (100%)

AONEXIT

Aon Plc

$31.27M - $31.27M =Closed

-420.0K shares (100%)

SIGEXIT

Signet Jewelers Limited

$94.22M - $94.22M =Closed

-1.32M shares (100%)

Twenty-First Century Fox, Inc.

$602.50M =$607.65M

17.28M left-702.2K (-3.91%)

American Express Company

$512.13M =$598.75M

6.60M left-182.3K (-2.69%)

Booking Holdings Inc

$276.34M - $6.14M =$270.20M

232.4K left-40.9K (-14.96%)

Onity Group Inc

$249.60M - $32.40M =$217.20M

3.92M left-558.5K (-12.48%)

Wells Fargo & Company

$193.63M =$197.88M

4.36M left-327.7K (-6.99%)

Mastercard Incorporated

$148.46M =$160.73M

192.4K left-28.3K (-12.82%)

Delta Air Lines Inc

$222.22M - $64.12M =$158.10M

5.76M left-3.66M (-38.90%)

Nike Inc

$224.20M - $94.43M =$129.77M

1.65M left-1.44M (-46.53%)

Charter Communications, Inc.

$132.74M - $61.31M =$71.42M

522.3K left-462.7K (-46.98%)