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Egerton Capital (John Armitage) - FilingSpy

John Armitage

Egerton Capital

John Armitage

$9.48B

Overview Activity Holdings

Buys

Embraer S.a.

$127.97M

+2.12M shares

TRUNEW

Transunion

$122.74M

+1.47M shares

Lamar Advertising Company

$88.61M

+723.9K shares

Amazon.com Inc

$732.19M + $157.78M =$889.97M

3.34M+715.9K (+21.45%)

Visa Inc

$678.26M + $135.38M =$813.64M

1.91M+473.1K (+24.76%)

Ferguson Enterprises, Inc.

$486.31M + $97.65M =$583.96M

2.23M+366.9K (+16.43%)

Boston Scientific Corporation

$176.26M + $342.40M =$518.66M

1.64M+3.67M (+223.74%)

Amphenol Corp

$312.89M + $160.26M =$473.15M

3.17M+654.9K (+20.67%)

Mastercard Incorporated

$236.04M + $25.70M =$261.74M

420.0K+40.1K (+9.55%)

Aramark

$118.47M + $4.57M =$123.04M

2.83M+374.7K (+13.24%)

Sells

GOOGEXIT

Alphabet Inc

$171.25M - $171.25M =Closed

-965.4K shares (100%)

BLDREXIT

Builders Firstsource Inc

$30.65M - $30.65M =Closed

-262.6K shares (100%)

GEEXIT

General Electric Company

$324.78M - $324.78M =Closed

-1.26M shares (100%)

LPLAEXIT

Lpl Financial Holdings Inc

$312.17M - $312.17M =Closed

-832.5K shares (100%)

Microsoft Corporation

$917.26M =$937.90M

1.81M left-33.3K (-1.80%)

The Progressive Corporation

$703.97M - $64.70M =$639.26M

2.59M left-49.3K (-1.87%)

Crh Plc

$419.58M =$510.88M

4.26M left-309.7K (-6.78%)

Capital One Financial Corporation

$496.51M - $54.80M =$441.71M

2.08M left-255.8K (-10.96%)

Interactive Brokers Group Inc

$446.43M - $16.08M =$430.35M

6.25M left-1.80M (-22.37%)

Meta Platforms Inc

$406.91M - $9.48M =$397.42M

541.2K left-10.1K (-1.84%)

Seagate Technology Holdings Plc

$296.08M =$376.04M

1.59M left-458.5K (-22.35%)

Flutter Entertainment Plc

$414.33M - $55.67M =$358.65M

1.41M left-37.9K (-2.61%)

Carpenter Technology Corp

$527.63M - $190.17M =$337.45M

1.37M left-534.7K (-28.01%)

Cme Group Inc

$419.75M - $99.63M =$320.12M

1.18M left-338.1K (-22.20%)

Arch Capital Group Ltd.

$386.14M - $67.87M =$318.27M

3.51M left-733.1K (-17.29%)

Intercontinental Exchange Inc

$198.13M - $23.55M =$174.58M

1.04M left-43.7K (-4.05%)

Canadian Pacific Kansas City Limited

$361.25M - $210.31M =$150.94M

2.03M left-2.53M (-55.54%)

First Citizens Bancshares Inc

$174.15M - $89.37M =$84.78M

47.4K left-41.6K (-46.77%)