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Egerton Capital (John Armitage) - FilingSpy

John Armitage

Egerton Capital

John Armitage

$8.22B

Overview Activity Holdings

Buys

BACNEW

Bank of America Corporation

$450.05M

+20.36M shares

MSNEW

Morgan Stanley

$94.02M

+2.23M shares

AAPNEW

Advance Auto Parts Inc

$72.43M

+428.3K shares

Liberty Expedia Holdings, Inc.

$14.28M

+360.1K shares

S&P Global Inc.

$632.04M =$617.06M

4.99M+744.0K (+14.90%)

Mastercard Incorporated

$313.40M + $100.74M =$414.13M

3.08M+931.5K (+30.25%)

The Charles Schwab Corporation

$295.31M + $99.64M =$394.96M

9.35M+652.2K (+6.97%)

Constellation Brands Inc

$374.13M =$345.10M

2.25M+3.8K (+0.17%)

Mohawk Industries, Inc.

$223.63M + $53.89M =$277.51M

1.12M+273.6K (+24.51%)

Praxair, Inc.

$96.74M + $152.02M =$248.76M

800.6K+1.32M (+165.12%)

Albemarle Corp

$127.42M + $19.84M =$147.25M

1.49M+220.2K (+14.78%)

Sells

HDEXIT

The Home Depot Inc

$148.78M - $148.78M =Closed

-1.16M shares (100%)

Qurate Retail Inc

$36.55M - $36.55M =Closed

-916.7K shares (100%)

MCOEXIT

Moody'S Corporation

$171.80M - $171.80M =Closed

-1.59M shares (100%)

Charter Communications, Inc.

$1.10B =$1.15B

4.00M left-74.8K (-1.84%)

Comcast Corporation

$774.31M =$791.31M

11.46M left-211.8K (-1.81%)

Alphabet Inc. (formerly Google Inc.)

$576.34M - $11.62M =$564.72M

731.7K left-9.8K (-1.32%)

JPMorgan Chase & Co.

$293.23M =$367.47M

4.26M left-144.9K (-3.29%)

Canadian Pacific Railway Limited

$379.30M - $29.36M =$349.94M

2.45M left-32.9K (-1.33%)

Meta Platforms Inc

$576.57M - $233.76M =$342.81M

2.98M left-1.52M (-33.71%)

Southwest Airlines Co

$473.07M - $136.03M =$337.05M

6.76M left-5.40M (-44.41%)

Booking Holdings Inc

$580.80M - $336.84M =$243.96M

166.4K left-228.3K (-57.84%)

Microsoft Corporation

$212.35M =$224.60M

3.61M left-72.3K (-1.96%)

Martin Marietta Materials Inc

$180.07M - $11.81M =$168.26M

759.6K left-245.8K (-24.45%)

Activision Blizzard, Inc.

$492.73M - $357.28M =$135.45M

3.75M left-7.37M (-66.28%)

Visa Inc

$378.94M - $246.75M =$132.19M

1.69M left-2.89M (-63.02%)

Liberty Broadband Corporation

$121.55M =$123.75M

1.67M left-29.9K (-1.76%)

Nvidia Corporation

$142.96M - $56.81M =$86.15M

807.1K left-1.28M (-61.31%)

Popular, Inc.

$73.06M =$82.26M

1.88M left-34.4K (-1.80%)

Blackstone Mortgage Trust, Inc.

$47.17M =$47.28M

1.57M left-29.5K (-1.84%)