FilingSpy

Egerton Capital (John Armitage) - FilingSpy

John Armitage

Egerton Capital

John Armitage

$9.20B

Overview Activity Holdings

Buys

MCONEW

Moody'S Corporation

$395.10M

+773.4K shares

Alphabet Inc

$338.52M

+1.08M shares

VMCNEW

Vulcan Materials Co

$273.86M

+960.2K shares

Wynn Resorts Ltd

$249.05M

+2.07M shares

Uber Technologies Inc

$219.08M

+2.68M shares

RNRNEW

Renaissancere Holdings Ltd.

$137.94M

+490.6K shares

NYTNEW

The New York Times Company

$97.88M

+1.41M shares

Lpl Financial Holdings Inc

$91.01M

+254.8K shares

Amazon.com Inc

$889.97M + $470.13M =$1.36B

4.05M+1.84M (+45.38%)

Visa Inc

$813.64M + $333.54M =$1.15B

2.38M+887.6K (+37.24%)

Boston Scientific Corporation

$518.66M =$513.47M

5.31M+72.6K (+1.37%)

Carpenter Technology Corp

$337.45M + $151.50M =$488.95M

1.37M+178.7K (+13.00%)

Interactive Brokers Group Inc

$430.35M + $15.94M =$446.28M

6.25M+685.4K (+10.96%)

Embraer S.a.

$127.97M + $83.04M =$211.01M

2.12M+1.16M (+54.85%)

Sells

ARMKEXIT

Aramark

$123.04M - $123.04M =Closed

-3.20M shares (100%)

CPEXIT

Canadian Pacific Kansas City Limited

$150.94M - $150.94M =Closed

-2.03M shares (100%)

METAEXIT

Meta Platforms Inc

$397.42M - $397.42M =Closed

-541.2K shares (100%)

First Citizens Bancshares Inc

$84.78M - $84.78M =Closed

-47.4K shares (100%)

ICEEXIT

Intercontinental Exchange Inc

$174.58M - $174.58M =Closed

-1.04M shares (100%)

PGREXIT

The Progressive Corporation

$639.26M - $639.26M =Closed

-2.59M shares (100%)

TRUEXIT

Transunion

$122.74M - $122.74M =Closed

-1.47M shares (100%)

ACGLEXIT

Arch Capital Group Ltd.

$318.27M - $318.27M =Closed

-3.51M shares (100%)

FLUTEXIT

Flutter Entertainment Plc

$358.65M - $358.65M =Closed

-1.41M shares (100%)

Microsoft Corporation

$937.90M - $92.21M =$845.69M

1.75M left-62.1K (-3.43%)

Capital One Financial Corporation

$441.71M =$501.47M

2.07M left-8.7K (-0.42%)

Amphenol Corp

$473.15M =$501.09M

3.71M left-115.5K (-3.02%)

Cme Group Inc

$320.12M =$322.18M

1.18M left-5.0K (-0.42%)

Crh Plc

$510.88M - $228.70M =$282.18M

2.26M left-2.00M (-46.93%)

Mastercard Incorporated

$261.74M - $82.5K =$261.66M

458.3K left-1.8K (-0.39%)

Ferguson Enterprises, Inc.

$583.96M - $359.48M =$224.48M

1.01M left-1.59M (-61.22%)

Seagate Technology Holdings Plc

$376.04M - $175.19M =$200.85M

729.3K left-863.7K (-54.22%)

Lamar Advertising Company

$88.61M =$91.40M

722.1K left-1.8K (-0.25%)