FilingSpy

Egerton Capital (John Armitage) - FilingSpy

John Armitage

Egerton Capital

John Armitage

$9.64B

Overview Activity Holdings

Buys

MCONEW

Moody'S Corporation

$249.76M

+2.49M shares

MHKNEW

Mohawk Industries, Inc.

$211.55M

+1.12M shares

FDCNEW

First Data Corp New

$135.02M

+8.43M shares

Time Warner Cable Inc

$855.90M + $96.71M =$952.61M

4.77M+361.2K (+7.57%)

Microsoft Corporation

$247.36M + $402.10M =$649.45M

5.59M+6.12M (+109.46%)

Comcast Corporation

$515.78M + $85.48M =$601.26M

9.07M+1.59M (+17.50%)

S&P Global Inc.

$450.44M + $104.31M =$554.75M

5.21M+420.1K (+8.07%)

Visa Inc

$316.77M + $236.02M =$552.79M

4.55M+2.58M (+56.75%)

Meta Platforms Inc

$381.68M + $161.78M =$543.46M

4.25M+947.0K (+22.31%)

Activision Blizzard, Inc.

$315.28M + $169.74M =$485.01M

10.21M+2.32M (+22.76%)

Towers Watson & Co

$349.92M + $51.13M =$401.06M

2.98M+140.9K (+4.73%)

Charter Communications, Inc.

$361.34M + $32.64M =$393.98M

2.05M+96.9K (+4.72%)

Jd.com Inc

$141.44M + $181.87M =$323.32M

5.43M+4.59M (+84.60%)

DaVita Inc.

$321.26M =$317.64M

4.44M+115.0K (+2.59%)

The Charles Schwab Corporation

$220.00M + $92.82M =$312.82M

7.70M+1.80M (+23.32%)

American International Group Inc

$91.77M + $72.49M =$164.26M

1.62M+1.04M (+64.11%)

Hdfc Bank Ltd

$58.65M + $8.04M =$66.70M

960.1K+122.6K (+12.77%)

Blackstone Mortgage Trust, Inc.

$49.82M =$48.73M

1.82M+5.4K (+0.30%)

Equinix Inc

$34.69M + $5.44M =$40.13M

126.9K+5.8K (+4.59%)

Slb Ltd

$23.16M + $6.92M =$30.07M

335.7K+95.4K (+28.42%)

Sells

AAPLEXIT

Apple Inc

$161.09M - $161.09M =Closed

-1.46M shares (100%)

CFEXIT

Cf Industries Holdings Inc

$91.46M - $91.46M =Closed

-2.04M shares (100%)

FISVEXIT

Fiserv, Inc.

$47.20M - $47.20M =Closed

-545.0K shares (100%)

SKXEXIT

Skechers USA Inc

$118.79M - $118.79M =Closed

-886.0K shares (100%)

WBAEXIT

Walgreens Boots Alliance Inc

$370.65M - $370.65M =Closed

-4.46M shares (100%)

Southwest Airlines Co

$639.87M =$666.03M

15.47M left-1.35M (-8.05%)

Gilead Sciences, Inc.

$548.96M - $114.71M =$434.25M

4.29M left-1.30M (-23.24%)

Booking Holdings Inc

$484.71M - $156.21M =$328.50M

257.7K left-134.2K (-34.25%)

Mastercard Incorporated

$381.71M - $99.50M =$282.22M

2.90M left-1.34M (-31.56%)

The Home Depot Inc

$278.65M - $37.64M =$241.01M

1.82M left-590.4K (-24.47%)

JPMorgan Chase & Co.

$294.78M - $54.65M =$240.13M

3.64M left-1.20M (-24.78%)

Martin Marietta Materials Inc

$400.50M - $209.15M =$191.34M

1.40M left-1.23M (-46.85%)

W.r. Grace & Co.

$178.04M - $15.37M =$162.67M

1.63M left-279.9K (-14.63%)

Norwegian Cruise Line Holdings Ltd.

$118.57M - $57.71M =$60.86M

1.04M left-1.03M (-49.81%)