FilingSpy

Egerton Capital (John Armitage) - FilingSpy

John Armitage

Egerton Capital

John Armitage

$9.91B

Overview Activity Holdings

Buys

Embraer S.a.

$131.14M

+3.71M shares

MLMNEW

Martin Marietta Materials Inc

$110.17M

+204.7K shares

Vertex Pharmaceuticals Inc

$57.69M

+124.0K shares

Apple Inc

$47.00M

+201.7K shares

Aramark

$45.78M

+1.18M shares

CBNEW

Chubb Limited

$42.90M

+148.8K shares

Microsoft Corporation

$665.72M + $74.42M =$740.14M

1.49M+230.6K (+15.48%)

The Progressive Corporation

$320.16M + $396.43M =$716.59M

1.54M+1.28M (+83.21%)

Alphabet Inc

$594.45M =$545.71M

3.24M+23.1K (+0.71%)

Renaissancere Holdings Ltd.

$415.71M + $100.33M =$516.04M

1.86M+34.5K (+1.85%)

Interactive Brokers Group Inc

$384.15M + $87.24M =$471.39M

3.13M+249.1K (+7.95%)

Flutter Entertainment Plc

$189.89M + $240.91M =$430.79M

1.04M+774.3K (+74.36%)

Crh Plc

$295.45M + $114.06M =$409.51M

3.94M+475.3K (+12.06%)

Mastercard Incorporated

$186.42M + $126.99M =$313.42M

422.6K+212.1K (+50.20%)

Uber Technologies Inc

$129.74M + $124.37M =$254.11M

1.79M+1.60M (+89.40%)

Sells

CNIEXIT

Canadian National Railway Company

$480.40M - $480.40M =Closed

-4.07M shares (100%)

CVEEXIT

Cenovus Energy Inc.

$202.95M - $202.95M =Closed

-10.32M shares (100%)

Canadian Pacific Kansas City Limited

$727.19M - $55.22M =$671.97M

7.86M left-1.38M (-14.95%)

Meta Platforms Inc

$675.49M - $86.74M =$588.75M

1.03M left-311.2K (-23.23%)

Amazon.com Inc

$752.79M - $181.11M =$571.68M

3.07M left-827.3K (-21.24%)

GE Healthcare Technologies, Inc.

$573.33M - $40.26M =$533.07M

5.68M left-1.68M (-22.80%)

Fiserv, Inc.

$407.88M =$463.22M

2.58M left-158.3K (-5.78%)

First Citizens Bancshares Inc

$476.85M - $18.80M =$458.04M

248.8K left-34.4K (-12.15%)

General Electric Company

$377.28M - $8.26M =$369.02M

1.96M left-416.5K (-17.55%)

Arch Capital Group Ltd.

$326.22M =$354.80M

3.17M left-62.2K (-1.92%)

Visa Inc

$670.39M - $345.93M =$324.46M

1.18M left-1.37M (-53.80%)

Booking Holdings Inc

$440.23M - $169.34M =$270.89M

64.3K left-46.8K (-42.13%)

GE Vernova Inc

$134.55M =$152.44M

597.9K left-186.7K (-23.79%)

Icici Bank Limited

$159.64M - $41.32M =$118.31M

3.96M left-1.58M (-28.47%)

Hilton Worldwide Holdings Inc

$107.69M - $14.27M =$93.43M

405.3K left-88.2K (-17.88%)

First Solar Inc.

$160.04M - $73.19M =$86.85M

348.2K left-361.7K (-50.95%)

Sharkninja Inc

$49.38M - $30.11M =$19.26M

177.2K left-479.9K (-73.03%)