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Egerton Capital (John Armitage) - FilingSpy

John Armitage

Egerton Capital

John Armitage

$13.46B

Overview Activity Holdings

Buys

PayPal Holdings, Inc.

$649.63M

+3.73M shares

T-Mobile U.s., Inc.

$437.47M

+4.20M shares

GPNNEW

Global Payments Inc

$428.28M

+2.52M shares

Activision Blizzard, Inc.

$214.87M

+2.83M shares

Tractor Supply Company

$95.39M

+723.8K shares

Blackstone Mortgage Trust, Inc.

$75.27M

+3.12M shares

Charter Communications, Inc.

$912.47M + $218.22M =$1.13B

2.09M+125.5K (+6.00%)

Alibaba Group Holding Limited

$502.58M + $426.28M =$928.86M

2.58M+1.72M (+66.64%)

UnitedHealth Group Incorporated

$450.89M + $385.84M =$836.73M

1.81M+1.03M (+56.90%)

Microsoft Corporation

$636.37M + $196.47M =$832.84M

4.04M+57.3K (+1.42%)

Meta Platforms Inc

$412.51M + $185.99M =$598.50M

2.47M+162.7K (+6.58%)

D.r. Horton, Inc.

$203.11M + $314.56M =$517.67M

5.97M+3.36M (+56.28%)

Kkr & Co Inc

$119.31M + $120.30M =$239.62M

5.08M+2.68M (+52.64%)

L Brands Inc

$88.64M + $40.78M =$129.42M

7.67M+977.5K (+12.75%)

Sells

MOEXIT

Altria Group Inc

$77.73M - $77.73M =Closed

-2.01M shares (100%)

AXPEXIT

American Express Company

$169.66M - $169.66M =Closed

-1.98M shares (100%)

SPGIEXIT

S&P Global Inc.

$123.78M - $123.78M =Closed

-505.1K shares (100%)

VMCEXIT

Vulcan Materials Co

$196.52M - $196.52M =Closed

-1.82M shares (100%)

Amazon.com Inc

$840.91M =$1.19B

429.6K left-1.6K (-0.38%)

Canadian Pacific Railway Limited

$702.35M =$798.92M

3.13M left-69.6K (-2.18%)

Netflix Inc

$553.67M =$633.03M

1.39M left-83.3K (-5.65%)

Linde Plc

$500.01M =$596.16M

2.81M left-79.6K (-2.75%)

Union Pacific Corporation

$515.59M =$590.02M

3.49M left-165.8K (-4.54%)

Alphabet Inc. (formerly Google Inc.)

$486.20M =$559.18M

395.6K left-22.6K (-5.39%)

Adobe Inc.

$506.44M - $7.38M =$499.06M

1.15M left-444.9K (-27.96%)

Fiserv, Inc.

$617.04M - $245.92M =$371.12M

3.80M left-2.69M (-41.48%)

Match Group Inc

$170.31M =$275.89M

2.58M left-1.7K (-0.07%)

Nebius Group N.v.

$239.40M =$272.60M

5.45M left-1.58M (-22.49%)

Blackstone Inc.

$235.90M - $18.96M =$216.95M

3.83M left-1.35M (-26.04%)

Mastercard Incorporated

$177.56M - $15.18M =$162.37M

549.1K left-185.9K (-25.29%)

Citigroup Inc

$125.60M - $19.16M =$106.44M

2.08M left-898.9K (-30.15%)

The Progressive Corporation

$110.32M - $31.16M =$79.16M

988.2K left-505.9K (-33.86%)