John Armitage Holdings Activity

Egerton Capital Portfolio 13F

Egerton Capital has disclosed a total of 32 changes to the portfolio in the latest (2025 Q1) SEC report(s): increased the number of shares of 14, bought 2 totally new, decreased the number of shares of 11 and completely sold out 5 position(s).

What stocks is John Armitage buying now?

In the recent quarter John Armitage has bought 16 securities out of which top 5 purchases (by % change to portfolio) are (AMZN) AMAZONCOM INC (added shares +75.32%), (CRS) CARPENTER TECHNOLOGY (new buy), (CME) CME GROUP INC (added shares +79.4%), (LPLA) LPL FINANCIAL HOLDINGS INC (added shares +238.08%) and (LLY) ELI LILLY & CO (added shares +75.39%).

What does John Armitage invest in?

John Armitage's top 5 holdings (by % of portfolio) are (AMZN) AMAZONCOM INC (9.27%), (PGR) PROGRESSIVE CORP (9.07%), (FISV) FISERV INC (6.07%), (MSFT) MICROSOFT CORP (5.75%) and (FLUT) FLUTTER ENTERTAINMENT PLC-DI (5.61%).

In the latest report(s) the following changes have been made to the top investments: (AMZN) AMAZONCOM INC (added shares +75.32%), (PGR) PROGRESSIVE CORP (reduced shares -1.71%), (FISV) FISERV INC (added shares +2.45%), (MSFT) MICROSOFT CORP (reduced shares -24.43%) and (FLUT) FLUTTER ENTERTAINMENT PLC-DI (added shares +16.85%).

2025 Q1 (32 results)
CRS
buy
+1,819,885
+3.80%
$181.18
15.45% $209.18
3.80%
APH
buy
+1,762,623
+1.33%
$65.59
22.85% $80.58
1.33%
LPLA
+238.08%
+613,555
+2.32%
$327.14
3.62% $338.99
3.29%
HHH
+169.46%
+752,325
+0.64%
$74.08
5.62% $69.92
1.02%
MLM
+100.96%
+83,062
+0.46%
$478.13
13.27% $541.56
0.91%
CME
+79.40%
+765,773
+2.34%
$265.29
6.29% $281.99
5.30%
ARMK
+79.03%
+916,054
+0.36%
$34.52
11.24% $38.40
0.83%
LLY
+75.39%
+211,827
+2.02%
$825.91
9.02% $751.45
4.70%
AMZN
+75.32%
+1,813,724
+3.98%
$190.26
0.96% $192.08
9.27%
ICE
+50.20%
+368,112
+0.73%
$172.50
2.30% $176.47
2.19%
FCNCA
+21.71%
+22,257
+0.48%
$1,854.12
1.29% $1,830.22
2.67%
FLUT
+16.85%
+316,411
+0.81%
$221.55
8.86% $241.19
5.61%
GOOG
+12.59%
+186,203
+0.34%
$156.23
0.31% $155.75
3.00%
V
+11.14%
+96,117
+0.39%
$350.46
0.23% $351.27
3.88%
ACGL
+8.46%
+337,245
+0.37%
$96.18
1.68% $94.56
4.80%
FISV
+2.45%
+56,897
+0.14%
$220.83
48.27% $114.23
6.07%
IBKR
-0.77%
-14,204
-0.03%
$165.59
11.41% $184.49
3.50%
PGR
-1.71%
-48,324
-0.16%
$283.01
0.32% $283.92
9.07%
HDB
-2.11%
-24,018
-0.02%
$66.44
4.61% $69.50
0.86%
MA
-2.19%
-8,505
-0.05%
$548.12
3.47% $567.12
2.40%
CRH
-2.26%
-97,656
-0.10%
$87.97
6.79% $93.94
4.29%
META
-7.36%
-58,987
-0.39%
$576.36
3.76% $598.01
4.94%
IBN
-21.21%
-1,354,572
-0.49%
$31.52
2.57% $32.33
1.83%
MSFT
-24.43%
-429,476
-1.86%
$375.39
16.72% $438.17
5.75%
GE
-37.73%
-907,203
-2.10%
$200.15
7.16% $214.49
3.46%
CP
-41.14%
-2,911,090
-2.36%
$70.21
5.07% $73.77
3.37%
COF
-43.04%
-673,836
-1.39%
$179.30
5.69% $189.50
1.84%
ERJ
-100.00%
-3,634,426
-1.54%
$36.68
34.92% $49.49
0.00%
RNR
-100.00%
-1,294,662
-3.72%
$248.81
0.45% $249.93
0.00%
GEHCV
-100.00%
-4,572,382
-4.12%
$78.18
28.37% $56.00
0.00%
LAD
-100.00%
-316,845
-1.31%
$357.43
15.02% $303.75
0.00%
BKNG
-100.00%
-12,235
-0.70%
$4,968.42
3.96% $5,165.27
0.00%
32 of 1,608

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.