John Armitage Holdings Activity
Egerton Capital Portfolio 13F
Egerton Capital has disclosed a total of 27 changes to the portfolio in the latest (2023 Q1) SEC report(s): increased the number of shares of 2, bought 6 totally new, decreased the number of shares of 17 and completely sold out 2 position(s).
What stocks is John Armitage buying now?
In the recent quarter John Armitage has bought 8 securities out of which top 5 purchases (by % change to portfolio) are (FISV) FISERV INC (new buy), (META) META PLATFORMS INC-CLASS A (new buy), (HDB) HDFC BANK LTD-ADR (new buy), (RNR) RENAISSANCERE HOLDINGS LTD (new buy) and (V) VISA INC-CLASS A SHARES (added shares +10.61%).
What does John Armitage invest in?
John Armitage's top 5 holdings (by % of portfolio) are (CP) CANADIAN PACIFIC RAILWAY LTD (14.61%), (CNI) CANADIAN NATL RAILWAY CO (11.09%), (V) VISA INC-CLASS A SHARES (10.18%), (FCNCA) FIRST CITIZENS BCSHS -CL A (6.33%) and (SLB) SCHLUMBERGER LTD (5.25%).
In the latest report(s) the following changes have been made to the top investments: (CP) CANADIAN PACIFIC RAILWAY LTD (reduced shares -13.51%), (CNI) CANADIAN NATL RAILWAY CO (reduced shares -20.69%), (V) VISA INC-CLASS A SHARES (added shares +10.61%), (FCNCA) FIRST CITIZENS BCSHS -CL A (reduced shares -15.11%) and (SLB) SCHLUMBERGER LTD (reduced shares -10.06%).
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.