FilingSpy

Egerton Capital (John Armitage) - FilingSpy

John Armitage

Egerton Capital

John Armitage

$9.75B

Overview Activity Holdings

Buys

Ferguson Enterprises, Inc.

$486.31M

+2.23M shares

STXNEW

Seagate Technology Holdings Plc

$296.08M

+2.05M shares

BSXNEW

Boston Scientific Corporation

$176.26M

+1.64M shares

Builders Firstsource Inc

$30.65M

+262.6K shares

Microsoft Corporation

$498.72M + $418.54M =$917.26M

1.33M+515.5K (+38.80%)

Visa Inc

$336.09M + $342.17M =$678.26M

959.0K+951.3K (+99.20%)

Carpenter Technology Corp

$329.73M + $197.90M =$527.63M

1.82M+89.2K (+4.90%)

Capital One Financial Corporation

$159.87M + $336.63M =$496.51M

891.7K+1.44M (+161.72%)

Interactive Brokers Group Inc

$303.69M + $142.74M =$446.43M

1.83M+6.22M (+339.31%)

Crh Plc

$372.22M + $47.36M =$419.58M

4.23M+339.3K (+8.02%)

Canadian Pacific Kansas City Limited

$292.46M + $68.78M =$361.25M

4.17M+391.6K (+9.40%)

Amphenol Corp

$115.61M + $197.28M =$312.89M

1.76M+1.41M (+79.76%)

Mastercard Incorporated

$208.41M + $27.63M =$236.04M

380.2K+39.8K (+10.47%)

Aramark

$71.63M + $46.84M =$118.47M

2.08M+754.4K (+36.36%)

Sells

FISVEXIT

Fiserv, Inc.

$525.91M - $525.91M =Closed

-2.38M shares (100%)

HDBEXIT

Hdfc Bank Ltd

$74.18M - $74.18M =Closed

-1.12M shares (100%)

HHHEXIT

Howard Hughes Holdings Inc

$88.62M - $88.62M =Closed

-1.20M shares (100%)

IBNEXIT

Icici Bank Limited

$158.59M - $158.59M =Closed

-5.03M shares (100%)

LLYEXIT

Eli Lilly and Co.

$407.02M - $407.02M =Closed

-492.8K shares (100%)

MLMEXIT

Martin Marietta Materials Inc

$79.05M - $79.05M =Closed

-165.3K shares (100%)

Amazon.com Inc

$803.25M - $71.06M =$732.19M

3.34M left-884.5K (-20.95%)

The Progressive Corporation

$786.44M - $82.47M =$703.97M

2.64M left-140.9K (-5.07%)

Cme Group Inc

$459.00M - $39.25M =$419.75M

1.52M left-207.3K (-11.98%)

Flutter Entertainment Plc

$486.04M - $71.71M =$414.33M

1.45M left-743.9K (-33.91%)

Meta Platforms Inc

$427.92M - $21.02M =$406.91M

551.3K left-191.2K (-25.75%)

Arch Capital Group Ltd.

$416.00M - $29.86M =$386.14M

4.24M left-84.3K (-1.95%)

General Electric Company

$299.70M =$324.78M

1.26M left-235.5K (-15.73%)

Lpl Financial Holdings Inc

$285.03M =$312.17M

832.5K left-38.7K (-4.45%)

Intercontinental Exchange Inc

$189.99M =$198.13M

1.08M left-21.5K (-1.95%)

First Citizens Bancshares Inc

$231.34M - $57.20M =$174.15M

89.0K left-35.8K (-28.66%)

Alphabet Inc

$260.23M - $88.98M =$171.25M

965.4K left-700.3K (-42.04%)