- Portfolio
- Activity
John Armitage Holdings Activity
Egerton Capital Portfolio 13F
Egerton Capital has disclosed a total of 30 changes to the portfolio in the latest (2026 Q1) SEC report(s): increased the number of shares of 9, bought 7 totally new, decreased the number of shares of 8 and completely sold out 6 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 (GOOG) ALPHABET INC-CL C (added shares +220.7%), (LIN) LINDE PLC (new buy), (NVDA) NVIDIA CORP (new buy), (MCO) MOODY'S CORP (added shares +99.85%) and (DVN) DEVON ENERGY CORP (new buy).
What does John Armitage invest in?
John Armitage's top 5 holdings (by % of portfolio) are (V) VISA INC-CLASS A SHARES (13.79%), (GOOG) ALPHABET INC-CL C (11.01%), (MCO) MOODY'S CORP (7.48%), (LIN) LINDE PLC (5.88%) and (CRS) CARPENTER TECHNOLOGY (5.82%).
In the latest report(s) the following changes have been made to the top investments: (V) VISA INC-CLASS A SHARES (added shares +25.68%), (GOOG) ALPHABET INC-CL C (added shares +220.7%), (MCO) MOODY'S CORP (added shares +99.85%), (LIN) LINDE PLC (new buy) and (CRS) CARPENTER TECHNOLOGY (reduced shares -14.3%).
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.