John Armitage - Egerton Capital UK Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | May 06, 2025 | |
| Total Stocks | 27 | |
| Portfolio Value | $8.67B |
Egerton Capital UK Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q4 2019Dec 31, 2019 | TDG Transdigm Group Incorporated | Sell | -56,244-7.4% |
Q4 2019Dec 31, 2019 | AMZN Amazon.com, Inc. | Sell - Position Exit | -152,380-100.0% |
Q4 2019Dec 31, 2019 | SPGI S&P Global Inc. | Sell | -251,737-13.1% |
Q4 2019Dec 31, 2019 | AXP American Express Company | Sell | -266,316-7.5% |
Q4 2019Dec 31, 2019 | MSFT Microsoft Corporation | Sell | -290,810-5.2% |
Q4 2019Dec 31, 2019 | CRM Salesforce, Inc. | Sell | -318,529-16.7% |
Q4 2019Dec 31, 2019 | BABA Alibaba Group Holding Limited | Sell | -374,136-6.8% |
Q4 2019Dec 31, 2019 | CHTR Charter Communications, Inc. | Sell | -375,425-14.0% |
Q4 2019Dec 31, 2019 | ADSK Autodesk, Inc. | Sell | -378,823-28.7% |
Q4 2019Dec 31, 2019 | GOOG Alphabet Inc. | Sell | -418,849-52.7% |
Q4 2019Dec 31, 2019 | MLM Martin Marietta Materials, Inc. | Sell | -493,917-28.5% |
Q4 2019Dec 31, 2019 | META Meta Platforms, Inc. | Sell | -599,552-30.7% |
Q4 2019Dec 31, 2019 | ARMK Aramark | Sell - Position Exit | -635,058-100.0% |
Q4 2019Dec 31, 2019 | SNPS Synopsys, Inc. | Sell - Position Exit | -893,313-100.0% |
Q4 2019Dec 31, 2019 | EFX Equifax, Inc. | Sell - Position Exit | -1,051,935-100.0% |
Q4 2019Dec 31, 2019 | GDDY GoDaddy Inc. | Sell - Position Exit | -1,350,023-100.0% |
Q4 2019Dec 31, 2019 | IQV IQVIA Holdings, Inc. | Sell | -1,386,920-91.9% |
Q4 2019Dec 31, 2019 | UNP Union Pacific Corporation | Sell | -2,213,278-32.2% |
Q4 2019Dec 31, 2019 | KKR KKR & Co. Inc. | Sell | -2,552,006-40.2% |
Q4 2019Dec 31, 2019 | WYNN Wynn Resorts, Limited | Sell | -2,745,849-73.3% |
Q4 2019Dec 31, 2019 | BX Blackstone Inc. | Sell | -5,768,393-45.9% |
Q4 2019Dec 31, 2019 | ATUS Altice USA, Inc. | Sell - Position Exit | -7,037,118-100.0% |
Q4 2019Dec 31, 2019 | TS Tenaris S.A. | Sell - Position Exit | -11,738,362-100.0% |
Q3 2019Sep 30, 2019 | BX Blackstone Inc. | Buy - Position Entry | +12,578,405 |
Q3 2019Sep 30, 2019 | ATUS Altice USA, Inc. | Buy | +3,120,293+79.7% |
Q3 2019Sep 30, 2019 | CRM Salesforce, Inc. | Buy - Position Entry | +1,906,630 |
Q3 2019Sep 30, 2019 | FI Fiserv, Inc. | Buy | +1,328,463+33.5% |
Q3 2019Sep 30, 2019 | UNP Union Pacific Corporation | Buy | +856,219+14.3% |
Q3 2019Sep 30, 2019 | BABA Alibaba Group Holding Limited | Buy | +697,421+14.4% |
Q3 2019Sep 30, 2019 | ARMK Aramark | Buy - Position Entry | +635,058 |