FilingSpy

Egerton Capital (John Armitage) - FilingSpy

John Armitage

Egerton Capital

John Armitage

$8.85B

Overview Activity Holdings

Buys

Charter Communications, Inc.

$361.34M

+2.05M shares

TWNEW

Towers Watson & Co

$349.92M

+2.98M shares

Microsoft Corporation

$247.36M

+5.59M shares

JDNEW

Jd.com Inc

$141.44M

+5.43M shares

Norwegian Cruise Line Holdings Ltd.

$118.57M

+2.07M shares

Equinix Inc

$34.69M

+126.9K shares

Southwest Airlines Co

$461.15M + $178.72M =$639.87M

13.94M+2.88M (+20.70%)

Gilead Sciences, Inc.

$468.26M + $80.70M =$548.96M

4.00M+1.59M (+39.79%)

Comcast Corporation

$341.25M + $174.53M =$515.78M

5.67M+3.39M (+59.81%)

Booking Holdings Inc

$367.66M + $117.04M =$484.71M

319.3K+72.6K (+22.72%)

Martin Marietta Materials Inc

$268.61M + $131.89M =$400.50M

1.90M+737.6K (+38.86%)

Meta Platforms Inc

$227.61M + $154.07M =$381.68M

2.65M+1.59M (+59.99%)

Walgreens Boots Alliance Inc

$181.49M + $189.17M =$370.65M

2.15M+2.31M (+107.52%)

DaVita Inc.

$252.25M + $69.01M =$321.26M

3.17M+1.27M (+39.93%)

Visa Inc

$304.85M + $11.92M =$316.77M

4.54M+7.5K (+0.17%)

Activision Blizzard, Inc.

$181.54M + $133.74M =$315.28M

7.50M+2.71M (+36.11%)

The Home Depot Inc

$263.92M + $14.73M =$278.65M

2.37M+37.9K (+1.60%)

The Charles Schwab Corporation

$70.01M + $149.99M =$220.00M

2.14M+5.56M (+259.25%)

Blackstone Mortgage Trust, Inc.

$49.82M + $3.0K =$49.82M

1.79M+24.9K (+1.39%)

Sells

DISEXIT

Walt Disney Co. (the)

$71.14M - $71.14M =Closed

-623.3K shares (100%)

FLEXIT

Foot Locker Inc

$72.31M - $72.31M =Closed

-1.08M shares (100%)

GPROEXIT

Gopro, Inc.

$46.82M - $46.82M =Closed

-888.1K shares (100%)

WFCEXIT

Wells Fargo & Company

$157.70M - $157.70M =Closed

-2.80M shares (100%)

DLPHEXIT

Delphi Automotive Plc

$11.07M - $11.07M =Closed

-130.1K shares (100%)

STEXIT

Sensata Technologies Holding Plc

$48.54M - $48.54M =Closed

-920.3K shares (100%)

Time Warner Cable Inc

$1.11B - $250.43M =$855.90M

4.77M left-1.44M (-23.15%)

S&P Global Inc.

$548.33M - $97.89M =$450.44M

5.21M left-251.3K (-4.60%)

Mastercard Incorporated

$407.25M - $25.54M =$381.71M

4.24M left-121.0K (-2.78%)

JPMorgan Chase & Co.

$398.72M - $103.94M =$294.78M

4.83M left-1.05M (-17.83%)

W.r. Grace & Co.

$193.47M - $15.43M =$178.04M

1.91M left-15.6K (-0.81%)

Apple Inc

$363.69M - $202.60M =$161.09M

1.46M left-1.44M (-49.63%)

Skechers USA Inc

$125.96M - $7.17M =$118.79M

886.0K left-261.3K (-22.78%)

American International Group Inc

$370.60M - $278.82M =$91.77M

1.62M left-4.38M (-73.06%)

Cf Industries Holdings Inc

$206.11M - $114.65M =$91.46M

2.04M left-1.17M (-36.47%)

Hdfc Bank Ltd

$103.48M - $44.83M =$58.65M

960.1K left-749.4K (-43.84%)

Fiserv, Inc.

$148.82M - $101.62M =$47.20M

545.0K left-1.25M (-69.67%)

Slb Ltd

$75.68M - $52.52M =$23.16M

335.7K left-542.3K (-61.77%)