FilingSpy

Egerton Capital (John Armitage) - FilingSpy

John Armitage

Egerton Capital

John Armitage

$14.81B

Overview Activity Holdings

Buys

TSMNEW

Taiwan Semiconductor Manufacturing Co. Ltd.

$389.64M

+4.77M shares

CVENEW

Cenovus Energy Inc.

$348.57M

+18.34M shares

Booking Holdings Inc

$190.99M

+109.2K shares

Microsoft Corporation

$1.49B =$1.38B

4.82M+573.3K (+11.90%)

Canadian National Railway Company

$1.26B + $70.36M =$1.33B

9.39M+2.43M (+25.93%)

The Charles Schwab Corporation

$1.00B =$793.61M

11.87M+696.0K (+5.87%)

Mastercard Incorporated

$305.21M + $453.22M =$758.43M

854.0K+1.55M (+181.50%)

Analog Devices Inc

$615.90M + $34.94M =$650.84M

3.73M+726.4K (+19.48%)

First Citizens Bancshares Inc

$557.17M =$552.51M

837.1K+8.0K (+0.96%)

Applied Materials, Inc.

$263.73M + $182.71M =$446.44M

2.00M+2.91M (+145.23%)

Kkr & Co Inc

$380.69M =$319.38M

6.51M+388.6K (+5.97%)

Teck Resources Limited

$111.17M + $203.75M =$314.92M

2.75M+7.55M (+274.27%)

Lpl Financial Holdings Inc

$146.05M + $58.97M =$205.01M

799.5K+311.8K (+39.01%)

Alcoa Corporation

$317.85M =$165.03M

3.53M+90.1K (+2.55%)

Sells

AMZNEXIT

Amazon.com Inc

$1.21B - $1.21B =Closed

-369.9K shares (100%)

CHTREXIT

Charter Communications, Inc.

$668.37M - $668.37M =Closed

-1.23M shares (100%)

PVHEXIT

Pvh Corp.

$138.61M - $138.61M =Closed

-1.81M shares (100%)

SNAPEXIT

Snap Inc.

$239.70M - $239.70M =Closed

-6.66M shares (100%)

TSCOEXIT

Tractor Supply Company

$20.58M - $20.58M =Closed

-88.2K shares (100%)

VMCEXIT

Vulcan Materials Co

$41.08M - $41.08M =Closed

-223.6K shares (100%)

Canadian Pacific Railway Limited

$2.22B - $431.24M =$1.78B

25.56M left-1.29M (-4.81%)

Alphabet Inc

$2.04B - $739.70M =$1.30B

593.7K left-136.1K (-18.65%)

Visa Inc

$1.08B - $264.05M =$818.87M

4.16M left-724.0K (-14.83%)

UnitedHealth Group Incorporated

$833.97M - $64.90M =$769.07M

1.50M left-138.0K (-8.44%)

Csx Corp

$1.14B - $488.16M =$646.88M

22.26M left-8.05M (-26.55%)

D.r. Horton, Inc.

$582.59M - $78.40M =$504.19M

7.62M left-201.6K (-2.58%)

Lowe'S Companies Inc

$730.10M - $301.40M =$428.70M

2.45M left-1.16M (-32.03%)

Linde Plc

$780.60M - $413.89M =$366.71M

1.28M left-1.17M (-47.81%)

Bath & Body Works Inc

$651.31M - $450.11M =$201.21M

7.47M left-6.15M (-45.15%)

Blackstone Mortgage Trust, Inc.

$84.97M - $13.22M =$71.76M

2.59M left-79.6K (-2.98%)

NVR Inc

$50.66M - $6.34M =$44.32M

11.1K left-273 (-2.41%)

Blackstone Secured Lending Fund

$34.71M - $5.50M =$29.20M

1.24M left-9.6K (-0.77%)