FilingSpy

Egerton Capital (John Armitage) - FilingSpy

John Armitage

Egerton Capital

John Armitage

$18.98B

Overview Activity Holdings

Buys

AANEW

Alcoa Corporation

$317.85M

+3.53M shares

Applied Materials, Inc.

$263.73M

+2.00M shares

Lpl Financial Holdings Inc

$146.05M

+799.5K shares

Teck Resources Limited

$111.17M

+2.75M shares

NVRNEW

NVR Inc

$50.66M

+11.3K shares

Tractor Supply Company

$20.58M

+88.2K shares

Microsoft Corporation

$1.48B + $8.81M =$1.49B

4.39M+427.4K (+9.74%)

Canadian National Railway Company

$952.70M + $306.66M =$1.26B

7.75M+1.63M (+21.07%)

Amazon.com Inc

$933.32M + $272.60M =$1.21B

279.9K+90.0K (+32.16%)

Visa Inc

$991.70M + $91.22M =$1.08B

4.58M+306.9K (+6.71%)

Linde Plc

$440.66M + $339.94M =$780.60M

1.27M+1.17M (+92.12%)

Lowe'S Companies Inc

$597.43M + $132.66M =$730.10M

2.31M+1.30M (+56.23%)

Analog Devices Inc

$547.43M + $68.47M =$615.90M

3.11M+614.2K (+19.72%)

First Citizens Bancshares Inc

$280.69M + $276.47M =$557.17M

338.3K+498.8K (+147.48%)

Mastercard Incorporated

$263.86M + $41.35M =$305.21M

734.3K+119.7K (+16.30%)

Sells

CITEXIT

Cit Group Inc

$248.21M - $248.21M =Closed

-4.83M shares (100%)

METAEXIT

Meta Platforms Inc

$255.16M - $255.16M =Closed

-758.6K shares (100%)

IFFEXIT

International Flavors & Fragrances Inc

$114.00M - $114.00M =Closed

-756.7K shares (100%)

NFLXEXIT

Netflix Inc

$397.89M - $397.89M =Closed

-660.5K shares (100%)

RHEXIT

Rh

$112.79M - $112.79M =Closed

-210.4K shares (100%)

CRMEXIT

Salesforce, Inc.

$151.29M - $151.29M =Closed

-595.3K shares (100%)

SHOPEXIT

Shopify Inc

$576.91M - $576.91M =Closed

-418.8K shares (100%)

VSCOEXIT

Victoria'S Secret & Co.

$168.42M - $168.42M =Closed

-3.03M shares (100%)

HLFEXIT

Herbalife Ltd

$89.18M - $89.18M =Closed

-2.18M shares (100%)

Canadian Pacific Railway Limited

$2.10B =$2.22B

26.85M left-2.33M (-7.99%)

Alphabet Inc. (formerly Google Inc.)

$2.51B - $468.36M =$2.04B

729.8K left-136.5K (-15.76%)

Csx Corp

$1.35B - $212.31M =$1.14B

30.31M left-5.53M (-15.42%)

The Charles Schwab Corporation

$1.22B - $218.55M =$1.00B

11.87M left-2.63M (-18.13%)

UnitedHealth Group Incorporated

$1.02B - $184.33M =$833.97M

1.64M left-392.6K (-19.36%)

Charter Communications, Inc.

$1.33B - $666.55M =$668.37M

1.23M left-822.3K (-40.16%)

Bath & Body Works Inc

$954.12M - $302.81M =$651.31M

13.63M left-45.5K (-0.33%)

D.r. Horton, Inc.

$913.27M - $330.68M =$582.59M

7.82M left-602.2K (-7.15%)

Kkr & Co Inc

$521.20M - $140.51M =$380.69M

6.51M left-485.1K (-6.93%)

Snap Inc.

$346.62M - $106.92M =$239.70M

6.66M left-710.0K (-9.63%)

Pvh Corp.

$275.33M - $136.72M =$138.61M

1.81M left-772.3K (-29.91%)