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 |
|---|---|---|---|
Q1 2017Mar 31, 2017 | AMAT Applied Materials, Inc. | Buy - Position Entry | +11,642,608 |
Q1 2017Mar 31, 2017 | CMCSA Comcast Corporation | Buy | +10,003,433+87.3% |
Q1 2017Mar 31, 2017 | LUV Southwest Airlines Company | Buy | +2,638,743+39.0% |
Q1 2017Mar 31, 2017 | V Visa Inc. | Buy | +2,573,864+151.9% |
Q1 2017Mar 31, 2017 | ADBE Adobe Inc. | Buy - Position Entry | +1,611,207 |
Q1 2017Mar 31, 2017 | MS Morgan Stanley | Buy | +1,069,925+48.1% |
Q1 2017Mar 31, 2017 | MSFT Microsoft Corporation | Buy | +383,507+10.6% |
Q1 2017Mar 31, 2017 | STZ Constellation Brands, Inc. | Buy | +234,607+10.4% |
Q1 2017Mar 31, 2017 | MHK Mohawk Industries, Inc. | Buy | +42,925+3.1% |
Q1 2017Mar 31, 2017 | BXMT Blackstone Mortgage Trust, Inc. | Sell | -69,793-4.4% |
Q1 2017Mar 31, 2017 | SPGI S&P Global Inc. | Sell | -126,596-2.2% |
Q1 2017Mar 31, 2017 | META Meta Platforms, Inc. | Sell | -136,401-4.6% |
Q1 2017Mar 31, 2017 | MLM Martin Marietta Materials, Inc. | Sell | -300,946-39.6% |
Q1 2017Mar 31, 2017 | GOOG Alphabet Inc. | Sell | -395,122-54.0% |
Q1 2017Mar 31, 2017 | AAP Advance Auto Parts Inc. | Sell - Position Exit | -428,284-100.0% |
Q1 2017Mar 31, 2017 | ALB Albemarle Corporation | Sell | -539,495-31.5% |
Q1 2017Mar 31, 2017 | CHTR Charter Communications, Inc. | Sell | -555,431-13.9% |
Q1 2017Mar 31, 2017 | NVDA NVIDIA Corporation | Sell - Position Exit | -807,118-100.0% |
Q1 2017Mar 31, 2017 | JPM JP Morgan Chase & Co. | Sell | -854,543-20.1% |
Q1 2017Mar 31, 2017 | BAC Bank of America Corporation | Sell | -876,874-4.3% |
Q1 2017Mar 31, 2017 | SCHW Charles Schwab Corporation (The | Sell | -1,360,216-13.6% |
Q1 2017Mar 31, 2017 | MA Mastercard Incorporated | Sell | -1,567,643-39.1% |
Q1 2017Mar 31, 2017 | LBRDK Liberty Broadband Corporation | Sell - Position Exit | -1,670,658-100.0% |
Q1 2017Mar 31, 2017 | BPOP Popular, Inc. | Sell - Position Exit | -1,877,197-100.0% |
Q4 2016Dec 31, 2016 | BAC Bank of America Corporation | Buy - Position Entry | +20,364,278 |
Q4 2016Dec 31, 2016 | MS Morgan Stanley | Buy - Position Entry | +2,225,381 |
Q4 2016Dec 31, 2016 | MA Mastercard Incorporated | Buy | +931,511+30.2% |
Q4 2016Dec 31, 2016 | SPGI S&P Global Inc. | Buy | +743,971+14.9% |
Q4 2016Dec 31, 2016 | SCHW Charles Schwab Corporation (The | Buy | +652,244+7.0% |
Q4 2016Dec 31, 2016 | AAP Advance Auto Parts Inc. | Buy - Position Entry | +428,284 |