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Egerton Capital (John Armitage) - FilingSpy
Egerton Capital
John Armitage
$6.57B
13F
2014 Q1
48 of 50 quarters
Overview
Activity
Holdings
29 Positions
Total: $6.57B
Show $
WFC
DIS
AXP
FOXA
CMCSA
V
AIG
MCO
QCOM
DVA
GRMN
CF
CHTR
CTSH
FISV
DAL
HOUS
AAL
LBTYA
BAC
NKE
ICE
LBTYK
SPGI
OMC
BXMT
FL
NCLH
WYND
9 Exited Positions
Previously $1.58B
MON
EXIT
PCLN
EXIT
OCN
EXIT
GOOGL
EXIT
MA
EXIT
AN
EXIT
AAPL
EXIT
NLSN
EXIT
URI
EXIT
