FilingSpy

Egerton Capital (John Armitage) - FilingSpy

John Armitage

Egerton Capital

John Armitage

$7.43B

Overview Activity Holdings

Buys

CNINEW

Canadian National Railway Company

$346.93M

+4.89M shares

HDNEW

The Home Depot Inc

$201.77M

+2.20M shares

Apple Inc

$105.73M

+1.05M shares

HCANEW

HCA Healthcare, Inc.

$89.51M

+1.27M shares

Sirius XM Holdings Inc.

$72.90M

+20.89M shares

TIFNEW

Tiffany & Co.

$71.92M

+746.8K shares

PKGNEW

Packaging Corporation of America

$64.77M

+1.01M shares

Charter Communications, Inc.

$63.46M

+419.2K shares

TSNEW

Tenaris S.a.

$57.15M

+1.25M shares

Comcast Corporation

$664.33M + $1.25M =$665.58M

12.38M+287 (+0.00%)

Twenty-First Century Fox, Inc.

$408.41M + $93.22M =$501.63M

11.62M+3.01M (+25.91%)

S&P Global Inc.

$343.02M + $96.46M =$439.48M

4.13M+1.07M (+25.97%)

Mastercard Incorporated

$74.20M + $297.40M =$371.60M

1.01M+4.02M (+397.77%)

Crown Castle Inc.

$213.05M + $158.18M =$371.23M

2.87M+1.74M (+60.68%)

DaVita Inc.

$320.28M + $32.01M =$352.29M

4.43M+388.0K (+8.76%)

American International Group Inc

$329.25M + $2.77M =$332.02M

6.03M+113.7K (+1.89%)

Lyondellbasell Industries NV

$140.31M + $132.47M =$272.79M

1.44M+1.07M (+74.72%)

Slb Ltd

$70.09M + $189.36M =$259.44M

594.2K+1.96M (+329.37%)

Baidu Inc

$127.66M + $98.75M =$226.42M

683.4K+354.1K (+51.82%)

Mckesson Corporation

$99.87M + $58.40M =$158.26M

536.3K+276.7K (+51.59%)

Sells

CFEXIT

Cf Industries Holdings Inc

$130.94M - $130.94M =Closed

-544.4K shares (100%)

DALEXIT

Delta Air Lines Inc

$92.47M - $92.47M =Closed

-2.39M shares (100%)

HALEXIT

Halliburton Co.

$69.70M - $69.70M =Closed

-981.6K shares (100%)

HLTEXIT

Hilton Worldwide Holdings Inc

$61.48M - $61.48M =Closed

-2.64M shares (100%)

ICEEXIT

Intercontinental Exchange Inc

$34.96M - $34.96M =Closed

-185.1K shares (100%)

MCOEXIT

Moody'S Corporation

$80.15M - $80.15M =Closed

-914.3K shares (100%)

OIEXIT

O-I Glass Inc

$6.02M - $6.02M =Closed

-173.7K shares (100%)

VEXIT

Visa Inc

$62.30M - $62.30M =Closed

-295.7K shares (100%)

WYNDEXIT

Wyndham Destinations Inc

$38.55M - $38.55M =Closed

-509.2K shares (100%)

NCLHEXIT

Norwegian Cruise Line Holdings Ltd.

$49.74M - $49.74M =Closed

-1.57M shares (100%)

Gilead Sciences, Inc.

$509.79M =$606.69M

5.70M left-449.4K (-7.31%)

Wells Fargo & Company

$456.28M - $74.37M =$381.91M

7.36M left-1.32M (-15.19%)

Walt Disney Co. (the)

$272.29M =$280.88M

3.15M left-20.8K (-0.66%)

Liberty Global Ltd

$207.74M - $9.54M =$198.21M

4.66M left-38.6K (-0.82%)

Fiserv, Inc.

$163.02M =$172.63M

2.67M left-31.9K (-1.18%)

Nike Inc

$235.03M - $88.11M =$146.92M

1.65M left-1.38M (-45.65%)

American Airlines Group Inc

$318.68M - $187.20M =$131.48M

3.71M left-3.71M (-50.04%)

Garmin Ltd.

$165.71M - $37.57M =$128.14M

2.46M left-256.3K (-9.42%)

Liberty Global Ltd

$127.54M - $4.98M =$122.57M

2.99M left-26.5K (-0.88%)

Cognizant Technology Solutions Corp

$316.29M - $199.43M =$116.86M

2.61M left-3.86M (-59.64%)