John Armitage – Egerton Capital UK Portfolio Activity & Recent Trades (Jun 30, 2025)
As of Jun 30, 2025, the Egerton Capital UK portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 12, 2025. 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 Q2 2025, the filing reported:
New Buys – Ferguson Enterprises Inc. (FERG), Seagate Technology (STX), Boston Scientific Corporation (BSX), Builders FirstSource, Inc. (BLDR)
Increases – Interactive Brokers Group, Inc. (IBKR), Capital One Financial Corporati (COF), Amphenol Corporation (APH), Visa Inc. (V), Aramark (ARMK), and 5 more
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
Egerton Capital UK Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q2 2019Jun 30, 2019 | KKR KKR & Co. Inc. | Sell | -202,470-2.2% |
Q2 2019Jun 30, 2019 | GOOG Alphabet Inc. | Sell | -387,136-61.0% |
Q2 2019Jun 30, 2019 | UNH UnitedHealth Group Incorporated | Sell | -412,866-68.0% |
Q2 2019Jun 30, 2019 | ADBE Adobe Inc. | Sell | -578,695-21.8% |
Q2 2019Jun 30, 2019 | ELV Elevance Health, Inc. | Sell - Position Exit | -694,185-100.0% |
Q2 2019Jun 30, 2019 | MA Mastercard Incorporated | Sell | -869,451-35.5% |
Q2 2019Jun 30, 2019 | BA Boeing Company (The) | Sell - Position Exit | -911,396-100.0% |
Q2 2019Jun 30, 2019 | SNPS Synopsys, Inc. | Sell | -1,234,454-56.1% |
Q2 2019Jun 30, 2019 | AXP American Express Company | Sell | -1,307,721-14.0% |
Q2 2019Jun 30, 2019 | UNP Union Pacific Corporation | Sell | -1,722,061-22.3% |
Q2 2019Jun 30, 2019 | FI Fiserv, Inc. | Sell | -2,469,277-38.4% |
Q2 2019Jun 30, 2019 | TRU TransUnion | Sell - Position Exit | -2,905,092-100.0% |
Q2 2019Jun 30, 2019 | MSFT Microsoft Corporation | Sell | -3,496,409-35.6% |
Q2 2019Jun 30, 2019 | CSX CSX Corporation | Sell | -5,505,522-45.3% |
Q2 2019Jun 30, 2019 | FOXA Fox Corporation | Sell | -8,188,710-59.1% |
Q1 2019Mar 31, 2019 | FOXA Fox Corporation | Buy - Position Entry | +13,861,101 |
Q1 2019Mar 31, 2019 | FI Fiserv, Inc. | Buy - Position Entry | +6,435,439 |
Q1 2019Mar 31, 2019 | TS Tenaris S.A. | Buy | +5,283,574+70.2% |
Q1 2019Mar 31, 2019 | WYNN Wynn Resorts, Limited | Buy | +1,539,927+201.7% |
Q1 2019Mar 31, 2019 | AXP American Express Company | Buy | +1,452,890+18.4% |
Q1 2019Mar 31, 2019 | VMC Vulcan Materials Company (Holdi | Buy | +1,320,882+45.3% |
Q1 2019Mar 31, 2019 | SNPS Synopsys, Inc. | Buy | +1,291,643+142.3% |
Q1 2019Mar 31, 2019 | MSFT Microsoft Corporation | Buy | +998,835+11.3% |
Q1 2019Mar 31, 2019 | BA Boeing Company (The) | Buy - Position Entry | +911,396 |
Q1 2019Mar 31, 2019 | MLM Martin Marietta Materials, Inc. | Buy | +636,338+40.6% |
Q1 2019Mar 31, 2019 | ADBE Adobe Inc. | Buy | +524,827+24.6% |
Q1 2019Mar 31, 2019 | ADSK Autodesk, Inc. | Buy | +519,100+30.4% |
Q1 2019Mar 31, 2019 | CHTR Charter Communications, Inc. | Buy | +502,358+21.4% |
Q1 2019Mar 31, 2019 | ELV Elevance Health, Inc. | Buy | +443,428+176.8% |
Q1 2019Mar 31, 2019 | BABA Alibaba Group Holding Limited | Buy | +367,487+15.7% |