FilingSpy

Egerton Capital (John Armitage) - FilingSpy

John Armitage

Egerton Capital

John Armitage

$21.04B

Overview Activity Holdings

Buys

CNINEW

Canadian National Railway Company

$916.46M

+7.92M shares

Bath & Body Works Inc

$889.13M

+14.11M shares

PVHNEW

Pvh Corp.

$259.73M

+2.53M shares

Victoria'S Secret & Co.

$217.55M

+3.94M shares

IFFNEW

International Flavors & Fragrances Inc

$113.92M

+851.9K shares

XYZNEW

Block Inc

$110.75M

+461.8K shares

RHNEW

Rh

$110.17M

+165.2K shares

VMCNEW

Vulcan Materials Co

$109.62M

+648.0K shares

HLFNEW

Herbalife Ltd

$94.26M

+2.22M shares

Canadian Pacific Railway Limited

$1.51B + $357.17M =$1.87B

19.68M+9.07M (+46.08%)

Charter Communications, Inc.

$1.26B + $270.04M =$1.53B

1.74M+356.5K (+20.44%)

Visa Inc

$1.02B + $103.27M =$1.13B

4.37M+680.8K (+15.58%)

Linde Plc

$942.00M + $110.11M =$1.05B

3.26M+327.8K (+10.06%)

The Charles Schwab Corporation

$459.07M + $579.94M =$1.04B

6.31M+7.96M (+126.24%)

Csx Corp

$1.02B =$989.31M

31.95M+1.32M (+4.12%)

Comcast Corporation

$578.44M + $331.81M =$910.25M

10.14M+6.13M (+60.43%)

D.r. Horton, Inc.

$752.58M =$722.14M

8.33M+272.2K (+3.27%)

Analog Devices Inc

$311.48M + $221.60M =$533.08M

1.81M+1.37M (+75.92%)

Shopify Inc

$281.28M + $156.08M =$437.35M

192.5K+130.1K (+67.55%)

First Citizens Bancshares Inc

$115.73M + $112.99M =$228.71M

139.0K+132.3K (+95.19%)

Sells

OPTUEXIT

Altice Usa, Inc.

$206.07M - $206.07M =Closed

-6.04M shares (100%)

BEKEEXIT

Ke Holdings Inc

$112.35M - $112.35M =Closed

-2.36M shares (100%)

LBEXIT

L Brands Inc

$938.52M - $938.52M =Closed

-13.02M shares (100%)

MTCHEXIT

Match Group Inc

$206.25M - $206.25M =Closed

-1.28M shares (100%)

WFCEXIT

Wells Fargo & Company

$97.50M - $97.50M =Closed

-2.15M shares (100%)

STNEEXIT

Stoneco Ltd.

$192.53M - $192.53M =Closed

-2.87M shares (100%)

Alphabet Inc. (formerly Google Inc.)

$2.21B =$2.28B

854.3K left-27.6K (-3.13%)

Microsoft Corporation

$1.36B - $226.29M =$1.14B

4.03M left-999.2K (-19.87%)

UnitedHealth Group Incorporated

$842.77M - $33.59M =$809.17M

2.07M left-33.7K (-1.60%)

Meta Platforms Inc

$854.93M - $115.16M =$739.77M

2.18M left-279.0K (-11.35%)

Amazon.com Inc

$1.27B - $820.49M =$444.78M

135.4K left-232.4K (-63.19%)

Kkr & Co Inc

$433.87M =$439.44M

7.22M left-105.8K (-1.44%)

Netflix Inc

$793.58M - $382.72M =$410.86M

673.2K left-829.2K (-55.19%)

PayPal Holdings, Inc.

$437.40M - $52.68M =$384.71M

1.48M left-22.1K (-1.48%)

Mastercard Incorporated

$298.74M - $55.69M =$243.05M

699.1K left-119.2K (-14.57%)

Nebius Group N.v.

$229.93M - $1.10M =$228.83M

2.87M left-378.4K (-11.64%)

Sea Limited

$178.42M =$203.76M

639.3K left-10.5K (-1.61%)

T-Mobile U.s., Inc.

$962.89M - $800.11M =$162.78M

1.27M left-5.37M (-80.84%)

Blackstone Mortgage Trust, Inc.

$118.78M - $7.60M =$111.19M

3.67M left-57.7K (-1.55%)