John Armitage - Egerton Capital
As of Q2 2026, John Armitage reported 23 long-equity positions worth $10.35B in aggregate.
Copy-investor backtest
- Latest quarter
- +2.23%
- 1-year
- +10.55%
- 3-year
- +60.98%
- 5-year
- +47.81%
- 3-year vs S&P 500
- -6.84%
- 5-year vs S&P 500
- -20.31%
- 5-year top 5
- +13.02%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.
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Updated 2026-06-06 from SEC 13F data.
Live quotes available for 19 of 27 rows. Rows without a quote are marked unavailable.
| 1 | FOXA | TWENTY FIRST CENTY FOX INC | 11.01% | - | 17,979,644 | $602.5M | $33.51 | No quote |
| 2 | AXP | AMERICAN EXPRESS CO | 9.36% | - | 6,781,447 | $512.14M | $75.52 | No quote |
| 3 | DIS | DISNEY WALT CO | 6.54% | - | 5,553,011 | $358.11M | $64.49 | No quote |
| 4 | CMCSA | COMCAST CORP NEW | 5.84% | - | 7,081,201 | $319.5M | $45.12 | No quote |
| 5 | PCLN | PRICELINE COM INC | 5.05% | - | 273,350 | $276.34M | No quote | No quote |
| 6 | C | CITIGROUP INC | 4.91% | - | 5,543,479 | $268.91M | $48.51 | No quote |
| 7 | QCOM | QUALCOMM INC | 4.79% | - | 3,891,601 | $261.98M | $67.32 | No quote |
| 8 | MCO | MOODYS CORP | 4.78% | - | 3,719,167 | $261.57M | $70.33 | No quote |
| 9 | MON | MONSANTO CO NEW | 4.59% | - | 2,407,100 | $251.23M | No quote | No quote |
| 10 | OCN | OCWEN FINL CORP | 4.56% | - | 4,475,588 | $249.6M | No quote | No quote |
| 11 | AIG | AMERICAN INTL GROUP INC | 4.24% | - | 4,776,736 | $232.29M | $48.63 | No quote |
| 12 | FI | FISERV INC | 4.12% | - | 2,231,130 | $225.46M | No quote | No quote |
| 13 | NKE | NIKE INC | 4.10% | - | 3,086,505 | $224.2M | $72.64 | No quote |
| 14 | DAL | DELTA AIR LINES INC DEL | 4.06% | - | 9,420,150 | $222.22M | $23.59 | No quote |
| 15 | V | VISA INC | 3.59% | - | 1,029,428 | $196.72M | $191.10 | No quote |
| 16 | WFC | WELLS FARGO & CO NEW | 3.54% | - | 4,686,146 | $193.63M | $41.32 | No quote |
| 17 | MA | MASTERCARD INC | 2.71% | - | 220,670 | $148.46M | $672.78 | No quote |
| 18 | CHTR | CHARTER COMMUNICATIONS INC D | 2.42% | - | 984,992 | $132.74M | $134.76 | No quote |
| 19 | GRMN | GARMIN LTD | 2.11% | - | 2,558,400 | $115.61M | No quote | No quote |
| 20 | SIG | SIGNET JEWELERS LIMITED | 1.72% | - | 1,315,034 | $94.22M | No quote | No quote |
| 21 | FRCB | FIRST REP BK SAN FRANCISCO C | 1.52% | - | 1,781,056 | $83.05M | No quote | No quote |
| 22 | CTSH | COGNIZANT TECHNOLOGY SOLUTIO | 1.03% | - | 685,500 | $56.29M | $82.12 | No quote |
| 23 | LBTYA | LIBERTY GLOBAL PLC | 0.94% | - | 647,059 | $51.34M | $79.35 | No quote |
| 24 | URI | UNITED RENTALS INC | 0.93% | - | 870,058 | $50.72M | $58.29 | No quote |
| 25 | AN | AUTONATION INC | 0.78% | - | 815,542 | $42.55M | $52.17 | No quote |
| 26 | AON | AON PLC | 0.57% | - | 420,000 | $31.27M | $74.44 | No quote |
| 27 | BXMT | BLACKSTONE MTG TR INC | 0.20% | - | 436,624 | $11M | No quote | No quote |