FilingSpy

Egerton Capital (John Armitage) - FilingSpy

John Armitage

Egerton Capital

John Armitage

$8.62B

Overview Activity Holdings

Buys

Arch Capital Group Ltd.

$119.47M

+1.50M shares

HLTNEW

Hilton Worldwide Holdings Inc

$96.10M

+639.9K shares

Amazon.com Inc

$63.80M

+501.9K shares

Shell Plc

$62.63M

+972.8K shares

Meta Platforms Inc

$531.07M + $148.72M =$679.79M

1.85M+413.8K (+22.36%)

Alphabet Inc

$455.79M + $147.69M =$603.48M

3.77M+809.3K (+21.48%)

Slb Ltd

$423.03M + $150.50M =$573.53M

8.61M+1.23M (+14.23%)

First Citizens Bancshares Inc

$423.15M + $45.69M =$468.85M

329.7K+10.0K (+3.04%)

Cenovus Energy Inc.

$261.59M + $204.51M =$466.11M

15.41M+6.98M (+45.32%)

General Electric Company

$418.95M + $4.86M =$423.81M

3.81M+19.8K (+0.52%)

Fiserv, Inc.

$426.49M =$399.81M

3.38M+158.5K (+4.69%)

Renaissancere Holdings Ltd.

$247.62M + $30.69M =$278.32M

1.33M+78.6K (+5.92%)

Sells

ADIEXIT

Analog Devices Inc

$235.65M - $235.65M =Closed

-1.21M shares (100%)

AMATEXIT

Applied Materials, Inc.

$380.02M - $380.02M =Closed

-2.63M shares (100%)

KLACEXIT

Kla Corporation

$92.73M - $92.73M =Closed

-191.2K shares (100%)

TECKEXIT

Teck Resources Limited

$300.03M - $300.03M =Closed

-7.13M shares (100%)

TMOEXIT

Thermo Fisher Scientific Inc

$293.47M - $293.47M =Closed

-562.5K shares (100%)

Canadian Pacific Kansas City Limited

$1.39B - $160.83M =$1.23B

16.51M left-690.9K (-4.02%)

Visa Inc

$826.39M - $57.42M =$768.97M

3.34M left-136.6K (-3.93%)

Canadian National Railway Company

$931.69M - $371.66M =$560.03M

5.17M left-2.53M (-32.82%)

Mastercard Incorporated

$517.71M - $16.12M =$501.59M

1.27M left-49.4K (-3.75%)

Microsoft Corporation

$546.46M - $135.70M =$410.76M

1.30M left-303.8K (-18.93%)

Booking Holdings Inc

$343.43M =$378.05M

122.6K left-4.6K (-3.61%)

Icici Bank Limited

$205.15M - $7.62M =$197.53M

8.54M left-345.0K (-3.88%)

Hdfc Bank Ltd

$269.04M - $102.99M =$166.05M

2.81M left-1.05M (-27.10%)

Kkr & Co Inc

$81.31M =$85.91M

1.39M left-57.3K (-3.95%)

Everest Group, Ltd.

$99.13M - $16.21M =$82.92M

223.1K left-66.9K (-23.06%)