FilingSpy

Egerton Capital (John Armitage) - FilingSpy

John Armitage

Egerton Capital

John Armitage

$13.66B

Overview Activity Holdings

Buys

DHINEW

D.r. Horton, Inc.

$387.48M

+8.98M shares

Meta Platforms Inc

$332.85M

+1.72M shares

IQVNEW

Iqvia Holdings Inc

$224.09M

+1.39M shares

TDGNEW

Transdigm Group Inc

$192.82M

+398.6K shares

EFXNEW

Equifax Inc

$103.39M

+764.5K shares

TMONEW

Thermo Fisher Scientific Inc

$99.85M

+340.0K shares

Altice Usa, Inc.

$95.38M

+3.92M shares

Avantor, Inc.

$83.76M

+4.39M shares

Charter Communications, Inc.

$987.60M + $154.33M =$1.14B

2.85M+42.8K (+1.50%)

Canadian Pacific Railway Limited

$699.63M + $212.19M =$911.82M

3.40M+480.4K (+14.15%)

Alibaba Group Holding Limited

$492.75M + $326.52M =$819.27M

2.70M+2.13M (+79.02%)

Tiffany & Co.

$327.25M + $117.78M =$445.03M

3.10M+1.65M (+53.29%)

Autodesk Inc

$347.29M + $94.64M =$441.93M

2.23M+484.1K (+21.72%)

Wynn Resorts Ltd

$274.84M + $157.59M =$432.43M

2.30M+1.18M (+51.41%)

Tenaris S.a.

$361.92M + $12.01M =$373.93M

12.81M+1.40M (+10.94%)

Sells

ELVEXIT

Anthem Inc.

$199.22M - $199.22M =Closed

-694.2K shares (100%)

BAEXIT

Boeing Company (the)

$347.63M - $347.63M =Closed

-911.4K shares (100%)

TRUEXIT

Transunion

$194.18M - $194.18M =Closed

-2.91M shares (100%)

Union Pacific Corporation

$1.29B - $276.45M =$1.02B

6.01M left-1.72M (-22.28%)

American Express Company

$1.02B - $28.95M =$995.05M

8.06M left-1.31M (-13.96%)

Microsoft Corporation

$1.16B - $310.93M =$848.21M

6.33M left-3.50M (-35.58%)

S&P Global Inc.

$703.22M =$736.14M

3.23M left-108.2K (-3.24%)

Adobe Inc.

$708.62M - $95.63M =$612.99M

2.08M left-578.7K (-21.76%)

Vulcan Materials Co

$501.56M =$555.88M

4.05M left-187.8K (-4.43%)

Csx Corp

$908.39M - $395.00M =$513.38M

6.64M left-5.51M (-45.35%)

Martin Marietta Materials Inc

$443.54M =$493.76M

2.15M left-58.9K (-2.67%)

Mastercard Incorporated

$575.89M - $158.87M =$417.02M

1.58M left-869.5K (-35.55%)

Fiserv, Inc.

$568.12M - $206.57M =$361.56M

3.97M left-2.47M (-38.37%)

Alphabet Inc. (formerly Google Inc.)

$744.24M - $477.07M =$267.17M

247.2K left-387.1K (-61.03%)

Kkr & Co Inc

$211.40M =$222.30M

8.80M left-202.5K (-2.25%)

Fox Corporation

$508.84M - $301.00M =$207.84M

5.67M left-8.19M (-59.08%)

Godaddy Inc

$172.07M - $15.21M =$156.85M

2.24M left-52.5K (-2.29%)

Synopsys Inc

$253.27M - $129.08M =$124.19M

965.0K left-1.23M (-56.12%)

UnitedHealth Group Incorporated

$150.05M - $102.72M =$47.34M

194.0K left-412.9K (-68.03%)