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 |
|---|---|---|---|
Q1 2019Mar 31, 2019 | SPGI S&P Global Inc. | Buy | +330,142+11.0% |
Q1 2019Mar 31, 2019 | UNP Union Pacific Corporation | Buy | +327,605+4.4% |
Q1 2019Mar 31, 2019 | MA Mastercard Incorporated | Buy | +315,515+14.8% |
Q1 2019Mar 31, 2019 | CSX CSX Corporation | Buy | +290,774+2.5% |
Q1 2019Mar 31, 2019 | KKR KKR & Co. Inc. | Buy | +234,213+2.7% |
Q1 2019Mar 31, 2019 | GOOG Alphabet Inc. | Buy | +23,280+3.8% |
Q1 2019Mar 31, 2019 | GDDY GoDaddy Inc. | Sell | -1,153,388-33.5% |
Q1 2019Mar 31, 2019 | BXMT Blackstone Mortgage Trust, Inc. | Sell - Position Exit | -1,280,459-100.0% |
Q1 2019Mar 31, 2019 | TRU TransUnion | Sell | -1,676,152-36.6% |
Q1 2019Mar 31, 2019 | UNH UnitedHealth Group Incorporated | Sell | -1,858,232-75.4% |
Q1 2019Mar 31, 2019 | NTR Nutrien Ltd. | Sell - Position Exit | -3,472,993-100.0% |
Q4 2018Dec 31, 2018 | AXP American Express Company | Buy - Position Entry | +7,915,847 |
Q4 2018Dec 31, 2018 | VMC Vulcan Materials Company (Holdi | Buy - Position Entry | +2,915,307 |
Q4 2018Dec 31, 2018 | ADSK Autodesk, Inc. | Buy - Position Entry | +1,709,679 |
Q4 2018Dec 31, 2018 | MLM Martin Marietta Materials, Inc. | Buy - Position Entry | +1,568,364 |
Q4 2018Dec 31, 2018 | CSX CSX Corporation | Buy | +1,231,450+11.6% |
Q4 2018Dec 31, 2018 | TRU TransUnion | Buy | +1,174,121+34.5% |
Q4 2018Dec 31, 2018 | MA Mastercard Incorporated | Buy | +1,140,116+115.1% |
Q4 2018Dec 31, 2018 | MSFT Microsoft Corporation | Buy | +1,074,069+13.8% |
Q4 2018Dec 31, 2018 | UNH UnitedHealth Group Incorporated | Buy | +944,290+62.1% |
Q4 2018Dec 31, 2018 | ELV Elevance Health, Inc. | Buy - Position Entry | +250,757 |
Q4 2018Dec 31, 2018 | GDDY GoDaddy Inc. | Buy | +205,033+6.3% |
Q4 2018Dec 31, 2018 | GOOG Alphabet Inc. | Buy | +87,031+16.6% |
Q4 2018Dec 31, 2018 | BABA Alibaba Group Holding Limited | Sell | -2,462-0.1% |
Q4 2018Dec 31, 2018 | BXMT Blackstone Mortgage Trust, Inc. | Sell | -24,339-1.9% |
Q4 2018Dec 31, 2018 | SNPS Synopsys, Inc. | Sell | -114,358-11.2% |
Q4 2018Dec 31, 2018 | SPGI S&P Global Inc. | Sell | -155,481-4.9% |
Q4 2018Dec 31, 2018 | CHTR Charter Communications, Inc. | Sell | -387,328-14.2% |
Q4 2018Dec 31, 2018 | UNP Union Pacific Corporation | Sell | -561,014-7.0% |
Q4 2018Dec 31, 2018 | CTAS Cintas Corporation | Sell - Position Exit | -647,981-100.0% |