John Armitage - Egerton Capital UK Portfolio Performance Analysis (Q1 2026)
Investment performance metrics based on historical 13F filings data.
Data Coverage: September 2013 to March 2026 • Initial Portfolio Value: $0.00B
Performance calculated from first filing in our database. This may not represent the investor's entire career.
Portfolio Growth (Since First Filing)
+8.72B
+9,999%+
Winning Positions
+54.44%
98 wins / 180 positions
Average Gain (Winners)
$150.75M
+9,999%+ avg per position
Active Positions
22
51 losing positions
Portfolio Value Over Time
Total Positions Tracked
180
All holdings over time
Win/Loss Ratio
1.92
98 gains / 51 losses
Active vs. Exited
22 / 158
Current positions / Exited
Position Performance
Performance calculated from first appearance in 13F filings. Initial values represent position value when first tracked, not actual purchase prices.
| Symbol | Company | Sector | Entry | Status | Initial Value | Current Value | Gain/Loss | Return % |
|---|---|---|---|---|---|---|---|---|
| V | Visa Inc. | Financial Services | Sep 2013 | ACTIVE | $196.72K | $1.24B | $1.24B | +9,999%+ |
| GOOG | Alphabet Inc. | Communication Services | Mar 2016 | ACTIVE | $482.91K | $992.43M | $991.95M | +9,999%+ |
| MSFT | Microsoft Corporation | Technology | Sep 2015 | EXITED | $247.36K | $937.90M | $937.65M | +9,999%+ |
| SCHW | Charles Schwab Corporation (The | Financial Services | Jun 2015 | EXITED | $70.01K | $790.83M | $790.76M | +9,999%+ |
| MCO | Moody's Corporation | Financial Services | Sep 2013 | ACTIVE | $261.57K | $674.30M | $674.04M | +9,999%+ |
| PGR | Progressive Corporation (The) | Financial Services | Mar 2020 | EXITED | $110.32K | $639.26M | $639.15M | +9,999%+ |
| FI | Fiserv, Inc. | Technology | Sep 2013 | EXITED | $225.46K | $525.91M | $525.68M | +9,999%+ |
| AMZN | Amazon.com, Inc. | Consumer Cyclical | Sep 2019 | ACTIVE | $264.52K | $492.21M | $491.95M | +9,999%+ |
| LIN | Linde | N/A | Mar 2023 | ACTIVE | $42.39M | $529.66M | $487.27M | +1149.54% |
| VMC | Vulcan Materials Company (Holdi | Basic Materials | Dec 2018 | ACTIVE | $288.03K | $481.76M | $481.47M | +9,999%+ |
Important Note: Data Limitations
These metrics are based on 13F filing data which has significant limitations:
- Quarterly Snapshots Only: 13F filings show positions at quarter-end, not actual transaction prices
- No Transaction Prices: We cannot determine actual buy/sell prices, only end-of-quarter values
- Performance Estimates: Gains/losses are calculated from first appearance to last update using quarterly values
- Missing Data: Intra-quarter trades, dividends, corporate actions, and exact timing are not captured
- Educational Only: These metrics are estimates for understanding general investment patterns, not actual realized returns
Use these metrics for informational and educational purposes only. They represent broad trends, not precise investment performance.