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Egerton Capital (John Armitage) - FilingSpy
Egerton Capital
John Armitage
$21.45B
13F
2021 Q4
17 of 50 quarters
Overview
Activity
Holdings
32 Positions
Total: $21.45B
Show $
GOOG
CP
MSFT
CSX
CHTR
SCHW
UNH
V
BBWI
CNI
AMZN
DHI
LOW
SHOP
ADI
KKR
LIN
NFLX
SNAP
FCNCA
PVH
MA
META
CIT
VMC
VSCO
CRM
IFF
RH
HLF
BXMT
BXSL
6 Exited Positions
Previously $2.00B
CMCSA
EXIT
PYPL
EXIT
NBIS
EXIT
SE
EXIT
TMUS
EXIT
XYZ
EXIT
