- Portfolio
- Activity
John Armitage Holdings Activity
Egerton Capital Portfolio 13F
Egerton Capital has disclosed a total of 38 changes to the portfolio in the latest (2024 Q4) SEC report(s): increased the number of shares of 6, bought 8 totally new, decreased the number of shares of 16 and completely sold out 8 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 (COF) CAPITAL ONE FINANCIAL CORP (new buy), (CME) CME GROUP INC (new buy), (LLY) ELI LILLY & CO (new buy), (LAD) LITHIA MOTORS INC (new buy) and (ICE) INTERCONTINENTAL EXCHANGE IN (new buy).
What does John Armitage invest in?
John Armitage's top 5 holdings (by % of portfolio) are (MSFT) MICROSOFT CORP (8.57%), (PGR) PROGRESSIVE CORP (7.83%), (AMZN) AMAZONCOM INC (6.11%), (CP) CANADIAN PACIFIC KANSAS CITY (5.92%) and (FLUT) FLUTTER ENTERTAINMENT PLC-DI (5.61%).
In the latest report(s) the following changes have been made to the top investments: (MSFT) MICROSOFT CORP (added shares +2.21%), (PGR) PROGRESSIVE CORP (added shares +0.12%), (AMZN) AMAZONCOM INC (reduced shares -21.51%), (CP) CANADIAN PACIFIC KANSAS CITY (reduced shares -9.92%) and (FLUT) FLUTTER ENTERTAINMENT PLC-DI (added shares +3.41%).
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.