- Portfolio
- Activity
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%).
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.