John Armitage
Egerton Capital
Egerton Capital Portfolio 13F
John Armitage Holdings Activity
- Portfolio value:
- $9.48B≈ (-$266M≈)
- Previous value:
- $9.75B≈
- # of changes:
- 28
- New positions:
- 3
- Reported for:
- 30 Sep 2025 (Q3)
- Latest filing date:
- 12 Nov 2025
Egerton Capital has disclosed a total of 28 changes to the portfolio in the (2025 Q3) SEC report(s): increased the number of shares of 7, bought 3 totally new, decreased the number of shares of 14 and completely sold out 4 position(s).
What stocks did John Armitage buy in 2025 Q3?
During 2025 Q3 John Armitage has bought 10 securities out of which top 5 purchases (by % change to portfolio) were (AMZN) Amazon.com Inc (added shares +21.45%), (V) Visa Inc, CL-A (added shares +24.76%), (FERG) Ferguson Plc (added shares +16.43%), (BSX) Boston Scientific Corp (added shares +223.74%) and (APH) Amphenol Corp (added shares +20.67%).
In the 2025 Q3 report(s) the following changes have been made to the top investments: (MSFT) Microsoft Corp (reduced shares -1.80%), (AMZN) Amazon.com Inc (added shares +21.45%), (V) Visa Inc, CL-A (added shares +24.76%), (PGR) Progressive Corp (reduced shares -1.87%) and (FERG) Ferguson Plc (added shares +16.43%).
28 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Embraer S.A
|
new
|
+2,117,012
|
2,117,012
|
+1.35%
|
$60.45
|
+7.10%($64.74)
|
1.35%
|
2025 Q3
|
≈ 0.25 years
|
|
|
|
Lamar Advertising Company
|
new
|
+723,857
|
723,857
|
+0.93%
|
$122.42
|
+32.99%($162.81)
|
0.93%
|
2025 Q3
|
≈ 0.25 years
|
|
|
|
TransUnion
|
new
|
+1,465,050
|
1,465,050
|
+1.29%
|
$83.78
|
-5.30%($79.34)
|
1.29%
|
2025 Q3
|
≈ 0.25 years
|
|
|
|
Boston Scientific Corp
|
+223.74%
|
+3,671,548
|
5,312,504
|
+3.78%
|
$97.63
|
-55.01%($43.92)
|
5.47%
|
2025 Q2
|
≈ 0.50 years
|
|
|
|
Visa Inc, CL-A
|
+24.76%
|
+473,058
|
2,383,373
|
+1.7%
|
$341.38
|
+4.85%($357.94)
|
8.58%
|
2020 Q3
|
≈ 5.25 years
|
|
|
|
Amazon.com Inc
|
+21.45%
|
+715,864
|
4,053,249
|
+1.66%
|
$219.57
|
+12.99%($248.10)
|
9.39%
|
2023 Q3
|
≈ 2.25 years
|
|
|
|
Amphenol Corp
|
+20.67%
|
+654,949
|
3,823,422
|
+0.85%
|
$123.75
|
+23.78%($153.18)
|
4.99%
|
2025 Q1
|
≈ 0.75 years
|
|
|
|
Ferguson Plc
|
+16.43%
|
+366,898
|
2,600,224
|
+0.87%
|
$224.58
|
+3.79%($233.09)
|
6.16%
|
2025 Q2
|
≈ 0.50 years
|
|
|
|
Aramark Holdings
|
+13.24%
|
+374,656
|
3,204,201
|
+0.15%
|
$38.40
|
+48.23%($56.92)
|
1.30%
|
2024 Q3
|
≈ 1.25 years
|
|
|
|
Mastercard Inc
|
+9.55%
|
+40,109
|
460,155
|
+0.24%
|
$568.81
|
-4.82%($541.37)
|
2.76%
|
2014 Q2
|
≈ 11.50 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.