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Egerton Capital (John Armitage) - FilingSpy

John Armitage

Egerton Capital

John Armitage

$16.19B

Overview Activity Holdings

Buys

Comcast Corporation

$511.71M

+11.06M shares

VNEW

Visa Inc

$422.80M

+2.11M shares

Match Group Inc

$375.45M

+3.39M shares

VMCNEW

Vulcan Materials Co

$332.45M

+2.45M shares

Booking Holdings Inc

$257.84M

+150.7K shares

MLMNEW

Martin Marietta Materials Inc

$216.65M

+920.5K shares

SAMNEW

The Boston Beer Company, Inc.

$108.18M

+122.5K shares

Ebay Inc

$103.83M

+1.99M shares

NVRNEW

NVR Inc

$79.40M

+19.4K shares

TSMNEW

Taiwan Semiconductor Manufacturing Co. Ltd.

$34.21M

+422.0K shares

Charter Communications, Inc.

$1.13B + $320.51M =$1.45B

2.22M+107.5K (+4.85%)

Canadian Pacific Railway Limited

$798.92M + $164.47M =$963.39M

3.13M+35.7K (+1.14%)

T-Mobile U.s., Inc.

$437.47M + $442.05M =$879.52M

4.20M+3.49M (+83.10%)

Meta Platforms Inc

$598.50M + $257.41M =$855.91M

2.64M+632.3K (+23.99%)

D.r. Horton, Inc.

$517.67M + $272.01M =$789.68M

9.34M+1.11M (+11.84%)

Mastercard Incorporated

$162.37M + $369.92M =$532.29M

549.1K+1.02M (+186.65%)

Global Payments Inc

$428.28M + $94.27M =$522.55M

2.52M+417.7K (+16.54%)

L Brands Inc

$129.42M + $333.19M =$462.61M

8.65M+5.90M (+68.22%)

The Progressive Corporation

$79.16M + $163.60M =$242.77M

988.2K+1.58M (+159.50%)

Blackstone Mortgage Trust, Inc.

$75.27M + $12.01M =$87.28M

3.12M+848.2K (+27.15%)

Sells

ADBEEXIT

Adobe Inc.

$499.06M - $499.06M =Closed

-1.15M shares (100%)

CEXIT

Citigroup Inc

$106.44M - $106.44M =Closed

-2.08M shares (100%)

MTCHEXIT

Match Group Inc

$275.89M - $275.89M =Closed

-2.58M shares (100%)

Microsoft Corporation

$832.84M =$859.04M

4.08M left-8.2K (-0.20%)

UnitedHealth Group Incorporated

$836.73M - $47.72M =$789.01M

2.53M left-306.1K (-10.79%)

PayPal Holdings, Inc.

$649.63M =$733.18M

3.72M left-7.5K (-0.20%)

Amazon.com Inc

$1.19B - $473.89M =$711.43M

225.9K left-203.7K (-47.41%)

Alibaba Group Holding Limited

$928.86M - $298.86M =$630.00M

2.14M left-2.16M (-50.23%)

Union Pacific Corporation

$590.02M =$619.28M

3.15M left-344.2K (-9.86%)

Alphabet Inc. (formerly Google Inc.)

$559.18M - $24.30M =$534.88M

364.0K left-31.6K (-7.99%)

Linde Plc

$596.16M - $95.51M =$500.65M

2.10M left-708.2K (-25.20%)

Netflix Inc

$633.03M - $164.21M =$468.82M

937.6K left-453.6K (-32.60%)

Nebius Group N.v.

$272.60M =$331.44M

5.08M left-370.3K (-6.79%)

Kkr & Co Inc

$239.62M =$265.98M

7.75M left-14.1K (-0.18%)

Fiserv, Inc.

$371.12M - $145.37M =$225.75M

2.19M left-1.61M (-42.38%)

Activision Blizzard, Inc.

$214.87M - $107.51M =$107.35M

1.33M left-1.50M (-53.15%)

Tractor Supply Company

$95.39M =$100.64M

702.1K left-21.7K (-2.99%)

Blackstone Inc.

$216.95M - $137.03M =$79.92M

1.53M left-2.30M (-60.02%)