FilingSpy

Egerton Capital (John Armitage) - FilingSpy

John Armitage

Egerton Capital

John Armitage

$12.02B

Overview Activity Holdings

Buys

AXPNEW

American Express Company

$754.54M

+7.92M shares

LINNEW

Linde Plc

$469.06M

+3.01M shares

VMCNEW

Vulcan Materials Co

$288.03M

+2.92M shares

MLMNEW

Martin Marietta Materials Inc

$269.56M

+1.57M shares

Autodesk Inc

$219.88M

+1.71M shares

ELVNEW

Anthem Inc.

$65.86M

+250.8K shares

Twenty-First Century Fox, Inc.

$1.67B + $256.88M =$1.93B

36.10M+4.00M (+11.07%)

Microsoft Corporation

$886.98M + $9.82M =$896.80M

7.76M+1.07M (+13.85%)

Csx Corp

$786.32M =$736.25M

10.62M+1.23M (+11.60%)

Alphabet Inc. (formerly Google Inc.)

$625.38M + $7.41M =$632.79M

524.0K+87.0K (+16.61%)

UnitedHealth Group Incorporated

$404.60M + $209.51M =$614.11M

1.52M+944.3K (+62.09%)

Canadian Pacific Railway Limited

$593.40M =$557.89M

2.80M+341.0K (+12.18%)

Mastercard Incorporated

$220.44M + $181.45M =$401.90M

990.3K+1.14M (+115.13%)

Transunion

$250.70M + $9.52M =$260.21M

3.41M+1.17M (+34.46%)

Godaddy Inc

$269.92M =$225.85M

3.24M+205.0K (+6.33%)

Sells

ATVIEXIT

Activision Blizzard, Inc.

$623.70M - $623.70M =Closed

-7.50M shares (100%)

BACEXIT

Bank of America Corporation

$350.98M - $350.98M =Closed

-11.91M shares (100%)

CTASEXIT

Cintas Corporation

$128.18M - $128.18M =Closed

-648.0K shares (100%)

PXEXIT

Praxair, Inc.

$561.55M - $561.55M =Closed

-3.49M shares (100%)

CRMEXIT

Salesforce, Inc.

$150.44M - $150.44M =Closed

-946.0K shares (100%)

SCHWEXIT

The Charles Schwab Corporation

$319.16M - $319.16M =Closed

-6.49M shares (100%)

WPEXIT

Worldpay, Inc.

$283.68M - $283.68M =Closed

-2.80M shares (100%)

Union Pacific Corporation

$1.30B - $273.44M =$1.02B

7.40M left-561.0K (-7.05%)

Charter Communications, Inc.

$890.25M - $222.14M =$668.11M

2.34M left-387.3K (-14.18%)

S&P Global Inc.

$618.46M - $106.98M =$511.48M

3.01M left-155.5K (-4.91%)

Adobe Inc.

$806.75M - $323.90M =$482.86M

2.13M left-854.3K (-28.58%)

Alibaba Group Holding Limited

$384.83M - $65.01M =$319.82M

2.33M left-2.5K (-0.11%)

Kkr & Co Inc

$266.28M - $94.22M =$172.06M

8.77M left-999.2K (-10.23%)

Nutrien Ltd.

$255.22M - $91.99M =$163.23M

3.47M left-950.3K (-21.48%)

Tenaris S.a.

$308.94M - $148.46M =$160.49M

7.53M left-1.69M (-18.33%)

Synopsys Inc

$100.80M - $24.32M =$76.48M

907.8K left-114.4K (-11.19%)

Wynn Resorts Ltd

$377.25M - $301.73M =$75.51M

763.5K left-2.21M (-74.29%)

Blackstone Mortgage Trust, Inc.

$43.72M - $2.93M =$40.80M

1.28M left-24.3K (-1.87%)