FilingSpy

Egerton Capital (John Armitage) - FilingSpy

John Armitage

Egerton Capital

John Armitage

$8.67B

Overview Activity Holdings

Buys

CRSNEW

Carpenter Technology Corp

$329.73M

+1.82M shares

APHNEW

Amphenol Corp

$115.61M

+1.76M shares

Amazon.com Inc

$528.32M + $274.93M =$803.25M

2.41M+1.81M (+75.32%)

Fiserv, Inc.

$477.52M + $48.39M =$525.91M

2.32M+56.9K (+2.45%)

Flutter Entertainment Plc

$485.21M + $825.4K =$486.04M

1.88M+316.4K (+16.85%)

Cme Group Inc

$223.97M + $235.04M =$459.00M

964.4K+765.8K (+79.40%)

Arch Capital Group Ltd.

$368.29M + $47.71M =$416.00M

3.99M+337.2K (+8.46%)

Eli Lilly and Co.

$216.92M + $190.10M =$407.02M

281.0K+211.8K (+75.39%)

Visa Inc

$272.70M + $63.39M =$336.09M

862.9K+96.1K (+11.14%)

Lpl Financial Holdings Inc

$84.14M + $200.88M =$285.03M

257.7K+613.6K (+238.08%)

Alphabet Inc

$281.76M =$260.23M

1.48M+186.2K (+12.59%)

First Citizens Bancshares Inc

$216.62M + $14.73M =$231.34M

102.5K+22.3K (+21.71%)

Intercontinental Exchange Inc

$109.27M + $80.72M =$189.99M

733.3K+368.1K (+50.20%)

Howard Hughes Holdings Inc

$34.15M + $54.47M =$88.62M

444.0K+752.3K (+169.46%)

Martin Marietta Materials Inc

$42.50M + $36.56M =$79.05M

82.3K+83.1K (+100.96%)

Aramark

$43.24M + $28.39M =$71.63M

1.16M+916.1K (+79.03%)

Sells

BKNGEXIT

Booking Holdings Inc

$60.79M - $60.79M =Closed

-12.2K shares (100%)

EMBJEXIT

Embraer S.a.

$133.31M - $133.31M =Closed

-3.63M shares (100%)

GEHCEXIT

GE Healthcare Technologies, Inc.

$357.47M - $357.47M =Closed

-4.57M shares (100%)

LADEXIT

Lithia Motors Inc

$113.25M - $113.25M =Closed

-316.8K shares (100%)

RNREXIT

Renaissancere Holdings Ltd.

$322.12M - $322.12M =Closed

-1.29M shares (100%)

The Progressive Corporation

$677.41M =$786.44M

2.78M left-48.3K (-1.71%)

Microsoft Corporation

$741.00M - $242.28M =$498.72M

1.33M left-429.5K (-24.43%)

Meta Platforms Inc

$469.25M - $41.33M =$427.92M

742.5K left-59.0K (-7.36%)

Crh Plc

$400.51M - $28.29M =$372.22M

4.23M left-97.7K (-2.26%)

Interactive Brokers Group Inc

$326.52M - $22.83M =$303.69M

1.83M left-14.2K (-0.77%)

General Electric Company

$401.06M - $101.36M =$299.70M

1.50M left-907.2K (-37.73%)

Canadian Pacific Kansas City Limited

$512.14M - $219.67M =$292.46M

4.17M left-2.91M (-41.14%)

Mastercard Incorporated

$204.69M =$208.41M

380.2K left-8.5K (-2.19%)

Capital One Financial Corporation

$279.16M - $119.28M =$159.87M

891.7K left-673.8K (-43.04%)

Icici Bank Limited

$190.68M - $32.10M =$158.59M

5.03M left-1.35M (-21.21%)

Hdfc Bank Ltd

$72.83M =$74.18M

1.12M left-24.0K (-2.11%)