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Egerton Capital (John Armitage) - FilingSpy

John Armitage

Egerton Capital

John Armitage

$9.25B

Overview Activity Holdings

Buys

Applied Materials, Inc.

$452.90M

+11.64M shares

Adobe Inc.

$209.67M

+1.61M shares

FLTNEW

Fleetcor Technologies, Inc.

$155.01M

+1.02M shares

Comcast Corporation

$791.31M + $15.50M =$806.81M

11.46M+10.00M (+87.29%)

Activision Blizzard, Inc.

$135.45M + $473.79M =$609.24M

3.75M+8.47M (+225.74%)

Southwest Airlines Co

$337.05M + $168.37M =$505.42M

6.76M+2.64M (+39.02%)

Constellation Brands Inc

$345.10M + $57.74M =$402.84M

2.25M+234.6K (+10.42%)

Visa Inc

$132.19M + $247.12M =$379.31M

1.69M+2.57M (+151.91%)

Mohawk Industries, Inc.

$277.51M + $51.28M =$328.80M

1.39M+42.9K (+3.09%)

Praxair, Inc.

$248.76M + $28.54M =$277.30M

2.12M+215.4K (+10.15%)

Microsoft Corporation

$224.60M + $38.70M =$263.30M

3.61M+383.5K (+10.61%)

Morgan Stanley

$94.02M + $47.15M =$141.17M

2.23M+1.07M (+48.08%)

Sells

AAPEXIT

Advance Auto Parts Inc

$72.43M - $72.43M =Closed

-428.3K shares (100%)

Liberty Broadband Corporation

$123.75M - $123.75M =Closed

-1.67M shares (100%)

Liberty Expedia Holdings, Inc.

$14.28M - $14.28M =Closed

-360.1K shares (100%)

NVDAEXIT

Nvidia Corporation

$86.15M - $86.15M =Closed

-807.1K shares (100%)

BPOPEXIT

Popular, Inc.

$82.26M - $82.26M =Closed

-1.88M shares (100%)

Charter Communications, Inc.

$1.15B - $24.27M =$1.13B

3.44M left-555.4K (-13.89%)

S&P Global Inc.

$617.06M =$733.63M

5.61M left-126.6K (-2.21%)

Bank of America Corporation

$450.05M =$459.71M

19.49M left-876.9K (-4.31%)

Meta Platforms Inc

$342.81M =$403.88M

2.84M left-136.4K (-4.58%)

The Charles Schwab Corporation

$394.96M - $42.10M =$352.86M

8.65M left-1.36M (-13.59%)

Canadian Pacific Railway Limited

$349.94M - $43.41M =$306.52M

2.09M left-364.7K (-14.88%)

JPMorgan Chase & Co.

$367.47M - $68.46M =$299.01M

3.40M left-854.5K (-20.07%)

Alphabet Inc. (formerly Google Inc.)

$564.72M - $285.53M =$279.19M

336.6K left-395.1K (-54.00%)

Mastercard Incorporated

$414.13M - $139.33M =$274.80M

2.44M left-1.57M (-39.08%)

Booking Holdings Inc

$243.96M - $35.83M =$208.13M

116.9K left-49.5K (-29.73%)

Albemarle Corp

$147.25M - $23.53M =$123.72M

1.17M left-539.5K (-31.54%)

Martin Marietta Materials Inc

$168.26M - $68.17M =$100.09M

458.6K left-300.9K (-39.62%)

Blackstone Mortgage Trust, Inc.

$47.28M - $761.0K =$46.52M

1.50M left-69.8K (-4.44%)