FilingSpy

Egerton Capital (John Armitage) - FilingSpy

John Armitage

Egerton Capital

John Armitage

$18.98B

Overview Activity Holdings

Buys

SENEW

Sea Limited

$173.73M

+778.2K shares

WFCNEW

Wells Fargo & Company

$166.03M

+4.25M shares

Mercadolibre Inc

$156.94M

+106.6K shares

JDNEW

Jd.com Inc

$135.07M

+1.60M shares

Alphabet Inc. (formerly Google Inc.)

$1.18B + $507.80M =$1.69B

675.7K+142.0K (+21.02%)

Microsoft Corporation

$1.10B + $305.94M =$1.41B

4.96M+1.02M (+20.50%)

Canadian Pacific Railway Limited

$1.11B + $171.36M =$1.28B

3.20M+176.9K (+5.53%)

L Brands Inc

$588.34M + $390.62M =$978.95M

15.82M+5.5K (+0.04%)

Amazon.com Inc

$791.10M + $131.07M =$922.17M

242.9K+55.1K (+22.70%)

Visa Inc

$917.48M + $3.95M =$921.43M

4.19M+157.3K (+3.75%)

Linde Plc

$755.67M + $153.96M =$909.62M

2.87M+379.3K (+13.23%)

Csx Corp

$593.99M + $314.31M =$908.30M

6.55M+2.87M (+43.92%)

Meta Platforms Inc

$743.92M + $141.34M =$885.25M

2.72M+282.3K (+10.36%)

Netflix Inc

$818.15M =$804.83M

1.51M+29.8K (+1.97%)

UnitedHealth Group Incorporated

$630.56M + $65.05M =$695.61M

1.80M+71.5K (+3.97%)

Nebius Group N.v.

$327.13M =$325.44M

4.70M+378.7K (+8.05%)

Mastercard Incorporated

$178.24M + $112.00M =$290.24M

499.4K+315.8K (+63.24%)

Stoneco Ltd.

$294.14M =$224.79M

3.50M+166.9K (+4.76%)

Sells

AVYEXIT

Avery Dennison Corp

$57.65M - $57.65M =Closed

-371.7K shares (100%)

HWMEXIT

Howmet Aerospace Inc

$113.32M - $113.32M =Closed

-3.97M shares (100%)

PGREXIT

The Progressive Corporation

$298.18M - $298.18M =Closed

-3.02M shares (100%)

Charter Communications, Inc.

$1.14B - $86.80M =$1.06B

1.71M left-15.8K (-0.92%)

D.r. Horton, Inc.

$727.96M =$914.70M

10.26M left-298.8K (-2.83%)

T-Mobile U.s., Inc.

$1.00B - $97.18M =$904.78M

7.22M left-208.7K (-2.81%)

Global Payments Inc

$794.73M - $180.87M =$613.85M

3.05M left-644.0K (-17.46%)

Comcast Corporation

$556.38M - $45.01M =$511.37M

9.45M left-1.17M (-10.99%)

PayPal Holdings, Inc.

$689.34M - $326.52M =$362.82M

1.49M left-1.45M (-49.24%)

Kkr & Co Inc

$303.65M =$356.22M

7.29M left-207.2K (-2.76%)

Match Group Inc

$491.74M - $223.95M =$267.79M

1.95M left-1.30M (-40.07%)

Altice Usa, Inc.

$274.62M - $45.35M =$229.27M

7.05M left-203.8K (-2.81%)

Vulcan Materials Co

$250.15M - $82.83M =$167.31M

991.5K left-695.1K (-41.21%)

Shopify Inc

$193.73M - $76.60M =$117.13M

105.9K left-65.3K (-38.15%)

Analog Devices Inc

$116.17M - $1.09M =$115.09M

742.1K left-44.3K (-5.63%)

Blackstone Mortgage Trust, Inc.

$105.07M =$115.01M

3.71M left-106.7K (-2.80%)

NVR Inc

$229.61M - $118.75M =$110.85M

23.5K left-32.7K (-58.19%)

Blackstone Inc.

$93.98M =$104.92M

1.41M left-42.2K (-2.91%)

Cme Group Inc

$81.97M =$91.86M

449.8K left-449 (-0.10%)

Martin Marietta Materials Inc

$105.98M - $45.44M =$60.54M

180.3K left-192.9K (-51.70%)