John Armitage - Egerton Capital
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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Sells
These are the positions the manager reduced or sold out of this quarter, showing where they pulled money back. The quarter shown is Q1 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | Reduce -59.9% | 5.46% | 2,363,334 | $492.21M | $208.27 | $196.00 - $248.94(23%)$226.50 -> $208.27 |
| FERG | FERGUSON ENTERPRISES INC | Reduce -37.1% | 1.64% | 634,258 | $147.95M | $233.26 | $214.51 - $271.64(33%)$225.02 -> $233.26 |
| RNR | RENAISSANCERE HLDGS LTD | Reduce -35.3% | 1.05% | 317,308 | $94.31M | $297.23 | $268.46 - $315.88(61%)$272.24 -> $297.23 |
| NYT | NEW YORK TIMES CO MTN BE | Reduce -31.1% | 0.90% | 971,884 | $81.38M | $83.73 | $58.87 - $85.61(93%)$69.82 -> $83.73 |
| APH | AMPHENOL CORP | Reduce -22.6% | 4.03% | 2,871,353 | $362.8M | $126.35 | $118.24 - $167.04(17%)$139.71 -> $126.35 |
| CRS | CARPENTER TECHNOLOGY CORP | Reduce -14.3% | 5.82% | 1,330,920 | $524.58M | $394.15 | $284.16 - $412.31(86%)$338.34 -> $394.15 |
| IBKR | INTERACTIVE BROKERS GROUP IN | Reduce -9.6% | 4.67% | 6,275,179 | $420.88M | $67.07 | $63.02 - $79.18(25%)$67.23 -> $67.07 |
| EMBJ | EMBRAER S.A. | Reduce -9.2% | 1.96% | 2,975,231 | $176.55M | $59.34 | $54.28 - $80.75(19%)$65.43 -> $59.34 |
| BSX | BOSTON SCIENTIFIC CORP | Sold | — | 0 | $0 | — | - |
| COF | CAPITAL ONE FINL CORP | Sold | — | 0 | $0 | — | - |
| LPLA | LPL FINL HLDGS INC | Sold | — | 0 | $0 | — | - |
| MSFT | MICROSOFT CORP | Sold | — | 0 | $0 | — | - |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | Sold | — | 0 | $0 | — | - |
| WYNN | WYNN RESORTS LTD | Sold | — | 0 | $0 | — | - |