FilingSpy

Egerton Capital (John Armitage) - FilingSpy

John Armitage

Egerton Capital

John Armitage

$10.35B

Overview Activity Holdings

Buys

Interactive Brokers Group Inc

$315.44M

+2.82M shares

XYZNEW

Block Inc

$160.74M

+1.90M shares

APGNEW

Api Group Corp

$160.21M

+4.08M shares

Amazon.com Inc

$706.40M + $194.09M =$900.50M

4.65M+343.0K (+7.38%)

GE Healthcare Technologies, Inc.

$270.35M + $521.19M =$791.54M

3.50M+5.21M (+149.02%)

Canadian National Railway Company

$666.88M + $124.21M =$791.08M

5.31M+698.0K (+13.15%)

Renaissancere Holdings Ltd.

$321.74M + $115.14M =$436.88M

1.64M+217.3K (+13.24%)

Crh Plc

$234.68M + $130.67M =$365.35M

3.39M+842.2K (+24.82%)

Arch Capital Group Ltd.

$148.34M + $166.04M =$314.38M

2.00M+1.40M (+70.28%)

Sells

HDBEXIT

Hdfc Bank Ltd

$189.51M - $189.51M =Closed

-2.82M shares (100%)

SHELEXIT

Shell Plc

$77.20M - $77.20M =Closed

-1.17M shares (100%)

SLBEXIT

Slb Ltd

$171.48M - $171.48M =Closed

-3.30M shares (100%)

Canadian Pacific Kansas City Limited

$901.30M - $23.84M =$877.46M

9.95M left-1.45M (-12.70%)

Visa Inc

$955.09M - $191.71M =$763.38M

2.74M left-933.1K (-25.44%)

Meta Platforms Inc

$637.50M =$699.79M

1.44M left-359.9K (-19.98%)

General Electric Company

$549.19M =$591.85M

3.37M left-931.2K (-21.64%)

Microsoft Corporation

$647.15M - $63.59M =$583.57M

1.39M left-333.9K (-19.40%)

Fiserv, Inc.

$458.07M =$542.15M

3.39M left-56.0K (-1.62%)

First Citizens Bancshares Inc

$430.06M =$487.99M

298.5K left-4.6K (-1.52%)

Alphabet Inc

$488.11M - $108.90M =$379.21M

2.49M left-973.0K (-28.09%)

Booking Holdings Inc

$382.40M - $89.19M =$293.21M

80.8K left-27.0K (-25.03%)

Cenovus Energy Inc.

$236.31M =$279.22M

13.97M left-225.1K (-1.59%)

Hilton Worldwide Holdings Inc

$237.15M =$273.40M

1.28M left-20.7K (-1.59%)

Mastercard Incorporated

$229.46M - $48.35M =$181.12M

376.1K left-161.9K (-30.09%)

Icici Bank Limited

$293.71M - $133.58M =$160.14M

6.06M left-6.26M (-50.78%)