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 |
|---|---|---|---|
Q4 2017Dec 31, 2017 | MA Mastercard Incorporated | Sell | -1,494,727-41.3% |
Q4 2017Dec 31, 2017 | SPGI S&P Global Inc. | Sell | -1,660,564-39.6% |
Q4 2017Dec 31, 2017 | JPM JP Morgan Chase & Co. | Sell - Position Exit | -2,424,646-100.0% |
Q4 2017Dec 31, 2017 | ATUS Altice USA, Inc. | Sell - Position Exit | -2,607,410-100.0% |
Q4 2017Dec 31, 2017 | CMCSA Comcast Corporation | Sell - Position Exit | -23,666,488-100.0% |
Q3 2017Sep 30, 2017 | AMAT Applied Materials, Inc. | Buy | +3,184,994+23.2% |
Q3 2017Sep 30, 2017 | BABA Alibaba Group Holding Limited | Buy - Position Entry | +2,935,794 |
Q3 2017Sep 30, 2017 | TRU TransUnion | Buy | +2,444,617+114.8% |
Q3 2017Sep 30, 2017 | CMCSA Comcast Corporation | Buy | +2,135,142+9.9% |
Q3 2017Sep 30, 2017 | ALK Alaska Air Group, Inc. | Buy | +1,524,149+51.6% |
Q3 2017Sep 30, 2017 | MSFT Microsoft Corporation | Buy | +1,162,667+29.3% |
Q3 2017Sep 30, 2017 | ICE Intercontinental Exchange Inc. | Buy - Position Entry | +685,997 |
Q3 2017Sep 30, 2017 | META Meta Platforms, Inc. | Buy | +651,625+34.8% |
Q3 2017Sep 30, 2017 | ATUS Altice USA, Inc. | Buy | +607,410+30.4% |
Q3 2017Sep 30, 2017 | STZ Constellation Brands, Inc. | Buy | +353,490+13.0% |
Q3 2017Sep 30, 2017 | ADBE Adobe Inc. | Buy | +337,678+33.8% |
Q3 2017Sep 30, 2017 | MS Morgan Stanley | Buy | +311,102+9.4% |
Q3 2017Sep 30, 2017 | EQIX Equinix, Inc. | Buy | +293,842+152.0% |
Q3 2017Sep 30, 2017 | HON Honeywell International Inc. | Buy - Position Entry | +264,662 |
Q3 2017Sep 30, 2017 | SPGI S&P Global Inc. | Buy | +34,484+0.8% |
Q3 2017Sep 30, 2017 | BXMT Blackstone Mortgage Trust, Inc. | Sell | -6,621-0.4% |
Q3 2017Sep 30, 2017 | HDB HDFC Bank Limited | Sell | -13,815-0.6% |
Q3 2017Sep 30, 2017 | SCHW Charles Schwab Corporation (The | Sell | -52,755-0.5% |
Q3 2017Sep 30, 2017 | BAC Bank of America Corporation | Sell | -82,623-0.5% |
Q3 2017Sep 30, 2017 | GOOG Alphabet Inc. | Sell - Position Exit | -106,044-100.0% |
Q3 2017Sep 30, 2017 | MLM Martin Marietta Materials, Inc. | Sell | -217,485-11.1% |
Q3 2017Sep 30, 2017 | MA Mastercard Incorporated | Sell | -303,118-7.7% |
Q3 2017Sep 30, 2017 | EW Edwards Lifesciences Corporatio | Sell | -502,110-27.3% |
Q3 2017Sep 30, 2017 | CHTR Charter Communications, Inc. | Sell | -592,226-19.2% |
Q3 2017Sep 30, 2017 | MHK Mohawk Industries, Inc. | Sell - Position Exit | -855,589-100.0% |