FilingSpy

Egerton Capital (John Armitage) - FilingSpy

John Armitage

Egerton Capital

John Armitage

$9.97B

Overview Activity Holdings

Buys

ALKNEW

Alaska Air Group Inc

$265.00M

+2.95M shares

Altaba Inc

$264.73M

+4.86M shares

EWNEW

Edwards Lifesciences Corporation

$217.81M

+1.84M shares

HDBNEW

Hdfc Bank Ltd

$196.13M

+2.26M shares

Broadcom Inc.

$163.50M

+701.6K shares

Allegion Plc

$102.56M

+1.26M shares

TRUNEW

Transunion

$92.23M

+2.13M shares

Equinix Inc

$82.97M

+193.3K shares

Altice Usa, Inc.

$64.60M

+2.00M shares

AONNEW

Aon Plc

$45.09M

+339.2K shares

Comcast Corporation

$806.81M + $31.19M =$838.00M

21.46M+67.9K (+0.32%)

Applied Materials, Inc.

$452.90M + $114.49M =$567.39M

11.64M+2.09M (+17.97%)

Constellation Brands Inc

$402.84M + $123.64M =$526.47M

2.49M+232.0K (+9.33%)

Mastercard Incorporated

$274.80M + $201.74M =$476.54M

2.44M+1.48M (+60.59%)

The Charles Schwab Corporation

$352.86M + $107.76M =$460.61M

8.65M+2.08M (+24.01%)

Martin Marietta Materials Inc

$100.09M + $337.92M =$438.01M

458.6K+1.51M (+329.10%)

Praxair, Inc.

$277.30M + $84.50M =$361.80M

2.34M+391.4K (+16.74%)

JPMorgan Chase & Co.

$299.01M + $12.44M =$311.45M

3.40M+3.5K (+0.10%)

Morgan Stanley

$141.17M + $6.15M =$147.32M

3.30M+10.7K (+0.33%)

Blackstone Mortgage Trust, Inc.

$46.52M + $1.00M =$47.52M

1.50M+1.4K (+0.09%)

Sells

ALBEXIT

Albemarle Corp

$123.72M - $123.72M =Closed

-1.17M shares (100%)

FLTEXIT

Fleetcor Technologies, Inc.

$155.01M - $155.01M =Closed

-1.02M shares (100%)

PCLNEXIT

Booking Holdings Inc

$208.13M - $208.13M =Closed

-116.9K shares (100%)

VEXIT

Visa Inc

$379.31M - $379.31M =Closed

-4.27M shares (100%)

Charter Communications, Inc.

$1.13B - $89.20M =$1.04B

3.08M left-362.2K (-10.52%)

S&P Global Inc.

$733.63M - $125.74M =$607.90M

4.16M left-1.45M (-25.79%)

Activision Blizzard, Inc.

$609.24M - $38.31M =$570.92M

9.92M left-2.30M (-18.84%)

Southwest Airlines Co

$505.42M - $33.60M =$471.82M

7.59M left-1.81M (-19.24%)

Bank of America Corporation

$459.71M - $57.19M =$402.52M

16.59M left-2.90M (-14.86%)

Meta Platforms Inc

$403.88M - $121.06M =$282.82M

1.87M left-970.0K (-34.12%)

Microsoft Corporation

$263.30M =$273.53M

3.97M left-29.7K (-0.74%)

Canadian Pacific Railway Limited

$306.52M - $92.75M =$213.77M

1.33M left-757.0K (-36.28%)

Mohawk Industries, Inc.

$328.80M - $122.01M =$206.79M

855.6K left-577.1K (-40.28%)

Adobe Inc.

$209.67M - $68.55M =$141.12M

997.7K left-613.5K (-38.07%)

Alphabet Inc. (formerly Google Inc.)

$279.19M - $182.82M =$96.36M

106.0K left-230.5K (-68.49%)