John Armitage - Egerton Capital UK Portfolio (Q1 2026)

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Egerton Capital UK, John Armitage, has built a diversified portfolio of 22 publicly traded holdings with a total market value of $9.0B as of Mar 31, 2026. This comprehensive analysis examines the latest 13F filing data to understand the investment strategy and recent portfolio adjustments.

The portfolio demonstrates a concentrated approach to stock selection, with the top holding representing 13.8% of the total portfolio value. The top 5 holdings account for 44.0% of the overall portfolio allocation.

Recent portfolio activity shows 10 significant position adjustments, indicating active portfolio management and strategic repositioning. These changes reflect the investor's response to market conditions and evolving investment thesis.

Portfolio Statistics

22
Total Holdings
$9.0B
Portfolio Value
Mar 31, 2026
Latest Filing
13.8%
Largest Position

Top Holdings Analysis

The portfolio's top holdings reveal the investor's core investment thesis and sector preferences. The largest position in VISA INC (V) represents 13.8% of the total portfolio, valued at $1.2B.

Rank Symbol Company Value Portfolio % Change
1 V VISA INC $1.2B 13.8% +72.5%
2 GOOG ALPHABET INC $992.4M 11.0% +258.4%
3 MCO MOODYS CORP $674.3M 7.5% -2.6%
4 LIN LINDE PLC $529.7M 5.9% +795.9%
5 CRS CARPENTER TECHNOLOGY CORP $524.6M 5.8% -3.2%

For a complete analysis of all holdings and detailed portfolio breakdown by sector and market cap, visit our comprehensive holdings page.

Recent Portfolio Activity

Recent portfolio adjustments provide insights into the investor's evolving strategy and market outlook. The following table shows the top 10 most significant position changes from recent reporting periods (out of 200 total transactions), sorted by the magnitude of change.

For a complete history of all portfolio transactions and detailed activity analysis, visit our comprehensive activity page.

Symbol Company Quantity Change Date Action
DVN Devon Energy Corporation +6,525,140 Mar 31, 2026 BUY
CNQ Canadian Natural Resources Limi +5,690,211 Mar 31, 2026 BUY
BSX Boston Scientific Corporation -5,312,504 Mar 31, 2026 SELL
UBER Uber Technologies, Inc. +4,652,363 Mar 31, 2026 BUY
GOOG Alphabet Inc. +3,459,649 Mar 31, 2026 BUY
ARMK Aramark -3,204,201 Mar 31, 2026 SELL
NVDA NVIDIA Corporation +2,675,018 Mar 31, 2026 BUY
PGR Progressive Corporation (The) -2,588,638 Mar 31, 2026 SELL
G0450A105 Arch Capital -2,390,960 Mar 31, 2026 SELL
COF Capital One Financial Corporati -2,077,839 Mar 31, 2026 SELL

Investment Strategy Insights

Egerton Capital UK's investment approach can be analyzed through several key metrics. The portfolio's concentration in top holdings suggests a high-conviction investment strategy, with significant positions in companies that align with the investor's long-term thesis.

The largest position in VISA INC (V) demonstrates strong conviction in this particular investment opportunity. Recent activity shows a increase of 72.5% in this position, indicating active portfolio management and strategic positioning.

Portfolio turnover can be assessed through recent activity patterns. The 10 most significant transactions shown here (out of 200 total transactions) suggest a highly active approach to portfolio management, with frequent strategic adjustments and position changes.

Additional Analysis

Complete Holdings

View all 22 holdings with detailed analysis

Trading Activity

Track all portfolio transactions and position changes

Performance Metrics

Analyze profit, winning trades, and investment returns

Sector Allocation

Analyze portfolio breakdown by sector and industry

Egerton Capital UK's portfolio as of Mar 31, 2026 reflects a strategic approach to equity investing with 22 holdings valued at $9.0B. The concentrated position in VISA INC and other top holdings demonstrates the investor's confidence in specific investment themes and long-term value creation opportunities. Recent activity indicates ongoing portfolio optimization and strategic repositioning.

For the most current portfolio data and detailed analysis, refer to the latest SEC 13F filings and our comprehensive holdings and activity pages, which are updated regularly with the latest filing information.

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