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Egerton Capital (John Armitage) - FilingSpy

John Armitage

Egerton Capital

John Armitage

$20.12B

Overview Activity Holdings

Buys

The Charles Schwab Corporation

$459.07M

+6.31M shares

First Citizens Bancshares Inc

$115.73M

+139.0K shares

CITNEW

Cit Group Inc

$114.57M

+2.22M shares

Ke Holdings Inc

$112.35M

+2.36M shares

Alphabet Inc. (formerly Google Inc.)

$1.69B + $518.85M =$2.21B

817.7K+64.2K (+7.85%)

Canadian Pacific Railway Limited

$1.28B + $233.69M =$1.51B

3.37M+16.31M (+483.19%)

Amazon.com Inc

$922.17M + $343.10M =$1.27B

298.0K+69.8K (+23.40%)

Charter Communications, Inc.

$1.06B + $200.80M =$1.26B

1.71M+30.2K (+1.76%)

Csx Corp

$908.30M + $116.60M =$1.02B

9.42M+22.53M (+239.14%)

Visa Inc

$921.43M + $100.33M =$1.02B

4.35M+17.9K (+0.41%)

Linde Plc

$909.62M + $32.38M =$942.00M

3.25M+11.4K (+0.35%)

UnitedHealth Group Incorporated

$695.61M + $147.15M =$842.77M

1.87M+235.0K (+12.57%)

Comcast Corporation

$511.37M + $67.06M =$578.44M

9.45M+693.9K (+7.34%)

PayPal Holdings, Inc.

$362.82M + $74.57M =$437.40M

1.49M+6.5K (+0.44%)

Kkr & Co Inc

$356.22M + $77.64M =$433.87M

7.29M+31.7K (+0.43%)

Analog Devices Inc

$115.09M + $196.40M =$311.48M

742.1K+1.07M (+143.80%)

Mastercard Incorporated

$290.24M + $8.50M =$298.74M

815.2K+3.1K (+0.38%)

Shopify Inc

$117.13M + $164.15M =$281.28M

105.9K+86.7K (+81.87%)

Blackstone Mortgage Trust, Inc.

$115.01M + $3.77M =$118.78M

3.71M+14.8K (+0.40%)

Sells

BXEXIT

Blackstone Inc.

$104.92M - $104.92M =Closed

-1.41M shares (100%)

CMEEXIT

Cme Group Inc

$91.86M - $91.86M =Closed

-449.8K shares (100%)

GPNEXIT

Global Payments Inc

$613.85M - $613.85M =Closed

-3.05M shares (100%)

JDEXIT

Jd.com Inc

$135.07M - $135.07M =Closed

-1.60M shares (100%)

MLMEXIT

Martin Marietta Materials Inc

$60.54M - $60.54M =Closed

-180.3K shares (100%)

MELIEXIT

Mercadolibre Inc

$156.94M - $156.94M =Closed

-106.6K shares (100%)

NVREXIT

NVR Inc

$110.85M - $110.85M =Closed

-23.5K shares (100%)

VMCEXIT

Vulcan Materials Co

$167.31M - $167.31M =Closed

-991.5K shares (100%)

Microsoft Corporation

$1.41B - $47.33M =$1.36B

5.03M left-949.8K (-15.89%)

T-Mobile U.s., Inc.

$904.78M =$962.89M

6.65M left-573.1K (-7.94%)

L Brands Inc

$978.95M - $40.43M =$938.52M

13.02M left-2.80M (-17.70%)

Meta Platforms Inc

$885.25M - $30.32M =$854.93M

2.46M left-546.9K (-18.20%)

Netflix Inc

$804.83M - $11.25M =$793.58M

1.50M left-40.4K (-2.62%)

D.r. Horton, Inc.

$914.70M - $162.11M =$752.58M

8.33M left-1.94M (-18.86%)

Nebius Group N.v.

$325.44M - $95.50M =$229.93M

3.25M left-1.83M (-36.03%)

Match Group Inc

$267.79M - $61.54M =$206.25M

1.28M left-670.2K (-34.38%)

Altice Usa, Inc.

$229.27M - $23.20M =$206.07M

6.04M left-1.01M (-14.36%)

Stoneco Ltd.

$224.79M - $32.26M =$192.53M

2.87M left-800.9K (-21.81%)

Sea Limited

$173.73M =$178.42M

649.7K left-128.5K (-16.51%)

Wells Fargo & Company

$166.03M - $68.53M =$97.50M

2.15M left-2.10M (-49.34%)