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Egerton Capital (John Armitage) - FilingSpy
Egerton Capital
John Armitage
$14.16B
13F
2019 Q1
28 of 50 quarters
Overview
Activity
Holdings
Buys
FISV
NEW
Fiserv, Inc.
$568.12M
+6.44M shares
FOXA
NEW
Fox Corporation
$508.84M
+13.86M shares
BA
NEW
Boeing Company (the)
$347.63M
+911.4K shares
TIF
NEW
Tiffany & Co.
$327.25M
+3.10M shares
UNP
Union Pacific Corporation
$1.02B
+ $269.21M
=
$1.29B
7.40M
+327.6K (+4.43%)
MSFT
Microsoft Corporation
$896.80M
+ $262.34M
=
$1.16B
8.83M
+998.8K (+11.31%)
AXP
American Express Company
$754.54M
+ $269.46M
=
$1.02B
7.92M
+1.45M (+18.35%)
CHTR
Charter Communications, Inc.
$668.11M
+ $319.49M
=
$987.60M
2.34M
+502.4K (+21.43%)
CSX
Csx Corp
$736.25M
+ $172.13M
=
$908.39M
11.85M
+290.8K (+2.45%)
GOOG
Alphabet Inc. (formerly Google Inc.)
$632.79M
+ $111.45M
=
$744.24M
611.0K
+23.3K (+3.81%)
ADBE
Adobe Inc.
$482.86M
+ $225.76M
=
$708.62M
2.13M
+524.8K (+24.59%)
SPGI
S&P Global Inc.
$511.48M
+ $191.74M
=
$703.22M
3.01M
+330.1K (+10.97%)
CP
Canadian Pacific Railway Limited
$557.89M
+ $141.75M
=
$699.63M
3.14M
+254.9K (+8.11%)
MA
Mastercard Incorporated
$401.90M
+ $173.99M
=
$575.89M
2.13M
+315.5K (+14.81%)
VMC
Vulcan Materials Co
$288.03M
+ $213.53M
=
$501.56M
2.92M
+1.32M (+45.31%)
BABA
Alibaba Group Holding Limited
$319.82M
+ $172.93M
=
$492.75M
2.33M
+367.5K (+15.75%)
MLM
Martin Marietta Materials Inc
$269.56M
+ $173.99M
=
$443.54M
1.57M
+636.3K (+40.57%)
TS
Tenaris S.a.
$160.49M
+ $201.43M
=
$361.92M
7.53M
+5.28M (+70.19%)
ADSK
Autodesk Inc
$219.88M
+ $127.41M
=
$347.29M
1.71M
+519.1K (+30.36%)
WYNN
Wynn Resorts Ltd
$75.51M
+ $199.33M
=
$274.84M
763.5K
+1.54M (+201.70%)
Show all 23 buys (3 more)
Sells
BXMT
EXIT
Blackstone Mortgage Trust, Inc.
$40.80M
- $40.80M
=
Closed
-1.28M shares (100%)
NTR
EXIT
Nutrien Ltd.
$163.23M
- $163.23M
=
Closed
-3.47M shares (100%)
FOXA
EXIT
Twenty-First Century Fox, Inc.
$1.93B
- $1.93B
=
Closed
-40.09M shares (100%)
LIN
EXIT
Linde Plc
$469.06M
- $469.06M
=
Closed
-3.01M shares (100%)
TRU
Transunion
$260.21M
- $66.04M
=
$194.18M
2.91M left
-1.68M (-36.59%)
GDDY
Godaddy Inc
$225.85M
- $53.78M
=
$172.07M
2.29M left
-1.15M (-33.51%)
UNH
UnitedHealth Group Incorporated
$614.11M
- $464.05M
=
$150.05M
606.9K left
-1.86M (-75.38%)
