FilingSpy

Egerton Capital (John Armitage) - FilingSpy

John Armitage

Egerton Capital

John Armitage

$6.57B

Overview Activity Holdings

Buys

AALNEW

American Airlines Group Inc

$170.88M

+4.67M shares

ICENEW

Intercontinental Exchange Inc

$129.54M

+654.8K shares

Liberty Global Ltd

$126.22M

+3.10M shares

S&P Global Inc.

$118.21M

+1.55M shares

OMCNEW

Omnicom Group Inc.

$68.30M

+940.8K shares

FLNEW

Foot Locker Inc

$39.48M

+840.3K shares

Norwegian Cruise Line Holdings Ltd.

$37.95M

+1.18M shares

Wyndham Destinations Inc

$26.05M

+355.8K shares

Wells Fargo & Company

$197.88M + $380.47M =$578.35M

4.36M+7.27M (+166.78%)

Comcast Corporation

$404.64M =$391.87M

7.79M+45.1K (+0.58%)

Visa Inc

$244.98M + $119.83M =$364.81M

1.10M+589.9K (+53.62%)

American International Group Inc

$262.06M + $68.92M =$330.99M

5.13M+1.48M (+28.93%)

DaVita Inc.

$45.89M + $198.17M =$244.06M

724.2K+2.82M (+389.48%)

Garmin Ltd.

$182.45M + $61.10M =$243.55M

3.95M+457.4K (+11.58%)

Cf Industries Holdings Inc

$44.58M + $188.33M =$232.91M

191.3K+702.3K (+367.13%)

Charter Communications, Inc.

$71.42M + $141.44M =$212.87M

522.3K+1.21M (+230.83%)

Cognizant Technology Solutions Corp

$172.92M + $15.88M =$188.80M

1.71M+2.02M (+117.90%)

Anywhere Real Estate Inc.

$134.14M + $47.59M =$181.73M

2.71M+1.47M (+54.25%)

Liberty Global Ltd

$175.13M =$154.66M

1.97M+1.75M (+88.95%)

Nike Inc

$129.77M + $12.45M =$142.23M

1.65M+275.4K (+16.69%)

Sells

AAPLEXIT

Apple Inc

$90.14M - $90.14M =Closed

-160.7K shares (100%)

ANEXIT

Autonation Inc

$91.88M - $91.88M =Closed

-1.85M shares (100%)

Alphabet Inc. (formerly Google Inc.)

$176.59M - $176.59M =Closed

-157.6K shares (100%)

MAEXIT

Mastercard Incorporated

$160.73M - $160.73M =Closed

-192.4K shares (100%)

MONEXIT

Monsanto Company

$422.47M - $422.47M =Closed

-3.62M shares (100%)

OCNEXIT

Onity Group Inc

$217.20M - $217.20M =Closed

-3.92M shares (100%)

PCLNEXIT

Booking Holdings Inc

$270.20M - $270.20M =Closed

-232.4K shares (100%)

URIEXIT

United Rentals, Inc.

$70.07M - $70.07M =Closed

-898.9K shares (100%)

NLSNEXIT

Nielsen Holdings N V

$82.60M - $82.60M =Closed

-1.80M shares (100%)

Walt Disney Co. (the)

$567.05M - $1.98M =$565.07M

7.06M left-364.9K (-4.92%)

American Express Company

$598.75M - $102.19M =$496.55M

5.52M left-1.08M (-16.42%)

Twenty-First Century Fox, Inc.

$607.65M - $197.17M =$410.48M

12.84M left-4.44M (-25.69%)

Moody'S Corporation

$301.43M - $21.97M =$279.46M

3.52M left-318.2K (-8.28%)

Qualcomm Inc

$359.03M - $85.13M =$273.89M

3.47M left-1.36M (-28.17%)

Fiserv, Inc.

$224.24M - $38.61M =$185.64M

3.27M left-522.9K (-13.77%)

Delta Air Lines Inc

$158.10M =$185.02M

5.34M left-415.8K (-7.22%)

Bank of America Corporation

$136.12M =$142.54M

8.29M left-455.0K (-5.20%)