FilingSpy

Egerton Capital (John Armitage) - FilingSpy

John Armitage

Egerton Capital

John Armitage

$8.91B

Overview Activity Holdings

Buys

Charter Communications, Inc.

$907.88M

+3.97M shares

S&P Global Inc.

$611.39M

+5.70M shares

STZNEW

Constellation Brands Inc

$305.54M

+1.85M shares

ALBNEW

Albemarle Corp

$118.59M

+1.50M shares

Comcast Corporation

$644.61M + $129.75M =$774.36M

10.55M+1.32M (+12.55%)

Alphabet Inc. (formerly Google Inc.)

$482.91M + $129.18M =$612.08M

648.2K+236.1K (+36.43%)

Activision Blizzard, Inc.

$283.34M + $154.78M =$438.12M

8.37M+2.68M (+32.03%)

Martin Marietta Materials Inc

$153.19M + $129.62M =$282.81M

960.4K+512.6K (+53.37%)

JPMorgan Chase & Co.

$205.25M + $69.44M =$274.69M

3.47M+954.7K (+27.54%)

Mohawk Industries, Inc.

$265.56M + $1.33M =$266.90M

1.39M+15.4K (+1.11%)

The Charles Schwab Corporation

$252.30M =$247.26M

9.00M+764.9K (+8.50%)

Mastercard Incorporated

$173.14M + $62.61M =$235.75M

1.83M+845.0K (+46.12%)

Nvidia Corporation

$111.67M + $111.67M =$223.35M

3.13M+1.62M (+51.58%)

Liberty Broadband Corporation

$63.81M + $38.59M =$102.39M

1.10M+605.5K (+54.99%)

Sells

CHTREXIT

Charter Communications, Inc.

$345.44M - $345.44M =Closed

-1.71M shares (100%)

JDEXIT

Jd.com Inc

$342.60M - $342.60M =Closed

-12.93M shares (100%)

SPGIEXIT

S&P Global Inc.

$555.18M - $555.18M =Closed

-5.61M shares (100%)

NKEEXIT

Nike Inc

$137.98M - $137.98M =Closed

-2.24M shares (100%)

TWCEXIT

Time Warner Cable Inc

$990.59M - $990.59M =Closed

-4.84M shares (100%)

WBAEXIT

Walgreens Boots Alliance Inc

$94.19M - $94.19M =Closed

-1.12M shares (100%)

WTWEXIT

Willis Towers Watson Public Limited Company

$252.35M - $252.35M =Closed

-2.13M shares (100%)

Meta Platforms Inc

$672.39M - $34.06M =$638.33M

5.59M left-307.3K (-5.21%)

Southwest Airlines Co

$730.16M - $132.15M =$598.02M

15.25M left-1.05M (-6.42%)

Booking Holdings Inc

$485.45M - $23.27M =$462.19M

370.2K left-6.4K (-1.70%)

DaVita Inc.

$334.43M - $71.05M =$263.38M

3.41M left-1.15M (-25.26%)

Moody'S Corporation

$257.83M - $18.25M =$239.58M

2.56M left-113.5K (-4.25%)

Visa Inc

$759.61M - $520.40M =$239.21M

3.23M left-6.71M (-67.53%)

Microsoft Corporation

$707.74M - $479.91M =$227.84M

4.45M left-8.36M (-65.25%)

The Home Depot Inc

$254.94M - $80.46M =$174.48M

1.37M left-544.2K (-28.48%)

Hdfc Bank Ltd

$131.54M =$135.59M

2.04M left-90.8K (-4.25%)

Northrop Grumman Corp

$121.25M =$130.48M

587.0K left-25.7K (-4.19%)

Gilead Sciences, Inc.

$415.36M - $298.76M =$116.60M

1.40M left-3.12M (-69.09%)

Stryker Corporation

$91.34M =$97.74M

815.6K left-35.7K (-4.19%)

Equinix Inc

$73.43M =$82.50M

212.8K left-9.2K (-4.16%)