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 |
|---|---|---|---|
Q2 2018Jun 30, 2018 | TRU TransUnion | Sell | -1,298,896-34.7% |
Q2 2018Jun 30, 2018 | BAC Bank of America Corporation | Sell | -1,345,602-6.4% |
Q2 2018Jun 30, 2018 | HDB HDFC Bank Limited | Sell - Position Exit | -1,681,996-100.0% |
Q2 2018Jun 30, 2018 | CHTR Charter Communications, Inc. | Sell - Position Exit | -2,174,268-100.0% |
Q2 2018Jun 30, 2018 | AMAT Applied Materials, Inc. | Sell | -8,684,066-78.5% |
Q2 2018Jun 30, 2018 | LUV Southwest Airlines Company | Sell - Position Exit | -10,259,924-100.0% |
Q1 2018Mar 31, 2018 | BAC Bank of America Corporation | Buy | +4,618,854+27.9% |
Q1 2018Mar 31, 2018 | GDDY GoDaddy Inc. | Buy | +3,367,853+353.1% |
Q1 2018Mar 31, 2018 | UNP Union Pacific Corporation | Buy - Position Entry | +3,269,058 |
Q1 2018Mar 31, 2018 | LUV Southwest Airlines Company | Buy | +2,949,407+40.3% |
Q1 2018Mar 31, 2018 | WYNN Wynn Resorts, Limited | Buy - Position Entry | +2,736,728 |
Q1 2018Mar 31, 2018 | MSFT Microsoft Corporation | Buy | +1,376,422+24.1% |
Q1 2018Mar 31, 2018 | SPGI S&P Global Inc. | Buy | +734,833+29.0% |
Q1 2018Mar 31, 2018 | UNH UnitedHealth Group Incorporated | Buy | +492,530+29.4% |
Q1 2018Mar 31, 2018 | EA Electronic Arts Inc. | Buy | +492,389+28.1% |
Q1 2018Mar 31, 2018 | ADBE Adobe Inc. | Buy | +373,515+12.7% |
Q1 2018Mar 31, 2018 | SCHW Charles Schwab Corporation (The | Buy | +289,493+2.8% |
Q1 2018Mar 31, 2018 | GOOG Alphabet Inc. | Buy | +128,792+29.1% |
Q1 2018Mar 31, 2018 | CHTR Charter Communications, Inc. | Sell | -8,846-0.4% |
Q1 2018Mar 31, 2018 | HON Honeywell International Inc. | Sell | -17,860-7.3% |
Q1 2018Mar 31, 2018 | CRM Salesforce, Inc. | Sell | -70,705-2.5% |
Q1 2018Mar 31, 2018 | BXMT Blackstone Mortgage Trust, Inc. | Sell | -72,274-5.3% |
Q1 2018Mar 31, 2018 | MS Morgan Stanley | Sell | -177,273-5.3% |
Q1 2018Mar 31, 2018 | CTAS Cintas Corporation | Sell | -264,518-17.2% |
Q1 2018Mar 31, 2018 | HDB HDFC Bank Limited | Sell | -370,147-18.0% |
Q1 2018Mar 31, 2018 | TRU TransUnion | Sell | -448,974-10.7% |
Q1 2018Mar 31, 2018 | EQIX Equinix, Inc. | Sell - Position Exit | -576,694-100.0% |
Q1 2018Mar 31, 2018 | BABA Alibaba Group Holding Limited | Sell | -633,947-20.7% |
Q1 2018Mar 31, 2018 | META Meta Platforms, Inc. | Sell | -645,742-28.0% |
Q1 2018Mar 31, 2018 | MA Mastercard Incorporated | Sell | -682,976-32.1% |