John Armitage
Egerton Capital
Egerton Capital Portfolio 13F
John Armitage Holdings Activity
- 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 latest (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 is John Armitage buying now?
In the recent quarter John Armitage has bought 18 securities out of which top 5 purchases (by % change to portfolio) are (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 latest 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
|
-24.27%($547.54)
|
3.64%
|
2026 Q2
|
≈ 0.25 years
|
|
|
|
Equifax Inc
|
new
|
+1,481,188
|
1,481,188
|
+2.27%
|
$158.72
|
+11.14%($176.40)
|
2.27%
|
2026 Q2
|
≈ 0.25 years
|
|
|
|
Riot Platforms, Inc
|
new
|
+2,628,731
|
2,628,731
|
+0.7%
|
$27.38
|
-31.99%($18.62)
|
0.70%
|
2026 Q2
|
≈ 0.25 years
|
|
|
|
S&P Global Inc
|
new
|
+351,920
|
351,920
|
+1.38%
|
$407.26
|
+10.55%($450.22)
|
1.38%
|
2026 Q2
|
≈ 0.25 years
|
|
|
|
Vistra Corp
|
new
|
+485,253
|
485,253
|
+0.74%
|
$158.63
|
-1.82%($155.75)
|
0.74%
|
2026 Q2
|
≈ 0.25 years
|
|
|
|
Medline Inc, CL-A
|
+277.27%
|
+12,105,082
|
16,470,884
|
+4.61%
|
$39.44
|
+1.98%($40.22)
|
6.28%
|
2026 Q1
|
≈ 0.50 years
|
|
|
|
Armstrong World Industries Inc
|
+106.54%
|
+477,358
|
925,394
|
+0.74%
|
$160.42
|
-1.44%($158.11)
|
1.43%
|
2026 Q1
|
≈ 0.50 years
|
|
|
|
Amphenol Corp
|
+69.49%
|
+1,995,335
|
4,866,688
|
+3.4%
|
$176.32
|
-13.12%($153.18)
|
8.29%
|
2025 Q1
|
≈ 1.50 years
|
|
|
|
CRH PLC
|
+58.87%
|
+1,624,535
|
4,383,866
|
+1.68%
|
$107.00
|
-2.92%($103.88)
|
4.53%
|
2023 Q4
|
≈ 2.75 years
|
|
|
|
Ferguson Plc
|
+58.61%
|
+371,766
|
1,006,024
|
+0.85%
|
$237.33
|
-1.79%($233.09)
|
2.31%
|
2025 Q2
|
≈ 1.25 years
|
|
* 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.