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 2015Mar 31, 2015 | WFC Wells Fargo & Company | Sell | -511,986-9.2% |
Q1 2015Mar 31, 2015 | MCK McKesson Corporation | Sell - Position Exit | -635,286-100.0% |
Q1 2015Mar 31, 2015 | JPM JP Morgan Chase & Co. | Sell | -648,886-14.9% |
Q1 2015Mar 31, 2015 | SLB Schlumberger N.V. | Sell | -841,864-50.3% |
Q1 2015Mar 31, 2015 | GRMN Garmin | Sell - Position Exit | -879,104-100.0% |
Q1 2015Mar 31, 2015 | PKG Packaging Corporation of Americ | Sell - Position Exit | -998,199-100.0% |
Q1 2015Mar 31, 2015 | HD Home Depot, Inc. (The) | Sell | -1,157,342-33.0% |
Q1 2015Mar 31, 2015 | DVA DaVita Inc. | Sell | -1,251,984-31.5% |
Q1 2015Mar 31, 2015 | NKE Nike, Inc. | Sell - Position Exit | -1,404,753-100.0% |
Q1 2015Mar 31, 2015 | MA Mastercard Incorporated | Sell | -2,188,564-34.4% |
Q1 2015Mar 31, 2015 | AAL American Airlines Group, Inc. | Sell - Position Exit | -2,492,057-100.0% |
Q1 2015Mar 31, 2015 | ABBV AbbVie Inc. | Sell - Position Exit | -3,899,611-100.0% |
Q1 2015Mar 31, 2015 | ALLY Ally Financial Inc. | Sell - Position Exit | -3,971,516-100.0% |
Q1 2015Mar 31, 2015 | CMCSA Comcast Corporation | Sell - Position Exit | -5,646,429-100.0% |
Q4 2014Dec 31, 2014 | LUV Southwest Airlines Company | Buy - Position Entry | +14,802,678 |
Q4 2014Dec 31, 2014 | JPM JP Morgan Chase & Co. | Buy - Position Entry | +4,353,431 |
Q4 2014Dec 31, 2014 | ALLY Ally Financial Inc. | Buy - Position Entry | +3,971,516 |
Q4 2014Dec 31, 2014 | ABBV AbbVie Inc. | Buy - Position Entry | +3,899,611 |
Q4 2014Dec 31, 2014 | AAPL Apple Inc. | Buy | +2,560,886+244.0% |
Q4 2014Dec 31, 2014 | MA Mastercard Incorporated | Buy | +1,341,787+26.7% |
Q4 2014Dec 31, 2014 | HD Home Depot, Inc. (The) | Buy | +1,304,347+59.3% |
Q4 2014Dec 31, 2014 | BRX Brixmor Property Group Inc. | Buy - Position Entry | +1,069,436 |
Q4 2014Dec 31, 2014 | CNI Canadian National Railway Compa | Buy | +845,519+17.3% |
Q4 2014Dec 31, 2014 | WBA Walgreens Boots Alliance, Inc. | Buy - Position Entry | +711,438 |
Q4 2014Dec 31, 2014 | BIDU Baidu, Inc. | Buy | +595,660+57.4% |
Q4 2014Dec 31, 2014 | CF CF Industries Holdings, Inc. | Buy - Position Entry | +460,129 |
Q4 2014Dec 31, 2014 | HDB HDFC Bank Limited | Buy - Position Entry | +433,742 |
Q4 2014Dec 31, 2014 | PKG Packaging Corporation of Americ | Sell | -16,631-1.6% |
Q4 2014Dec 31, 2014 | BXMT Blackstone Mortgage Trust, Inc. | Sell | -18,456-1.6% |
Q4 2014Dec 31, 2014 | FI Fiserv, Inc. | Sell | -65,414-2.4% |