- Portfolio
- Activity
John Armitage Holdings Activity
Egerton Capital Portfolio 13F
Egerton Capital has disclosed a total of 31 changes to the portfolio in the latest (2025 Q2) SEC report(s): increased the number of shares of 10, bought 4 totally new, decreased the number of shares of 11 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 (FERG) FERGUSON ENTERPRISES INC (new buy), (V) VISA INC-CLASS A SHARES (added shares +99.2%), (COF) CAPITAL ONE FINANCIAL CORP (added shares +161.72%), (STX) SEAGATE TECHNOLOGY HOLDINGS (new buy) and (MSFT) MICROSOFT CORP (added shares +38.8%).
What does John Armitage invest in?
John Armitage's top 5 holdings (by % of portfolio) are (MSFT) MICROSOFT CORP (9.41%), (AMZN) AMAZONCOM INC (7.51%), (PGR) PROGRESSIVE CORP (7.22%), (V) VISA INC-CLASS A SHARES (6.96%) and (CRS) CARPENTER TECHNOLOGY (5.41%).
In the latest report(s) the following changes have been made to the top investments: (MSFT) MICROSOFT CORP (added shares +38.8%), (AMZN) AMAZONCOM INC (reduced shares -20.95%), (PGR) PROGRESSIVE CORP (reduced shares -5.07%), (V) VISA INC-CLASS A SHARES (added shares +99.2%) and (CRS) CARPENTER TECHNOLOGY (added shares +4.9%).
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.