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Egerton Capital (John Armitage) - FilingSpy

John Armitage

Egerton Capital

John Armitage

$9.23B

Overview Activity Holdings

Buys

GE Healthcare Technologies, Inc.

$270.35M

+3.50M shares

CRHNEW

Crh Plc

$234.68M

+3.39M shares

Visa Inc

$768.97M + $186.13M =$955.09M

3.34M+325.3K (+9.73%)

Amazon.com Inc

$63.80M + $642.60M =$706.40M

501.9K+4.15M (+826.28%)

Canadian National Railway Company

$560.03M + $106.85M =$666.88M

5.17M+138.6K (+2.68%)

Microsoft Corporation

$410.76M + $236.39M =$647.15M

1.30M+420.1K (+32.29%)

General Electric Company

$423.81M + $125.38M =$549.19M

3.83M+469.3K (+12.24%)

Renaissancere Holdings Ltd.

$278.32M + $43.43M =$321.74M

1.41M+235.3K (+16.74%)

Icici Bank Limited

$197.53M + $96.19M =$293.71M

8.54M+3.78M (+44.21%)

Hilton Worldwide Holdings Inc

$96.10M + $141.05M =$237.15M

639.9K+662.5K (+103.53%)

Hdfc Bank Ltd

$166.05M + $23.47M =$189.51M

2.81M+10.1K (+0.36%)

Arch Capital Group Ltd.

$119.47M + $28.87M =$148.34M

1.50M+498.5K (+33.26%)

Shell Plc

$62.63M + $14.57M =$77.20M

972.8K+200.5K (+20.61%)

Sells

KKREXIT

Kkr & Co Inc

$85.91M - $85.91M =Closed

-1.39M shares (100%)

EGEXIT

Everest Group, Ltd.

$82.92M - $82.92M =Closed

-223.1K shares (100%)

Canadian Pacific Kansas City Limited

$1.23B - $327.49M =$901.30M

11.40M left-5.11M (-30.97%)

Meta Platforms Inc

$679.79M - $42.29M =$637.50M

1.80M left-463.3K (-20.46%)

Alphabet Inc

$603.48M - $115.37M =$488.11M

3.46M left-1.11M (-24.33%)

Fiserv, Inc.

$399.81M =$458.07M

3.45M left-91.1K (-2.57%)

First Citizens Bancshares Inc

$468.85M - $38.79M =$430.06M

303.1K left-36.6K (-10.79%)

Booking Holdings Inc

$378.05M =$382.40M

107.8K left-14.8K (-12.06%)

Cenovus Energy Inc.

$466.11M - $229.79M =$236.31M

14.19M left-8.19M (-36.60%)

Mastercard Incorporated

$501.59M - $272.13M =$229.46M

538.0K left-728.9K (-57.53%)

Slb Ltd

$573.53M - $402.05M =$171.48M

3.30M left-6.54M (-66.50%)