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Egerton Capital (John Armitage) - FilingSpy
Egerton Capital
John Armitage
$14.81B
13F
2022 Q2
15 of 50 quarters
Overview
Activity
Holdings
26 Positions
Total: $14.81B
Show $
CP
MSFT
CNI
GOOG
V
SCHW
UNH
MA
ADI
CSX
FCNCA
DHI
AMAT
LOW
TSM
LIN
CVE
KKR
TECK
LPLA
BBWI
BKNG
AA
BXMT
NVR
BXSL
6 Exited Positions
Previously $2.31B
AMZN
EXIT
CHTR
EXIT
SNAP
EXIT
PVH
EXIT
VMC
EXIT
TSCO
EXIT
