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Egerton Capital (John Armitage) - FilingSpy

John Armitage

Egerton Capital

John Armitage

$21.45B

Overview Activity Holdings

Buys

LOWNEW

Lowe'S Companies Inc

$597.43M

+2.31M shares

Snap Inc.

$346.62M

+7.37M shares

CRMNEW

Salesforce, Inc.

$151.29M

+595.3K shares

Blackstone Secured Lending Fund

$45.28M

+1.33M shares

Alphabet Inc. (formerly Google Inc.)

$2.28B + $229.84M =$2.51B

854.3K+12.0K (+1.41%)

Canadian Pacific Railway Limited

$1.87B + $228.07M =$2.10B

28.75M+424.4K (+1.48%)

Microsoft Corporation

$1.14B + $340.54M =$1.48B

4.03M+361.0K (+8.96%)

Csx Corp

$989.31M + $358.05M =$1.35B

33.27M+2.57M (+7.72%)

The Charles Schwab Corporation

$1.04B + $179.88M =$1.22B

14.26M+229.1K (+1.61%)

Amazon.com Inc

$444.78M + $488.54M =$933.32M

135.4K+144.5K (+106.74%)

Shopify Inc

$437.35M + $139.56M =$576.91M

322.6K+96.3K (+29.84%)

First Citizens Bancshares Inc

$228.71M + $51.98M =$280.69M

271.3K+67.0K (+24.70%)

Pvh Corp.

$259.73M + $15.60M =$275.33M

2.53M+54.8K (+2.17%)

Mastercard Incorporated

$243.05M + $20.81M =$263.86M

699.1K+35.3K (+5.05%)

Cit Group Inc

$194.05M + $54.16M =$248.21M

3.74M+1.10M (+29.43%)

Vulcan Materials Co

$109.62M + $69.33M =$178.96M

648.0K+214.1K (+33.03%)

Rh

$110.17M + $2.61M =$112.79M

165.2K+45.2K (+27.39%)

Sells

Comcast Corporation

$910.25M - $910.25M =Closed

-16.27M shares (100%)

PYPLEXIT

PayPal Holdings, Inc.

$384.71M - $384.71M =Closed

-1.48M shares (100%)

SEEXIT

Sea Limited

$203.76M - $203.76M =Closed

-639.3K shares (100%)

XYZEXIT

Block Inc

$110.75M - $110.75M =Closed

-461.8K shares (100%)

TMUSEXIT

T-Mobile U.s., Inc.

$162.78M - $162.78M =Closed

-1.27M shares (100%)

NBISEXIT

Nebius Group N.v.

$228.83M - $228.83M =Closed

-2.87M shares (100%)

Charter Communications, Inc.

$1.53B - $193.44M =$1.33B

2.05M left-53.1K (-2.53%)

UnitedHealth Group Incorporated

$809.17M =$1.02B

2.03M left-43.0K (-2.07%)

Visa Inc

$1.13B - $133.33M =$991.70M

4.58M left-474.5K (-9.39%)

Bath & Body Works Inc

$889.13M =$954.12M

13.67M left-435.1K (-3.08%)

Canadian National Railway Company

$916.46M =$952.70M

7.75M left-170.1K (-2.15%)

D.r. Horton, Inc.

$722.14M =$913.27M

8.42M left-178.8K (-2.08%)

Analog Devices Inc

$533.08M =$547.43M

3.11M left-68.5K (-2.15%)

Kkr & Co Inc

$439.44M =$521.20M

7.00M left-222.1K (-3.08%)

Linde Plc

$1.05B - $611.45M =$440.66M

1.27M left-2.31M (-64.53%)

Netflix Inc

$410.86M - $12.97M =$397.89M

660.5K left-12.7K (-1.89%)

Meta Platforms Inc

$739.77M - $484.61M =$255.16M

758.6K left-1.42M (-65.20%)

Victoria'S Secret & Co.

$217.55M - $49.14M =$168.42M

3.03M left-904.5K (-22.98%)

International Flavors & Fragrances Inc

$113.92M =$114.00M

756.7K left-95.2K (-11.17%)

Herbalife Ltd

$94.26M - $5.08M =$89.18M

2.18M left-45.3K (-2.04%)