FilingSpy

Egerton Capital (John Armitage) - FilingSpy

John Armitage

Egerton Capital

John Armitage

$8.65B

Overview Activity Holdings

Buys

COFNEW

Capital One Financial Corporation

$279.16M

+1.57M shares

CMENEW

Cme Group Inc

$223.97M

+964.4K shares

LLYNEW

Eli Lilly and Co.

$216.92M

+281.0K shares

LADNEW

Lithia Motors Inc

$113.25M

+316.8K shares

ICENEW

Intercontinental Exchange Inc

$109.27M

+733.3K shares

Lpl Financial Holdings Inc

$84.14M

+257.7K shares

HDBNEW

Hdfc Bank Ltd

$72.83M

+1.14M shares

HHHNEW

Howard Hughes Holdings Inc

$34.15M

+444.0K shares

Microsoft Corporation

$740.14M + $862.8K =$741.00M

1.72M+38.0K (+2.21%)

The Progressive Corporation

$716.59M =$677.41M

2.82M+3.3K (+0.12%)

Flutter Entertainment Plc

$430.79M + $54.42M =$485.21M

1.82M+61.8K (+3.41%)

General Electric Company

$369.02M + $32.04M =$401.06M

1.96M+447.7K (+22.88%)

Arch Capital Group Ltd.

$354.80M + $13.49M =$368.29M

3.17M+816.8K (+25.76%)

Icici Bank Limited

$118.31M + $72.37M =$190.68M

3.96M+2.42M (+61.11%)

Sells

AAPLEXIT

Apple Inc

$47.00M - $47.00M =Closed

-201.7K shares (100%)

FSLREXIT

First Solar Inc.

$86.85M - $86.85M =Closed

-348.2K shares (100%)

GEVEXIT

GE Vernova Inc

$152.44M - $152.44M =Closed

-597.9K shares (100%)

HLTEXIT

Hilton Worldwide Holdings Inc

$93.43M - $93.43M =Closed

-405.3K shares (100%)

UBEREXIT

Uber Technologies Inc

$254.11M - $254.11M =Closed

-3.38M shares (100%)

VRTXEXIT

Vertex Pharmaceuticals Inc

$57.69M - $57.69M =Closed

-124.0K shares (100%)

SNEXIT

Sharkninja Inc

$19.26M - $19.26M =Closed

-177.2K shares (100%)

CBEXIT

Chubb Limited

$42.90M - $42.90M =Closed

-148.8K shares (100%)

Amazon.com Inc

$571.68M - $43.35M =$528.32M

2.41M left-659.9K (-21.51%)

Canadian Pacific Kansas City Limited

$671.97M - $159.84M =$512.14M

7.08M left-779.0K (-9.92%)

Fiserv, Inc.

$463.22M =$477.52M

2.32M left-253.9K (-9.85%)

Meta Platforms Inc

$588.75M - $119.50M =$469.25M

801.4K left-227.0K (-22.08%)

Crh Plc

$409.51M - $9.00M =$400.51M

4.33M left-86.8K (-1.97%)

GE Healthcare Technologies, Inc.

$533.07M - $175.60M =$357.47M

4.57M left-1.11M (-19.50%)

Interactive Brokers Group Inc

$471.39M - $144.87M =$326.52M

1.85M left-1.53M (-45.36%)

Renaissancere Holdings Ltd.

$516.04M - $193.91M =$322.12M

1.29M left-599.8K (-31.66%)

Alphabet Inc

$545.71M - $263.95M =$281.76M

1.48M left-1.78M (-54.67%)

Visa Inc

$324.46M - $51.76M =$272.70M

862.9K left-317.2K (-26.88%)

First Citizens Bancshares Inc

$458.04M - $241.42M =$216.62M

102.5K left-146.3K (-58.80%)

Mastercard Incorporated

$313.42M - $108.73M =$204.69M

388.7K left-246.0K (-38.75%)