John Armitage - Egerton Capital

History Stock Activity Share change % change to portfolio ▼
Q3  2024
≡ PGR - Progressive Corp. Add 83.21% 1,282,516 3.28
≡ FLUT - Flutter Entertainment Plc Add 74.36% 774,266 1.86
≡ ERJ - Embraer SA Buy 3,707,524 1.32
≡ UBER - Uber Technologies Inc. Add 89.40% 1,595,839 1.21
≡ MLM - Martin Marietta Buy 204,674 1.11
≡ MA - Mastercard Inc. Add 50.20% 212,131 1.06
≡ MSFT - Microsoft Corp. Add 15.48% 230,587 1.00
≡ VRTX - Vertex Pharmaceuticals Buy 124,045 0.58
≡ AAPL - Apple Inc. Buy 201,738 0.47
≡ ARMK - Aramark Buy 1,182,142 0.46
≡ CRH - CRH plc Add 12.06% 475,305 0.44
≡ CB - Chubb Limited Buy 148,764 0.43
≡ IBKR - Interactive Brokers Group Inc. Add 7.95% 249,143 0.35
≡ RNR - RenaissanceRe Holdings Ltd. Add 1.85% 34,486 0.09
≡ GOOG - Alphabet Inc. CL C Add 0.71% 23,111 0.04
Q2  2024
≡ PGR - Progressive Corp. Buy 1,541,378 3.23
≡ FLUT - Flutter Entertainment Plc Buy 1,041,284 1.92
≡ FSLR - First Solar Inc. Buy 709,838 1.62
≡ GOOG - Alphabet Inc. CL C Add 30.13% 750,358 1.39
≡ GEV - Ge Vernova Inc Buy 784,508 1.36
≡ UBER - Uber Technologies Inc. Buy 1,785,119 1.31
≡ BKNG - Booking Holdings Inc. Add 37.50% 30,306 1.21
≡ SN - Sharkninja Inc Buy 657,047 0.50
≡ MSFT - Microsoft Corp. Add 7.38% 102,398 0.46
≡ IBKR - Interactive Brokers Group Inc. Add 10.97% 309,673 0.38
≡ MA - Mastercard Inc. Add 12.36% 46,480 0.21
≡ RNR - RenaissanceRe Holdings Ltd. Add 0.06% 1,102 0.00
Q1  2024
≡ GEHC - GE HealthCare Technologies Inc. Add 149.02% 5,210,342 4.58
≡ IBKR - Interactive Brokers Group Inc. Buy 2,823,697 3.05
≡ APG - APi Group Corp. Buy 4,079,597 1.55
≡ SQ - Block Inc. Buy 1,900,407 1.55
≡ ACGL - Arch Capital Group Ltd. Add 70.28% 1,403,616 1.25
≡ CNI - Canadian Natl Railway Co. Add 13.15% 697,980 0.89
≡ CRH - CRH plc Add 24.82% 842,172 0.70
≡ AMZN - Amazon.com Inc. Add 7.38% 342,982 0.60
≡ RNR - RenaissanceRe Holdings Ltd. Add 13.24% 217,284 0.49
Q4  2023
≡ AMZN - Amazon.com Inc. Add 826.28% 4,147,308 6.82
≡ GEHC - GE HealthCare Technologies Inc. Buy 3,496,512 2.93
≡ CRH - CRH plc Buy 3,393,265 2.54
≡ MSFT - Microsoft Corp. Add 32.29% 420,057 1.71
≡ HLT - Hilton Worldwide Holdings Add 103.53% 662,464 1.31
≡ IBN - ICICI Bank Ltd. Add 44.21% 3,776,723 0.97
≡ V - Visa Inc. Add 9.73% 325,306 0.92
≡ GE - GE Aerospace Add 12.24% 469,294 0.65
≡ RNR - RenaissanceRe Holdings Ltd. Add 16.74% 235,337 0.50
≡ ACGL - Arch Capital Group Ltd. Add 33.26% 498,483 0.40
≡ CNI - Canadian Natl Railway Co. Add 2.68% 138,589 0.19
≡ SHEL - Shell plc Add 20.61% 200,505 0.14
≡ HDB - HDFC Bank Ltd. Add 0.36% 10,073 0.01
Q3  2023
≡ CVE - Cenovus Energy Inc. Add 45.32% 6,981,420 1.69
≡ META - Meta Platforms Inc. Add 22.36% 413,823 1.44
≡ ACGL - Arch Capital Group Ltd. Buy 1,498,795 1.39
≡ GOOG - Alphabet Inc. CL C Add 21.48% 809,261 1.24
≡ HLT - Hilton Worldwide Holdings Buy 639,907 1.12
≡ SLB - Schlumberger Ltd. Add 14.23% 1,225,371 0.83
≡ AMZN - Amazon.com Inc. Buy 501,926 0.74
≡ SHEL - Shell plc Buy 972,755 0.73
≡ FI - Fiserv Inc. Add 4.69% 158,524 0.21
≡ RNR - RenaissanceRe Holdings Ltd. Add 5.92% 78,606 0.18
≡ FCNCA - First Citizens Bancshares Add 3.04% 10,020 0.16
≡ GE - GE Aerospace Add 0.52% 19,829 0.03
Q2  2023
≡ GE - GE Aerospace Buy 3,813,847 4.32
≡ TMO - Thermo Fisher Scientific Add 426.91% 455,728 2.45
≡ BKNG - Booking Holdings Inc. Add 75.32% 54,638 1.52
≡ RNR - RenaissanceRe Holdings Ltd. Add 113.05% 704,445 1.35
≡ MA - Mastercard Inc. Add 31.74% 317,151 1.29
≡ HDB - HDFC Bank Ltd. Add 64.44% 1,512,566 1.09
≡ GOOG - Alphabet Inc. CL C Add 30.28% 875,714 1.09
≡ MSFT - Microsoft Corp. Add 20.88% 277,223 0.97
≡ KLAC - KLA Corp. Buy 191,191 0.96
≡ IBN - ICICI Bank Ltd. Add 16.27% 1,243,632 0.30
≡ META - Meta Platforms Inc. Add 5.41% 95,015 0.28
Q1  2023
≡ FI - Fiserv Inc. Buy 3,499,199 4.27
≡ META - Meta Platforms Inc. Buy 1,755,537 4.02
≡ HDB - HDFC Bank Ltd. Buy 2,347,386 1.69
≡ RNR - RenaissanceRe Holdings Ltd. Buy 623,152 1.35
≡ V - Visa Inc. Add 10.61% 401,354 0.98
≡ TMO - Thermo Fisher Scientific Buy 106,751 0.66
≡ LIN - Linde plc Buy 119,255 0.46
≡ AMAT - Applied Materials Add 10.21% 252,285 0.33
Q4  2022
≡ SLB - Schlumberger Ltd. Buy 11,013,635 5.07
≡ IBN - ICICI Bank Ltd. Buy 10,214,980 1.92
≡ EG - Everest Group Ltd Buy 449,301 1.28
≡ V - Visa Inc. Add 2.59% 95,633 0.17
≡ BKNG - Booking Holdings Inc. Add 3.59% 7,507 0.13
≡ LPLA - LPL Financial Holdings Inc. Add 1.13% 13,720 0.03
Q3  2022
≡ AMZN - Amazon.com Inc. Buy 2,787,947 2.45
≡ CVE - Cenovus Energy Inc. Add 59.43% 10,897,650 1.30
≡ BKNG - Booking Holdings Inc. Add 91.68% 100,111 1.28
≡ AMAT - Applied Materials Add 19.49% 956,360 0.61
≡ TECK - Teck Resources Add 16.32% 1,681,675 0.40
≡ LPLA - LPL Financial Holdings Inc. Add 9.29% 103,214 0.18
Q2  2022
≡ MA - Mastercard Inc. Add 181.50% 1,550,025 3.30
≡ TSM - Taiwan Semiconductor S.A. Buy 4,766,302 2.63
≡ CVE - Cenovus Energy Inc. Buy 18,335,980 2.35
≡ CNI - Canadian Natl Railway Co. Add 25.93% 2,434,495 1.85
≡ AMAT - Applied Materials Add 145.23% 2,906,043 1.78
≡ TECK - Teck Resources Add 274.27% 7,549,057 1.56
≡ BKNG - Booking Holdings Inc. Buy 109,200 1.29
≡ MSFT - Microsoft Corp. Add 11.90% 573,278 0.99