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Egerton Capital (John Armitage) - FilingSpy

John Armitage

Egerton Capital

John Armitage

$12.29B

Overview Activity Holdings

Buys

Twenty-First Century Fox, Inc.

$509.11M

+13.88M shares

Wynn Resorts Ltd

$499.07M

+2.74M shares

UNPNEW

Union Pacific Corporation

$439.46M

+3.27M shares

WPNEW

Worldpay, Inc.

$265.80M

+3.23M shares

Adobe Inc.

$513.82M + $200.46M =$714.27M

2.93M+373.5K (+12.74%)

Microsoft Corporation

$487.81M + $158.30M =$646.11M

5.70M+1.38M (+24.14%)

Bank of America Corporation

$489.12M + $146.31M =$635.43M

16.57M+4.62M (+27.88%)

S&P Global Inc.

$429.92M + $195.37M =$625.28M

2.54M+734.8K (+28.95%)

Praxair, Inc.

$651.82M =$620.27M

4.21M+84.5K (+2.00%)

Alphabet Inc. (formerly Google Inc.)

$462.66M + $126.43M =$589.09M

442.1K+128.8K (+29.13%)

Southwest Airlines Co

$478.47M + $109.22M =$587.69M

7.31M+2.95M (+40.34%)

The Charles Schwab Corporation

$532.01M + $23.92M =$555.93M

10.36M+289.5K (+2.80%)

UnitedHealth Group Incorporated

$368.90M + $94.59M =$463.50M

1.67M+492.5K (+29.43%)

Canadian Pacific Railway Limited

$280.65M + $115.47M =$396.13M

1.54M+708.7K (+46.15%)

Electronic Arts Inc.

$184.41M + $88.10M =$272.51M

1.76M+492.4K (+28.05%)

Godaddy Inc

$47.95M + $217.48M =$265.43M

953.7K+3.37M (+353.13%)

Sells

EQIXEXIT

Equinix Inc

$261.37M - $261.37M =Closed

-576.7K shares (100%)

IACEXIT

Iac Inc.

$43.43M - $43.43M =Closed

-355.2K shares (100%)

MLMEXIT

Martin Marietta Materials Inc

$202.48M - $202.48M =Closed

-916.0K shares (100%)

VNTVEXIT

Vantiv, Inc.

$93.53M - $93.53M =Closed

-1.27M shares (100%)

Charter Communications, Inc.

$733.44M - $56.76M =$676.68M

2.17M left-8.8K (-0.41%)

Applied Materials, Inc.

$791.91M - $176.99M =$614.92M

11.06M left-4.43M (-28.62%)

Alibaba Group Holding Limited

$527.92M - $82.34M =$445.58M

2.43M left-633.9K (-20.71%)

Activision Blizzard, Inc.

$699.75M - $319.01M =$380.74M

5.64M left-5.41M (-48.93%)

Salesforce, Inc.

$294.55M =$326.86M

2.81M left-70.7K (-2.45%)

Meta Platforms Inc

$407.08M - $141.64M =$265.44M

1.66M left-645.7K (-27.99%)

Mastercard Incorporated

$321.78M - $69.03M =$252.75M

1.44M left-683.0K (-32.13%)

Cintas Corporation

$239.27M - $22.47M =$216.79M

1.27M left-264.5K (-17.23%)

Transunion

$230.20M - $17.87M =$212.33M

3.74M left-449.0K (-10.72%)

Constellation Brands Inc

$595.42M - $411.09M =$184.33M

808.8K left-1.80M (-68.95%)

Morgan Stanley

$173.87M - $4.63M =$169.24M

3.14M left-177.3K (-5.35%)

Hdfc Bank Ltd

$208.64M - $42.51M =$166.13M

1.68M left-370.1K (-18.04%)

Broadcom Inc.

$304.53M - $138.64M =$165.89M

704.0K left-481.4K (-40.61%)

Alaska Air Group Inc

$286.32M - $233.12M =$53.21M

858.7K left-3.04M (-77.95%)

Blackstone Mortgage Trust, Inc.

$44.13M - $3.31M =$40.81M

1.30M left-72.3K (-5.27%)

Honeywell International Inc

$37.31M - $4.73M =$32.58M

225.4K left-17.9K (-7.34%)