John Armitage recent buys & sells (2026 Q3)
Egerton Capital
Egerton Capital Portfolio Changes
Purchase & sale details
- Portfolio value:
- $9.82B (-$532M)
- Previous value:
- $10.35B
- # of changes:
- 27
- New positions:
- 4
- Reported for:
- 30 Sep 2026 (Q3)
- Latest filing date:
- 20 Oct 2026
Egerton Capital has disclosed a total of 27 changes to the portfolio in the latest (2026 Q3) SEC report(s): increased the number of shares of 9, bought 4 totally new, decreased the number of shares of 10 and completely sold out 4 position(s).
What stocks is John Armitage buying now?
In the recent quarter John Armitage has bought 13 securities out of which top 5 purchases (by % change to portfolio) are (AMZN) Amazon.com Inc (added shares +31.92%), (APH) Amphenol Corp (added shares +10.02%), (NVDA) NVIDIA Corp (added shares +9.48%), (DVN) Devon Energy Corp (added shares +43.28%) and (SPGI) S&P Global Inc (added shares +124.59%).
In the latest report(s) the following changes have been made to the top investments: (V) Visa Inc, CL-A (reduced shares -4.35%), (AMZN) Amazon.com Inc (added shares +31.92%), (APH) Amphenol Corp (added shares +10.02%), (NVDA) NVIDIA Corp (added shares +9.48%) and (MCO) Moodys Corp (reduced shares -3.93%).
27 results
| History | Ticker | Name |
% or activity |
Shares change |
Shares held after* |
% change to portfolio |
Reported price* |
% difference current price* |
% of portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Walt Disney Company
|
new
|
+933,073
|
933,073
|
+1%
|
$104.90
|
+11.90%($117.38)
|
1.00%
|
2026 Q3
|
~0.25 years
|
|
|
|
Intercontinental Exchange Inc
|
new
|
+1,467,474
|
1,467,474
|
+2.27%
|
$152.03
|
+13.59%($172.69)
|
2.27%
|
2026 Q3
|
~0.25 years
|
|
|
|
Meta Platforms Inc
|
new
|
+192,860
|
192,860
|
+1.42%
|
$725.18
|
-14.81%($617.80)
|
1.42%
|
2026 Q3
|
~0.25 years
|
|
|
|
Thermo Fisher Scientific Inc
|
new
|
+198,227
|
198,227
|
+1.36%
|
$675.05
|
+3.02%($695.41)
|
1.36%
|
2026 Q3
|
~0.25 years
|
|
|
|
S&P Global Inc
|
+124.59%
|
+438,444
|
790,364
|
+1.76%
|
$394.47
|
+18.86%($468.87)
|
3.17%
|
2026 Q2
|
~0.50 years
|
|
|
|
Vistra Corp
|
+95.98%
|
+465,758
|
951,011
|
+0.66%
|
$138.35
|
-10.26%($124.16)
|
1.34%
|
2026 Q2
|
~0.50 years
|
|
|
|
Devon Energy Corp
|
+43.28%
|
+3,271,332
|
10,829,392
|
+1.53%
|
$46.04
|
-8.39%($42.18)
|
5.08%
|
2026 Q1
|
~0.75 years
|
|
|
|
Linde plc Ordinary Shares
|
+33.60%
|
+101,078
|
401,932
|
+0.49%
|
$474.65
|
+9.23%($518.46)
|
1.94%
|
2026 Q1
|
~0.75 years
|
|
|
|
Amazon.com Inc
|
+31.92%
|
+1,140,719
|
4,714,127
|
+2.89%
|
$249.15
|
+5.49%($262.83)
|
11.96%
|
2023 Q3
|
~3.25 years
|
|
|
|
Amphenol Corp
|
+10.02%
|
+975,337
|
10,708,713
|
+0.84%
|
$84.30
|
-11.75%($74.39)
|
9.19%
|
2025 Q1
|
~1.75 years
|
|
Insights | News
Insight
—
Re-entry · 2026 Q3
Insight
—
Re-entry · 2026 Q3
Insight
—
Re-entry · 2026 Q3
Insight
—
Position exited · 2026 Q3
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted. 2013 Q2 is the earliest period we have data for, so "2013 Q2*" means "2013 Q2 or earlier".