- Portfolio
- Activity
John Armitage Holdings Activity
Egerton Capital Portfolio 13F
Egerton Capital has disclosed a total of 32 changes to the portfolio in the latest (2024 Q3) SEC report(s): increased the number of shares of 9, bought 6 totally new, decreased the number of shares of 15 and completely sold out 2 position(s).
What stocks is John Armitage buying now?
In the recent quarter John Armitage has bought 15 securities out of which top 5 purchases (by % change to portfolio) are (PGR) PROGRESSIVE CORP (added shares +83.21%), (FLUT) FLUTTER ENTERTAINMENT PLC-DI (added shares +74.36%), (ERJ) EMBRAER SA-SPON ADR (new buy), (UBER) UBER TECHNOLOGIES INC (added shares +89.4%) and (MLM) MARTIN MARIETTA MATERIALS (new buy).
What does John Armitage invest in?
John Armitage's top 5 holdings (by % of portfolio) are (MSFT) MICROSOFT CORP (7.47%), (PGR) PROGRESSIVE CORP (7.23%), (CP) CANADIAN PACIFIC KANSAS CITY (6.78%), (META) META PLATFORMS INC-CLASS A (5.94%) and (AMZN) AMAZONCOM INC (5.77%).
In the latest report(s) the following changes have been made to the top investments: (MSFT) MICROSOFT CORP (added shares +15.48%), (PGR) PROGRESSIVE CORP (added shares +83.21%), (CP) CANADIAN PACIFIC KANSAS CITY (reduced shares -14.95%), (META) META PLATFORMS INC-CLASS A (reduced shares -23.23%) and (AMZN) AMAZONCOM INC (reduced shares -21.24%).
Shares, change to shares, sold shares - 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.
Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.