John Armitage recent buys & sells (2026 Q2)
Egerton Capital
Egerton Capital Portfolio Changes
Purchase & sale details
- Portfolio value:
- $10.35B (+$1B)
- Previous value:
- $9.01B
- # of changes:
- 29
- New positions:
- 5
- Reported for:
- 30 Jun 2026 (Q2)
- Latest filing date:
- 21 Jul 2026
Egerton Capital has disclosed a total of 29 changes to the portfolio in the (2026 Q2) SEC report(s): increased the number of shares of 13, bought 5 totally new, decreased the number of shares of 5 and completely sold out 6 position(s).
What stocks did John Armitage buy in 2026 Q2?
During 2026 Q2 John Armitage has bought 18 securities out of which top 5 purchases (by % change to portfolio) were (V) Visa Inc, CL-A (added shares +3.74%), (APH) Amphenol Corp (added shares +69.49%), (AMZN) Amazon.com Inc (added shares +51.20%), (MCO) Moodys Corp (added shares +10.26%) and (NVDA) NVIDIA Corp (added shares +27.77%).
In the 2026 Q2 report(s) the following changes have been made to the top investments: (V) Visa Inc, CL-A (added shares +3.74%), (GOOG) Alphabet Inc, CL-C (reduced shares -4.86%), (APH) Amphenol Corp (added shares +69.49%), (AMZN) Amazon.com Inc (added shares +51.20%) and (MCO) Moodys Corp (added shares +10.26%).
29 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Applied Materials Inc
|
new
|
+521,065
|
521,065
|
+3.64%
|
$723.00
|
-53.96%($332.88)
|
3.64%
|
2026 Q2
|
~0.25 years
|
|
|
|
Equifax Inc
|
new
|
+1,481,188
|
1,481,188
|
+2.27%
|
$158.72
|
+19.36%($189.46)
|
2.27%
|
2026 Q2
|
~0.25 years
|
|
|
|
Riot Platforms, Inc
|
new
|
+2,628,731
|
2,628,731
|
+0.7%
|
$27.38
|
-38.39%($16.87)
|
0.70%
|
2026 Q2
|
~0.25 years
|
|
|
|
S&P Global Inc
|
new
|
+351,920
|
351,920
|
+1.38%
|
$407.26
|
+15.13%($468.87)
|
1.38%
|
2026 Q2
|
~0.25 years
|
|
|
|
Vistra Corp
|
new
|
+485,253
|
485,253
|
+0.74%
|
$158.63
|
-21.73%($124.16)
|
0.74%
|
2026 Q2
|
~0.25 years
|
|
|
|
Medline Inc, CL-A
|
+277.27%
|
+12,105,082
|
16,470,884
|
+4.61%
|
$39.44
|
+0.29%($39.56)
|
6.28%
|
2026 Q1
|
~0.50 years
|
|
|
|
Armstrong World Industries Inc
|
+106.54%
|
+477,358
|
925,394
|
+0.74%
|
$160.42
|
+6.48%($170.82)
|
1.43%
|
2026 Q1
|
~0.50 years
|
|
|
|
Amphenol Corp
|
+69.49%
|
+3,990,670
|
9,733,376
|
+3.4%
|
$88.16
|
-15.61%($74.39)
|
8.29%
|
2025 Q1
|
~1.50 years
|
|
|
|
CRH PLC
|
+58.87%
|
+1,624,535
|
4,383,866
|
+1.68%
|
$107.00
|
-11.23%($94.98)
|
4.53%
|
2023 Q4
|
~2.75 years
|
|
|
|
Ferguson Plc
|
+58.61%
|
+371,766
|
1,006,024
|
+0.85%
|
$237.33
|
-0.54%($236.04)
|
2.31%
|
2025 Q2
|
~1.25 years
|
|
Insights | News
Insight
—
Re-entry · 2026 Q2
Insight
Insight
Insight
—
Position exited · 2026 Q2
* 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".