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Egerton Capital (John Armitage) - FilingSpy
Egerton Capital
John Armitage
$18.98B
13F
2022 Q1
16 of 50 quarters
Overview
Activity
Holdings
29 Positions
Total: $18.98B
Show $
CP
GOOG
MSFT
CNI
AMZN
CSX
V
SCHW
UNH
LIN
LOW
CHTR
BBWI
ADI
DHI
FCNCA
KKR
AA
MA
AMAT
SNAP
LPLA
PVH
TECK
BXMT
NVR
VMC
BXSL
TSCO
9 Exited Positions
Previously $2.11B
SHOP
EXIT
NFLX
EXIT
META
EXIT
CIT
EXIT
VSCO
EXIT
CRM
EXIT
IFF
EXIT
RH
EXIT
HLF
EXIT
