FilingSpy

Egerton Capital (John Armitage) - FilingSpy

John Armitage

Egerton Capital

John Armitage

$17.66B

Overview Activity Holdings

Buys

CSXNEW

Csx Corp

$593.99M

+6.55M shares

Stoneco Ltd.

$294.14M

+3.50M shares

Altice Usa, Inc.

$274.62M

+7.25M shares

Shopify Inc

$193.73M

+171.2K shares

ADINEW

Analog Devices Inc

$116.17M

+786.4K shares

HWMNEW

Howmet Aerospace Inc

$113.32M

+3.97M shares

CMENEW

Cme Group Inc

$81.97M

+450.2K shares

AVYNEW

Avery Dennison Corp

$57.65M

+371.7K shares

Alphabet Inc. (formerly Google Inc.)

$534.88M + $648.81M =$1.18B

364.0K+311.7K (+85.64%)

Canadian Pacific Railway Limited

$963.39M + $145.35M =$1.11B

3.16M+33.5K (+1.06%)

Microsoft Corporation

$859.04M + $244.30M =$1.10B

4.08M+876.4K (+21.46%)

Visa Inc

$422.80M + $494.68M =$917.48M

2.11M+2.08M (+98.39%)

Netflix Inc

$468.82M + $349.33M =$818.15M

937.6K+575.5K (+61.38%)

Global Payments Inc

$522.55M + $272.17M =$794.73M

2.94M+746.6K (+25.37%)

Amazon.com Inc

$711.43M + $79.67M =$791.10M

225.9K+17.0K (+7.50%)

Linde Plc

$500.65M + $255.02M =$755.67M

2.10M+765.3K (+36.40%)

D.r. Horton, Inc.

$789.68M =$727.96M

10.44M+121.0K (+1.16%)

L Brands Inc

$462.61M + $125.72M =$588.34M

14.54M+1.28M (+8.78%)

The Progressive Corporation

$242.77M + $55.41M =$298.18M

2.56M+451.2K (+17.59%)

NVR Inc

$79.40M + $150.20M =$229.61M

19.4K+36.8K (+189.39%)

Sells

ATVIEXIT

Activision Blizzard, Inc.

$107.35M - $107.35M =Closed

-1.33M shares (100%)

BABAEXIT

Alibaba Group Holding Limited

$630.00M - $630.00M =Closed

-2.14M shares (100%)

BKNGEXIT

Booking Holdings Inc

$257.84M - $257.84M =Closed

-150.7K shares (100%)

SAMEXIT

The Boston Beer Company, Inc.

$108.18M - $108.18M =Closed

-122.5K shares (100%)

EBAYEXIT

Ebay Inc

$103.83M - $103.83M =Closed

-1.99M shares (100%)

FISVEXIT

Fiserv, Inc.

$225.75M - $225.75M =Closed

-2.19M shares (100%)

TSMEXIT

Taiwan Semiconductor Manufacturing Co. Ltd.

$34.21M - $34.21M =Closed

-422.0K shares (100%)

TSCOEXIT

Tractor Supply Company

$100.64M - $100.64M =Closed

-702.1K shares (100%)

UNPEXIT

Union Pacific Corporation

$619.28M - $619.28M =Closed

-3.15M shares (100%)

Charter Communications, Inc.

$1.45B - $306.88M =$1.14B

1.73M left-594.6K (-25.58%)

T-Mobile U.s., Inc.

$879.52M =$1.00B

7.43M left-260.6K (-3.39%)

Meta Platforms Inc

$855.91M - $111.99M =$743.92M

2.72M left-544.7K (-16.67%)

PayPal Holdings, Inc.

$733.18M - $43.83M =$689.34M

2.94M left-777.8K (-20.90%)

UnitedHealth Group Incorporated

$789.01M - $158.45M =$630.56M

1.80M left-732.6K (-28.95%)

Comcast Corporation

$511.71M =$556.38M

10.62M left-443.7K (-4.01%)

Match Group Inc

$375.45M =$491.74M

3.25M left-140.7K (-4.15%)

Nebius Group N.v.

$331.44M - $4.31M =$327.13M

4.70M left-378.0K (-7.44%)

Kkr & Co Inc

$265.98M =$303.65M

7.50M left-246.1K (-3.18%)

Vulcan Materials Co

$332.45M - $82.31M =$250.15M

1.69M left-766.2K (-31.24%)

Mastercard Incorporated

$532.29M - $354.05M =$178.24M

499.4K left-1.07M (-68.28%)