FilingSpy

Egerton Capital (John Armitage) - FilingSpy

John Armitage

Egerton Capital

John Armitage

$6.31B

Overview Activity Holdings

Buys

Gilead Sciences, Inc.

$509.79M

+6.15M shares

CCINEW

Crown Castle Inc.

$213.05M

+2.87M shares

LYBNEW

Lyondellbasell Industries NV

$140.31M

+1.44M shares

Baidu Inc

$127.66M

+683.4K shares

MCKNEW

Mckesson Corporation

$99.87M

+536.3K shares

MANEW

Mastercard Incorporated

$74.20M

+1.01M shares

SLBNEW

Slb Ltd

$70.09M

+594.2K shares

HALNEW

Halliburton Co.

$69.70M

+981.6K shares

HLTNEW

Hilton Worldwide Holdings Inc

$61.48M

+2.64M shares

OINEW

O-I Glass Inc

$6.02M

+173.7K shares

Comcast Corporation

$391.87M + $272.46M =$664.33M

7.83M+4.54M (+58.03%)

S&P Global Inc.

$118.21M + $224.81M =$343.02M

1.55M+2.58M (+166.66%)

DaVita Inc.

$244.06M + $76.22M =$320.28M

3.54M+883.8K (+24.93%)

American Airlines Group Inc

$170.88M + $147.79M =$318.68M

4.67M+2.75M (+58.88%)

Cognizant Technology Solutions Corp

$188.80M + $127.48M =$316.29M

3.73M+2.74M (+73.31%)

Nike Inc

$142.23M + $92.81M =$235.03M

1.93M+1.11M (+57.39%)

Liberty Global Ltd

$154.66M + $53.08M =$207.74M

3.72M+980.0K (+26.36%)

Foot Locker Inc

$39.48M + $42.50M =$81.97M

840.3K+776.0K (+92.35%)

Norwegian Cruise Line Holdings Ltd.

$37.95M + $11.79M =$49.74M

1.18M+393.1K (+33.43%)

Wyndham Destinations Inc

$26.05M + $12.50M =$38.55M

355.8K+153.4K (+43.10%)

Sells

AXPEXIT

American Express Company

$496.55M - $496.55M =Closed

-5.52M shares (100%)

BACEXIT

Bank of America Corporation

$142.54M - $142.54M =Closed

-8.29M shares (100%)

CHTREXIT

Charter Communications, Inc.

$212.87M - $212.87M =Closed

-1.73M shares (100%)

OMCEXIT

Omnicom Group Inc.

$68.30M - $68.30M =Closed

-940.8K shares (100%)

QCOMEXIT

Qualcomm Inc

$273.89M - $273.89M =Closed

-3.47M shares (100%)

HOUSEXIT

Anywhere Real Estate Inc.

$181.73M - $181.73M =Closed

-4.18M shares (100%)

Wells Fargo & Company

$578.35M - $122.07M =$456.28M

8.68M left-2.95M (-25.34%)

Twenty-First Century Fox, Inc.

$410.48M - $2.07M =$408.41M

11.62M left-1.22M (-9.51%)

American International Group Inc

$330.99M - $1.73M =$329.25M

6.03M left-585.9K (-8.85%)

Walt Disney Co. (the)

$565.07M - $292.78M =$272.29M

3.18M left-3.88M (-55.00%)

Garmin Ltd.

$243.55M - $77.84M =$165.71M

2.72M left-1.69M (-38.26%)

Fiserv, Inc.

$185.64M - $22.62M =$163.02M

2.70M left-572.0K (-17.47%)

Cf Industries Holdings Inc

$232.91M - $101.97M =$130.94M

544.4K left-349.2K (-39.08%)

Liberty Global Ltd

$126.22M =$127.54M

3.01M left-86.0K (-2.77%)

Delta Air Lines Inc

$185.02M - $92.55M =$92.47M

2.39M left-2.95M (-55.27%)

Moody'S Corporation

$279.46M - $199.31M =$80.15M

914.3K left-2.61M (-74.05%)

Visa Inc

$364.81M - $302.50M =$62.30M

295.7K left-1.39M (-82.50%)

Blackstone Mortgage Trust, Inc.

$44.38M - $854.0K =$43.53M

1.50M left-42.7K (-2.77%)

Intercontinental Exchange Inc

$129.54M - $94.58M =$34.96M

185.1K left-469.7K (-71.74%)