- 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 (2022 Q2) SEC report(s): increased the number of shares of 11, bought 3 totally new, decreased the number of shares of 12 and completely sold out 6 position(s).
What stocks is John Armitage buying now?
In the recent quarter John Armitage has bought 14 securities out of which top 5 purchases (by % change to portfolio) are (MA) MASTERCARD INC - A (added shares +181.5%), (TSM) TAIWAN SEMICONDUCTOR-SP ADR (new buy), (CVE) CENOVUS ENERGY INC (new buy), (CNI) CANADIAN NATL RAILWAY CO (added shares +25.93%) and (AMAT) APPLIED MATERIALS INC (added shares +145.23%).
What does John Armitage invest in?
John Armitage's top 5 holdings (by % of portfolio) are (CP) CANADIAN PACIFIC RAILWAY LTD (12.05%), (MSFT) MICROSOFT CORP (9.34%), (CNI) CANADIAN NATL RAILWAY CO (8.98%), (GOOG) ALPHABET INC-CL C (8.77%) and (V) VISA INC-CLASS A SHARES (5.53%).
In the latest report(s) the following changes have been made to the top investments: (CP) CANADIAN PACIFIC RAILWAY LTD (reduced shares -4.81%), (MSFT) MICROSOFT CORP (added shares +11.9%), (CNI) CANADIAN NATL RAILWAY CO (added shares +25.93%), (GOOG) ALPHABET INC-CL C (reduced shares -18.65%) and (V) VISA INC-CLASS A SHARES (reduced shares -14.83%).
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.