FilingSpy

Egerton Capital (John Armitage) - FilingSpy

John Armitage

Egerton Capital

John Armitage

$13.08B

Overview Activity Holdings

Buys

CSXNEW

Csx Corp

$440.71M

+6.91M shares

Booking Holdings Inc

$335.36M

+165.4K shares

TSNEW

Tenaris S.a.

$247.84M

+6.81M shares

LHNEW

Labcorp Holdings Inc

$150.99M

+841.0K shares

NTRNEW

Nutrien Ltd.

$144.68M

+2.66M shares

Twenty-First Century Fox, Inc.

$509.11M + $824.25M =$1.33B

13.88M+12.96M (+93.38%)

Microsoft Corporation

$646.11M + $87.96M =$734.07M

7.08M+365.1K (+5.16%)

UnitedHealth Group Incorporated

$463.50M + $211.13M =$674.63M

2.17M+583.9K (+26.96%)

S&P Global Inc.

$625.28M + $43.36M =$668.64M

3.27M+6.7K (+0.20%)

Alibaba Group Holding Limited

$445.58M + $204.94M =$650.52M

2.43M+1.08M (+44.43%)

Electronic Arts Inc.

$272.51M + $297.45M =$569.96M

2.25M+1.79M (+79.82%)

Activision Blizzard, Inc.

$380.74M + $175.34M =$556.09M

5.64M+1.64M (+29.10%)

The Charles Schwab Corporation

$555.93M =$545.32M

10.65M+25.7K (+0.24%)

Canadian Pacific Railway Limited

$396.13M + $115.01M =$511.14M

2.24M+548.5K (+24.44%)

Union Pacific Corporation

$439.46M + $25.14M =$464.60M

3.27M+10.1K (+0.31%)

Meta Platforms Inc

$265.44M + $172.57M =$438.01M

1.66M+592.9K (+35.69%)

Mastercard Incorporated

$252.75M + $60.74M =$313.48M

1.44M+152.2K (+10.55%)

Constellation Brands Inc

$184.33M + $25.95M =$210.29M

808.8K+152.0K (+18.80%)

Blackstone Mortgage Trust, Inc.

$40.81M + $95.0K =$40.91M

1.30M+2.6K (+0.20%)

Sells

ALKEXIT

Alaska Air Group Inc

$53.21M - $53.21M =Closed

-858.7K shares (100%)

CHTREXIT

Charter Communications, Inc.

$676.68M - $676.68M =Closed

-2.17M shares (100%)

HDBEXIT

Hdfc Bank Ltd

$166.13M - $166.13M =Closed

-1.68M shares (100%)

HONEXIT

Honeywell International Inc

$32.58M - $32.58M =Closed

-225.4K shares (100%)

LUVEXIT

Southwest Airlines Co

$587.69M - $587.69M =Closed

-10.26M shares (100%)

AVGOEXIT

Broadcom Inc.

$165.89M - $165.89M =Closed

-704.0K shares (100%)

Praxair, Inc.

$620.27M =$676.48M

4.28M left-21.0K (-0.49%)

Adobe Inc.

$714.27M - $130.25M =$584.03M

2.40M left-910.2K (-27.53%)

Alphabet Inc. (formerly Google Inc.)

$589.09M - $5.98M =$583.11M

522.7K left-48.3K (-8.46%)

Bank of America Corporation

$635.43M - $76.07M =$559.36M

19.84M left-1.35M (-6.35%)

Wynn Resorts Ltd

$499.07M - $124.11M =$374.96M

2.24M left-496.0K (-18.12%)

Salesforce, Inc.

$326.86M - $50.37M =$276.50M

2.03M left-783.4K (-27.87%)

Godaddy Inc

$265.43M - $37.53M =$227.90M

3.23M left-1.09M (-25.30%)

Cintas Corporation

$216.79M - $32.60M =$184.20M

995.3K left-275.6K (-21.69%)

Transunion

$212.33M - $37.48M =$174.84M

2.44M left-1.30M (-34.73%)

Worldpay, Inc.

$265.80M - $96.02M =$169.79M

2.08M left-1.16M (-35.76%)

Morgan Stanley

$169.24M - $44.66M =$124.58M

2.63M left-508.0K (-16.20%)

Applied Materials, Inc.

$614.92M - $505.28M =$109.64M

2.37M left-8.68M (-78.53%)