FilingSpy

Egerton Capital (John Armitage) - FilingSpy

John Armitage

Egerton Capital

John Armitage

$7.47B

Overview Activity Holdings

Buys

LUVNEW

Southwest Airlines Co

$626.45M

+14.80M shares

JPMNEW

JPMorgan Chase & Co.

$272.44M

+4.35M shares

Abbvie Inc.

$255.19M

+3.90M shares

Booking Holdings Inc

$172.50M

+151.3K shares

GRANEW

W.r. Grace & Co.

$163.01M

+1.71M shares

CFNEW

Cf Industries Holdings Inc

$125.40M

+460.1K shares

Ally Financial Inc

$93.81M

+3.97M shares

WBANEW

Walgreens Boots Alliance Inc

$54.21M

+711.4K shares

STNEW

Sensata Technologies Holding Plc

$51.26M

+978.1K shares

BGNEW

Bunge Global SA

$40.99M

+450.9K shares

WTWNEW

Willis Towers Watson Public Limited Company

$37.32M

+832.9K shares

BRXNEW

Brixmor Property Group Inc

$26.57M

+1.07M shares

HDBNEW

Hdfc Bank Ltd

$22.01M

+433.7K shares

Mastercard Incorporated

$371.60M + $177.14M =$548.74M

5.03M+1.34M (+26.69%)

S&P Global Inc.

$439.48M + $29.75M =$469.23M

5.20M+69.4K (+1.33%)

Apple Inc

$105.73M + $292.78M =$398.51M

1.05M+2.56M (+244.02%)

Canadian National Railway Company

$346.93M + $48.24M =$395.17M

4.89M+845.5K (+17.29%)

Baidu Inc

$226.42M + $145.90M =$372.31M

1.04M+595.7K (+57.41%)

The Home Depot Inc

$201.77M + $166.01M =$367.79M

2.20M+1.30M (+59.30%)

Charter Communications, Inc.

$63.46M + $139.59M =$203.05M

419.2K+799.4K (+190.68%)

Sells

AIGEXIT

American International Group Inc

$332.02M - $332.02M =Closed

-6.15M shares (100%)

CTSHEXIT

Cognizant Technology Solutions Corp

$116.86M - $116.86M =Closed

-2.61M shares (100%)

CCIEXIT

Crown Castle Inc.

$371.23M - $371.23M =Closed

-4.61M shares (100%)

DISEXIT

Walt Disney Co. (the)

$280.88M - $280.88M =Closed

-3.15M shares (100%)

FLEXIT

Foot Locker Inc

$89.44M - $89.44M =Closed

-1.61M shares (100%)

HCAEXIT

HCA Healthcare, Inc.

$89.51M - $89.51M =Closed

-1.27M shares (100%)

SIRIEXIT

Sirius XM Holdings Inc.

$72.90M - $72.90M =Closed

-20.89M shares (100%)

TSEXIT

Tenaris S.a.

$57.15M - $57.15M =Closed

-1.25M shares (100%)

LYBEXIT

Lyondellbasell Industries NV

$272.79M - $272.79M =Closed

-2.51M shares (100%)

Twenty-First Century Fox, Inc.

$501.63M =$534.22M

13.91M left-720.6K (-4.93%)

Comcast Corporation

$665.58M - $338.03M =$327.55M

5.65M left-6.73M (-54.38%)

Wells Fargo & Company

$381.91M - $77.35M =$304.56M

5.56M left-1.81M (-24.54%)

DaVita Inc.

$352.29M - $51.31M =$300.98M

3.97M left-842.7K (-17.50%)

Fiserv, Inc.

$172.63M =$184.89M

2.61M left-65.4K (-2.45%)

Slb Ltd

$259.44M - $116.40M =$143.05M

1.67M left-876.5K (-34.35%)

Nike Inc

$146.92M - $11.85M =$135.07M

1.40M left-242.3K (-14.71%)

American Airlines Group Inc

$131.48M =$133.65M

2.49M left-1.21M (-32.75%)

Mckesson Corporation

$158.26M - $26.39M =$131.87M

635.3K left-177.7K (-21.86%)

Gilead Sciences, Inc.

$606.69M - $497.66M =$109.04M

1.16M left-4.54M (-79.70%)

Liberty Global Ltd

$198.21M - $95.94M =$102.26M

2.04M left-2.62M (-56.29%)