FilingSpy

Egerton Capital (John Armitage) - FilingSpy

John Armitage

Egerton Capital

John Armitage

$13.48B

Overview Activity Holdings

Buys

Charter Communications, Inc.

$890.25M

+2.73M shares

KKRNEW

Kkr & Co Inc

$266.28M

+9.76M shares

Synopsys Inc

$100.80M

+1.02M shares

Twenty-First Century Fox, Inc.

$1.33B + $339.04M =$1.67B

26.83M+9.26M (+34.52%)

Union Pacific Corporation

$464.60M + $832.02M =$1.30B

3.28M+4.68M (+142.83%)

Microsoft Corporation

$734.07M + $152.90M =$886.98M

7.44M+311.1K (+4.18%)

Adobe Inc.

$584.03M + $222.73M =$806.75M

2.40M+593.1K (+24.76%)

Csx Corp

$440.71M + $345.61M =$786.32M

6.91M+3.71M (+53.68%)

Alphabet Inc. (formerly Google Inc.)

$583.11M + $42.27M =$625.38M

522.7K+1.3K (+0.26%)

Activision Blizzard, Inc.

$556.09M + $67.62M =$623.70M

7.29M+211.1K (+2.90%)

Canadian Pacific Railway Limited

$511.14M + $82.26M =$593.40M

2.79M+7.1K (+0.25%)

Wynn Resorts Ltd

$374.96M + $2.28M =$377.25M

2.24M+728.3K (+32.50%)

Tenaris S.a.

$247.84M + $61.10M =$308.94M

6.81M+2.41M (+35.33%)

Worldpay, Inc.

$169.79M + $113.89M =$283.68M

2.08M+725.0K (+34.92%)

Godaddy Inc

$227.90M + $42.02M =$269.92M

3.23M+8.7K (+0.27%)

Nutrien Ltd.

$144.68M + $110.55M =$255.22M

2.66M+1.76M (+66.26%)

Transunion

$174.84M + $75.85M =$250.70M

2.44M+966.6K (+39.60%)

Blackstone Mortgage Trust, Inc.

$40.91M + $2.82M =$43.72M

1.30M+3.3K (+0.25%)

Sells

AMATEXIT

Applied Materials, Inc.

$109.64M - $109.64M =Closed

-2.37M shares (100%)

BKNGEXIT

Booking Holdings Inc

$335.36M - $335.36M =Closed

-165.4K shares (100%)

STZEXIT

Constellation Brands Inc

$210.29M - $210.29M =Closed

-960.8K shares (100%)

EAEXIT

Electronic Arts Inc.

$569.96M - $569.96M =Closed

-4.04M shares (100%)

METAEXIT

Meta Platforms Inc

$438.01M - $438.01M =Closed

-2.25M shares (100%)

LHEXIT

Labcorp Holdings Inc

$150.99M - $150.99M =Closed

-841.0K shares (100%)

MSEXIT

Morgan Stanley

$124.58M - $124.58M =Closed

-2.63M shares (100%)

S&P Global Inc.

$668.64M - $50.18M =$618.46M

3.17M left-114.2K (-3.48%)

Praxair, Inc.

$676.48M - $114.94M =$561.55M

3.49M left-783.8K (-18.32%)

UnitedHealth Group Incorporated

$674.63M - $270.03M =$404.60M

1.52M left-1.23M (-44.69%)

Alibaba Group Holding Limited

$650.52M - $265.69M =$384.83M

2.34M left-1.17M (-33.38%)

Bank of America Corporation

$559.36M - $208.38M =$350.98M

11.91M left-7.93M (-39.96%)

The Charles Schwab Corporation

$545.32M - $226.16M =$319.16M

6.49M left-4.18M (-39.15%)

Mastercard Incorporated

$313.48M - $93.04M =$220.44M

990.3K left-604.9K (-37.92%)

Salesforce, Inc.

$276.50M - $126.06M =$150.44M

946.0K left-1.08M (-53.33%)

Cintas Corporation

$184.20M - $56.02M =$128.18M

648.0K left-347.3K (-34.90%)