As of Q1 2026, this manager reported 24 long-equity positions worth $9.01B in aggregate.
As of Q1 2026, John Armitage's Egerton Capital held 24 long-equity positions with a reported value of $9.01B.
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These are the positions the manager opened or added to this quarter, showing where they put more money to work. The quarter shown is Q1 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| GOOG | ALPHABET INC | Add +220.7% | 11.01% | 3,459,649 | $992.43M | $286.86 | $271.54 - $350.15(19%)$315.32 -> $286.86 |
| MCO | MOODYS CORP | Add +99.8% | 7.48% | 1,545,670 | $674.3M | $436.25 | $402.28 - $546.88(23%)$498.98 -> $436.25 |
| VMC | VULCAN MATLS CO | Add +84.3% | 5.35% | 1,769,216 | $481.76M | $272.30 | $252.35 - $331.09(25%)$292.65 -> $272.30 |
| UBER | UBER TECHNOLOGIES INC | Add +73.5% | 3.71% | 4,652,363 | $334.64M | $71.93 | $68.46 - $88.24(18%)$82.86 -> $71.93 |
| LAMR | LAMAR ADVERTISING CO | Add +50.8% | 1.53% | 1,088,744 | $137.9M | $126.66 | $122.31 - $139.76(25%)$124.12 -> $126.66 |
| V | VISA INC | Add +25.7% | 13.79% | 4,110,970 | $1.24B | $302.24 | $294.32 - $358.62(12%)$346.48 -> $302.24 |
| CRHCF | CRH PLC | Add +22.0% | 3.22% | 2,759,331 | $290.06M | — | - |
| LIN | LINDE PLC | New | 5.88% | 1,068,371 | $529.66M | $495.76 | $422.08 - $510.65(83%)$429.11 -> $495.76 |
| NVDA | NVIDIA CORPORATION | New | 5.18% | 2,675,018 | $466.52M | $174.40 | $164.27 - $197.63(30%)$188.85 -> $174.40 |
| DVN | DEVON ENERGY CORP NEW | New | 3.64% | 6,525,140 | $328.35M | $50.32 | $34.23 - $52.71(87%)$37.87 -> $50.32 |
| CNQ | CANADIAN NAT RES LTD MED TER | New | 3.07% | 5,690,211 | $277.06M | $48.69 | $30.13 - $51.34(88%)$34.32 -> $48.73 |
| MDLN | MEDLINE INC | New | 2.16% | 4,365,802 | $194.28M | $44.50 | $38.50 - $50.88(48%)$40.62 -> $44.50 |
| ACGL | ARCH CAP GROUP LTD | New | 1.19% | 1,116,922 | $107.21M | $95.99 | $89.94 - $103.39(45%)$93.86 -> $95.99 |
| AWI | ARMSTRONG WORLD INDS INC NEW | New | 0.82% | 448,036 | $73.84M | $164.80 | $159.00 - $206.05(12%)$196.85 -> $164.80 |
| MA | MASTERCARD INCORPORATED | Add +0.3% | 2.55% | 459,652 | $229.67M | $499.66 | $480.50 - $589.67(18%)$563.13 -> $499.66 |
| CME | CME GROUP INC | Add +0.3% | 3.88% | 1,182,907 | $349.37M | $295.35 | $262.19 - $329.16(50%)$269.68 -> $295.35 |