John Armitage - Egerton Capital UK 13F Activity & Position Changes (Q3 2013)

As of Sep 30, 2013, the Egerton Capital UK portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 13, 2026. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.

During Q3 2013, the filing reported:

Increases - None reported
Reductions - None reported
Complete Exits - None reported

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date Symbol Type Change Qty
Q3 2013
AIG
American International Group, I
 Buy - Position Entry
+4,776,736
Q3 2013
AN
AutoNation, Inc.
 Buy - Position Entry
+815,542
Q3 2013
AXP
American Express Company
 Buy - Position Entry
+6,781,447
Q3 2013
BXMT
Blackstone Mortgage Trust, Inc.
 Buy - Position Entry
+436,624
Q3 2013
C
Citigroup, Inc.
 Buy - Position Entry
+5,543,479
Q3 2013
CMCSA
Comcast Corporation
 Buy - Position Entry
+7,081,201
Q3 2013
CTSH
Cognizant Technology Solutions
Buy - Position Entry
+685,500
Q3 2013
DAL
Delta Air Lines, Inc.
 Buy - Position Entry
+9,420,150
Q3 2013
DIS
Walt Disney Company (The)
 Buy - Position Entry
+5,553,011
Q3 2013
FI
Fiserv, Inc.
 Buy - Position Entry
+2,231,130
Q3 2013
FRCB
First Republic Bank (San Franci
 Buy - Position Entry
+1,781,056
Q3 2013
GRMN
Garmin
 Buy - Position Entry
+2,558,400
Q3 2013
MA
Mastercard Incorporated
 Buy - Position Entry
+220,670
Q3 2013
MCO
Moody's Corporation
 Buy - Position Entry
+3,719,167
Q3 2013
NKE
Nike, Inc.
 Buy - Position Entry
+3,086,505
Q3 2013
QCOM
QUALCOMM Incorporated
 Buy - Position Entry
+3,891,601
Q3 2013
URI
United Rentals, Inc.
 Buy - Position Entry
+870,058
Q3 2013
V
Visa Inc.
 Buy - Position Entry
+1,029,428
Q3 2013
WFC
Wells Fargo & Company
 Buy - Position Entry
+4,686,146