John Armitage – Egerton Capital UK Portfolio Activity & Recent Trades (Jun 30, 2025)
As of Jun 30, 2025, the Egerton Capital UK portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 12, 2025. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q2 2025, the filing reported:
New Buys – Ferguson Enterprises Inc. (FERG), Seagate Technology (STX), Boston Scientific Corporation (BSX), Builders FirstSource, Inc. (BLDR)
Increases – Interactive Brokers Group, Inc. (IBKR), Capital One Financial Corporati (COF), Amphenol Corporation (APH), Visa Inc. (V), Aramark (ARMK), and 5 more
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
Egerton Capital UK Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q3 2021Sep 30, 2021 | GOOG Alphabet Inc. | Sell | -27,626-3.1% |
Q3 2021Sep 30, 2021 | UNH UnitedHealth Group Incorporated | Sell | -33,727-1.6% |
Q3 2021Sep 30, 2021 | BXMT Blackstone Mortgage Trust, Inc. | Sell | -57,701-1.5% |
Q3 2021Sep 30, 2021 | KKR KKR & Co. Inc. | Sell | -105,790-1.4% |
Q3 2021Sep 30, 2021 | MA Mastercard Incorporated | Sell | -119,202-14.6% |
Q3 2021Sep 30, 2021 | AMZN Amazon.com, Inc. | Sell | -232,399-63.2% |
Q3 2021Sep 30, 2021 | META Meta Platforms, Inc. | Sell | -279,046-11.3% |
Q3 2021Sep 30, 2021 | NBIS Nebius Group | Sell | -378,396-11.6% |
Q3 2021Sep 30, 2021 | NFLX Netflix, Inc. | Sell | -829,231-55.2% |
Q3 2021Sep 30, 2021 | MSFT Microsoft Corporation | Sell | -999,182-19.9% |
Q3 2021Sep 30, 2021 | MTCH Match Group, Inc. | Sell - Position Exit | -1,279,095-100.0% |
Q3 2021Sep 30, 2021 | WFC Wells Fargo & Company | Sell - Position Exit | -2,152,827-100.0% |
Q3 2021Sep 30, 2021 | BEKE KE Holdings Inc | Sell - Position Exit | -2,356,400-100.0% |
Q3 2021Sep 30, 2021 | TMUS T-Mobile US, Inc. | Sell | -5,374,332-80.8% |
Q3 2021Sep 30, 2021 | ATUS Altice USA, Inc. | Sell - Position Exit | -6,036,046-100.0% |
Q2 2021Jun 30, 2021 | CSX CSX Corporation | Buy | +22,527,842+239.1% |
Q2 2021Jun 30, 2021 | SCHW Charles Schwab Corporation (The | Buy - Position Entry | +6,305,043 |
Q2 2021Jun 30, 2021 | BEKE KE Holdings Inc | Buy - Position Entry | +2,356,400 |
Q2 2021Jun 30, 2021 | ADI Analog Devices, Inc. | Buy | +1,067,146+143.8% |
Q2 2021Jun 30, 2021 | CMCSA Comcast Corporation | Buy | +693,864+7.3% |
Q2 2021Jun 30, 2021 | UNH UnitedHealth Group Incorporated | Buy | +235,023+12.6% |
Q2 2021Jun 30, 2021 | FCNCA First Citizens BancShares, Inc. | Buy - Position Entry | +138,970 |
Q2 2021Jun 30, 2021 | SHOP Shopify Inc. | Buy | +86,668+81.9% |
Q2 2021Jun 30, 2021 | AMZN Amazon.com, Inc. | Buy | +69,752+23.4% |
Q2 2021Jun 30, 2021 | GOOG Alphabet Inc. | Buy | +64,219+7.9% |
Q2 2021Jun 30, 2021 | KKR KKR & Co. Inc. | Buy | +31,704+0.4% |
Q2 2021Jun 30, 2021 | CHTR Charter Communications, Inc. | Buy | +30,236+1.8% |
Q2 2021Jun 30, 2021 | V Visa Inc. | Buy | +17,929+0.4% |
Q2 2021Jun 30, 2021 | BXMT Blackstone Mortgage Trust, Inc. | Buy | +14,768+0.4% |
Q2 2021Jun 30, 2021 | PYPL PayPal Holdings, Inc. | Buy | +6,524+0.4% |