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Egerton Capital (John Armitage) - FilingSpy

John Armitage

Egerton Capital

John Armitage

$9.70B

Overview Activity Holdings

Buys

CPNEW

Canadian Pacific Kansas City Limited

$1.39B

+17.20M shares

GENEW

General Electric Company

$418.95M

+3.81M shares

Kla Corporation

$92.73M

+191.2K shares

Microsoft Corporation

$382.71M + $163.75M =$546.46M

1.33M+277.2K (+20.88%)

Meta Platforms Inc

$372.07M + $159.00M =$531.07M

1.76M+95.0K (+5.41%)

Mastercard Incorporated

$363.11M + $154.60M =$517.71M

999.2K+317.2K (+31.74%)

Alphabet Inc

$300.78M + $155.01M =$455.79M

2.89M+875.7K (+30.28%)

Booking Holdings Inc

$192.41M + $151.02M =$343.43M

72.5K+54.6K (+75.32%)

Thermo Fisher Scientific Inc

$61.53M + $231.95M =$293.47M

106.8K+455.7K (+426.91%)

Hdfc Bank Ltd

$156.50M + $112.54M =$269.04M

2.35M+1.51M (+64.44%)

Renaissancere Holdings Ltd.

$124.84M + $122.78M =$247.62M

623.2K+704.4K (+113.05%)

Icici Bank Limited

$164.98M + $40.17M =$205.15M

7.64M+1.24M (+16.27%)

Sells

CPEXIT

Canadian Pacific Railway Limited

$1.35B - $1.35B =Closed

-17.59M shares (100%)

LPLAEXIT

Lpl Financial Holdings Inc

$206.39M - $206.39M =Closed

-1.02M shares (100%)

LOWEXIT

Lowe'S Companies Inc

$223.88M - $223.88M =Closed

-1.12M shares (100%)

UNHEXIT

UnitedHealth Group Incorporated

$42.23M - $42.23M =Closed

-89.4K shares (100%)

LINEXIT

Linde Plc

$42.39M - $42.39M =Closed

-119.3K shares (100%)

Canadian National Railway Company

$1.03B - $95.83M =$931.69M

7.70M left-1.01M (-11.65%)

Visa Inc

$943.48M - $117.08M =$826.39M

3.48M left-704.8K (-16.84%)

Fiserv, Inc.

$395.51M =$426.49M

3.38M left-118.4K (-3.38%)

First Citizens Bancshares Inc

$586.80M - $163.64M =$423.15M

329.7K left-273.3K (-45.32%)

Slb Ltd

$486.36M - $63.33M =$423.03M

8.61M left-1.29M (-13.06%)

Applied Materials, Inc.

$334.36M =$380.02M

2.63M left-93.0K (-3.41%)

Teck Resources Limited

$362.67M - $62.64M =$300.03M

7.13M left-2.81M (-28.28%)

Cenovus Energy Inc.

$438.85M - $177.25M =$261.59M

15.41M left-9.73M (-38.71%)

Analog Devices Inc

$354.31M - $118.66M =$235.65M

1.21M left-586.9K (-32.67%)

Everest Group, Ltd.

$145.59M - $46.46M =$99.13M

290.0K left-116.7K (-28.69%)

Kkr & Co Inc

$202.29M - $120.99M =$81.31M

1.45M left-2.40M (-62.31%)