FilingSpy

Egerton Capital (John Armitage) - FilingSpy

John Armitage

Egerton Capital

John Armitage

$7.89B

Overview Activity Holdings

Buys

AIGNEW

American International Group Inc

$370.60M

+5.99M shares

Comcast Corporation

$341.25M

+5.67M shares

MLMNEW

Martin Marietta Materials Inc

$268.61M

+1.90M shares

SKXNEW

Skechers USA Inc

$125.96M

+1.15M shares

The Charles Schwab Corporation

$70.01M

+2.14M shares

Gopro, Inc.

$46.82M

+888.1K shares

Delphi Automotive Plc

$11.07M

+130.1K shares

Time Warner Cable Inc

$282.46M + $823.86M =$1.11B

1.88M+4.32M (+229.48%)

S&P Global Inc.

$557.86M =$548.33M

5.40M+63.6K (+1.18%)

Gilead Sciences, Inc.

$77.56M + $390.69M =$468.26M

790.4K+3.21M (+406.01%)

Mastercard Incorporated

$361.13M + $46.12M =$407.25M

4.18M+176.3K (+4.22%)

JPMorgan Chase & Co.

$224.42M + $174.29M =$398.72M

3.70M+2.18M (+58.84%)

Booking Holdings Inc

$256.01M + $111.65M =$367.66M

219.9K+99.4K (+45.21%)

Visa Inc

$293.80M + $11.05M =$304.85M

4.49M+48.2K (+1.07%)

The Home Depot Inc

$266.58M =$263.92M

2.35M+28.4K (+1.21%)

DaVita Inc.

$221.24M + $31.01M =$252.25M

2.72M+452.2K (+16.61%)

Meta Platforms Inc

$49.11M + $178.50M =$227.61M

597.3K+2.06M (+344.29%)

Cf Industries Holdings Inc

$129.57M + $76.54M =$206.11M

456.8K+2.75M (+602.02%)

W.r. Grace & Co.

$101.56M + $91.91M =$193.47M

1.03M+901.7K (+87.78%)

Activision Blizzard, Inc.

$96.84M + $84.70M =$181.54M

4.26M+3.24M (+76.00%)

Sells

BFHEXIT

Bread Financial Holdings Inc

$34.35M - $34.35M =Closed

-116.0K shares (100%)

BIDUEXIT

Baidu Inc

$351.29M - $351.29M =Closed

-1.69M shares (100%)

BRXEXIT

Brixmor Property Group Inc

$63.84M - $63.84M =Closed

-2.40M shares (100%)

CNIEXIT

Canadian National Railway Company

$376.77M - $376.77M =Closed

-5.63M shares (100%)

CHTREXIT

Charter Communications, Inc.

$344.83M - $344.83M =Closed

-1.79M shares (100%)

DGEXIT

Dollar General Corp.

$35.91M - $35.91M =Closed

-476.3K shares (100%)

EQIXEXIT

Equinix Inc

$203.02M - $203.02M =Closed

-871.9K shares (100%)

MHKEXIT

Mohawk Industries, Inc.

$143.22M - $143.22M =Closed

-771.0K shares (100%)

SABREXIT

Sabre Corp

$66.54M - $66.54M =Closed

-2.74M shares (100%)

FOXAEXIT

Twenty-First Century Fox, Inc.

$324.40M - $324.40M =Closed

-9.59M shares (100%)

Southwest Airlines Co

$858.69M - $397.54M =$461.15M

13.94M left-5.45M (-28.10%)

Apple Inc

$488.65M - $124.97M =$363.69M

2.90M left-1.03M (-26.17%)

Wells Fargo & Company

$274.38M - $116.68M =$157.70M

2.80M left-2.24M (-44.41%)

Fiserv, Inc.

$201.03M - $52.20M =$148.82M

1.80M left-735.1K (-29.03%)

Hdfc Bank Ltd

$101.07M =$103.48M

1.71M left-6.7K (-0.39%)

Sensata Technologies Holding Plc

$163.62M - $115.08M =$48.54M

920.3K left-1.93M (-67.69%)