John Armitage
Egerton Capital
Egerton Capital Portfolio 13F
John Armitage Holdings Activity
- Portfolio value:
- $5.47B≈
- # of changes:
- 27
- New positions:
- 27
- Reported for:
- 30 Sep 2013 (Q3)
- Latest filing date:
- 12 Nov 2013
Egerton Capital has disclosed a total of 27 changes to the portfolio in the (2013 Q3) SEC report(s): bought 27 totally new position(s).
What stocks did John Armitage buy in 2013 Q3?
During 2013 Q3 John Armitage has bought 27 securities out of which top 5 purchases (by % change to portfolio) were (FOXA) Fox Corp, CL-A (new buy), (AXP) American Express Company (new buy), (DIS) Walt Disney Company (new buy), (CMCSA) Comcast Corp (new buy) and (BKNG) Booking Holdings Inc (new buy).
27 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
American Express Company
|
new
|
$75.52
|
+343.78%($335.14)
|
9.36%
|
2013 Q3
|
≈ 0.25 years
|
||||
|
|
American International Group Inc
|
new
|
$48.63
|
+63.19%($79.36)
|
4.24%
|
2013 Q3
|
≈ 0.25 years
|
||||
|
|
Aon PLC
|
new
|
$74.44
|
+394.02%($367.75)
|
0.57%
|
2013 Q3
|
≈ 0.25 years
|
||||
|
|
AutoNation Inc
|
new
|
$52.17
|
+307.30%($212.49)
|
0.78%
|
2013 Q3
|
≈ 0.25 years
|
||||
|
|
Blackstone Mortgage Trust Inc
|
new
|
$25.19
|
-33.92%($16.64)
|
0.20%
|
2013 Q3
|
≈ 0.25 years
|
||||
|
|
Charter Communications Inc
|
new
|
$149.58
|
-11.94%($131.72)
|
2.43%
|
2013 Q3
|
≈ 0.25 years
|
||||
|
|
Citigroup Inc
|
new
|
$48.51
|
+171.22%($131.57)
|
4.91%
|
2013 Q3
|
≈ 0.25 years
|
||||
|
|
Cognizant Technology Solutions Corp, CL-A
|
new
|
$41.06
|
+16.29%($47.75)
|
1.03%
|
2013 Q3
|
≈ 0.25 years
|
||||
|
|
Comcast Corp
|
new
|
$22.56
|
+2.66%($23.16)
|
5.84%
|
2013 Q3
|
≈ 0.25 years
|
||||
|
|
Delta Air Lines Inc
|
new
|
$23.59
|
+267.02%($86.58)
|
4.06%
|
2013 Q3
|
≈ 0.25 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.