Egerton Capital
John Armitage
$6.31B
AUM
$6.31B
Positions
33
Top Position
CMCSA 10.5%
Top 10
62%
Notable Trades
Largest New
GILD
Gilead Sciences, Inc.
$509.79M
Biggest Increase
CMCSA
Comcast Corporation
+4.54M shares
Largest Exit
BAC
Bank of America Corporation
8.29M shares
Biggest Decrease
DIS
Walt Disney Co. (the)
-3.88M shares