FilingSpy

Egerton Capital (John Armitage) - FilingSpy

John Armitage

Egerton Capital

John Armitage

$10.50B

Overview Activity Holdings

Buys

Alphabet Inc. (formerly Google Inc.)

$482.91M

+648.2K shares

WTWNEW

Willis Towers Watson Public Limited Company

$252.35M

+2.13M shares

NKENEW

Nike Inc

$137.98M

+2.24M shares

NOCNEW

Northrop Grumman Corp

$121.25M

+612.7K shares

Nvidia Corporation

$111.67M

+3.13M shares

WBANEW

Walgreens Boots Alliance Inc

$94.19M

+1.12M shares

SYKNEW

Stryker Corporation

$91.34M

+851.3K shares

Liberty Broadband Corporation

$63.81M

+1.10M shares

FLTNEW

Fleetcor Technologies, Inc.

$61.16M

+411.1K shares

Visa Inc

$552.79M + $206.82M =$759.61M

7.13M+2.80M (+39.34%)

Southwest Airlines Co

$666.03M + $64.13M =$730.16M

15.47M+830.8K (+5.37%)

Microsoft Corporation

$649.45M + $58.29M =$707.74M

11.71M+1.11M (+9.47%)

Meta Platforms Inc

$543.46M + $128.93M =$672.39M

5.19M+700.4K (+13.49%)

Booking Holdings Inc

$328.50M + $156.96M =$485.45M

257.7K+119.0K (+46.17%)

Gilead Sciences, Inc.

$434.25M =$415.36M

4.29M+230.2K (+5.36%)

Jd.com Inc

$323.32M + $19.29M =$342.60M

10.02M+2.91M (+29.04%)

DaVita Inc.

$317.64M + $16.79M =$334.43M

4.56M+933 (+0.02%)

Mohawk Industries, Inc.

$211.55M + $54.01M =$265.56M

1.12M+274.1K (+24.54%)

Moody'S Corporation

$249.76M + $8.07M =$257.83M

2.49M+181.0K (+7.27%)

The Home Depot Inc

$241.01M + $13.94M =$254.94M

1.82M+88.3K (+4.85%)

Sells

AIGEXIT

American International Group Inc

$164.26M - $164.26M =Closed

-2.65M shares (100%)

FDCEXIT

First Data Corp New

$135.02M - $135.02M =Closed

-8.43M shares (100%)

GRAEXIT

W.r. Grace & Co.

$162.67M - $162.67M =Closed

-1.63M shares (100%)

SLBEXIT

Slb Ltd

$30.07M - $30.07M =Closed

-431.1K shares (100%)

TWEXIT

Towers Watson & Co

$401.06M - $401.06M =Closed

-3.12M shares (100%)

NCLHEXIT

Norwegian Cruise Line Holdings Ltd.

$60.86M - $60.86M =Closed

-1.04M shares (100%)

Time Warner Cable Inc

$952.61M =$990.59M

4.84M left-291.8K (-5.68%)

Comcast Corporation

$601.26M =$644.61M

10.55M left-101.5K (-0.95%)

S&P Global Inc.

$554.75M =$555.18M

5.61M left-18.4K (-0.33%)

Charter Communications, Inc.

$393.98M - $48.54M =$345.44M

1.71M left-445.3K (-20.69%)

Activision Blizzard, Inc.

$485.01M - $201.67M =$283.34M

8.37M left-4.16M (-33.17%)

The Charles Schwab Corporation

$312.82M - $60.52M =$252.30M

9.00M left-495.4K (-5.21%)

JPMorgan Chase & Co.

$240.13M - $34.88M =$205.25M

3.47M left-170.8K (-4.70%)

Mastercard Incorporated

$282.22M - $109.08M =$173.14M

1.83M left-1.07M (-36.79%)

Martin Marietta Materials Inc

$191.34M - $38.15M =$153.19M

960.4K left-440.6K (-31.45%)

Blackstone Mortgage Trust, Inc.

$48.73M - $2.68M =$46.05M

1.71M left-106.5K (-5.85%)