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 22 of 34 rows. Rows without a quote are marked unavailable.
| 1 | FOXA | TWENTY FIRST CENTY FOX INC | 9.16% | Reduce -3.9% | 17,277,470 | $607.65M | $35.17 | No quote |
| 2 | AXP | AMERICAN EXPRESS CO | 9.03% | Reduce -2.7% | 6,599,196 | $598.75M | $90.73 | No quote |
| 3 | DIS | DISNEY WALT CO | 8.55% | Add +33.7% | 7,422,086 | $567.05M | $76.40 | No quote |
| 4 | MON | MONSANTO CO NEW | 6.37% | Add +50.6% | 3,624,775 | $422.47M | No quote | No quote |
| 5 | CMCSA | COMCAST CORP NEW | 6.10% | Add +9.9% | 7,786,077 | $404.64M | $51.97 | No quote |
| 6 | QCOM | QUALCOMM INC | 5.42% | Add +24.3% | 4,835,385 | $359.03M | $74.25 | No quote |
| 7 | MCO | MOODYS CORP | 4.55% | Add +3.3% | 3,841,349 | $301.43M | $78.47 | No quote |
| 8 | PCLN | PRICELINE COM INC | 4.08% | Reduce -15.0% | 232,450 | $270.2M | No quote | No quote |
| 9 | AIG | AMERICAN INTL GROUP INC | 3.95% | Add +7.5% | 5,133,467 | $262.06M | $51.05 | No quote |
| 10 | V | VISA INC | 3.69% | Add +6.9% | 1,100,149 | $244.98M | $222.68 | No quote |
| 11 | FI | FISERV INC | 3.38% | Add +70.2% | 3,797,498 | $224.24M | No quote | No quote |
| 12 | OCN | OCWEN FINL CORP | 3.28% | Reduce -12.5% | 3,917,094 | $217.2M | No quote | No quote |
| 13 | WFC | WELLS FARGO & CO NEW | 2.98% | Reduce -7.0% | 4,358,493 | $197.88M | $45.40 | No quote |
| 14 | GRMN | GARMIN LTD | 2.75% | Add +54.4% | 3,949,957 | $182.45M | No quote | No quote |
| 15 | GOOGL | GOOGLE INC | 2.66% | New | 157,571 | $176.59M | $1120.71 | No quote |
| 16 | LBTYA | LIBERTY GLOBAL PLC | 2.64% | Add +204.1% | 1,967,715 | $175.13M | $89.00 | No quote |
| 17 | CTSH | COGNIZANT TECHNOLOGY SOLUTIO | 2.61% | Add +149.8% | 1,712,428 | $172.92M | $100.98 | No quote |
| 18 | MA | MASTERCARD INC | 2.42% | Reduce -12.8% | 192,389 | $160.73M | $835.46 | No quote |
| 19 | DAL | DELTA AIR LINES INC DEL | 2.38% | Reduce -38.9% | 5,755,509 | $158.1M | $27.47 | No quote |
| 20 | BAC | BANK OF AMERICA CORPORATION | 2.05% | New | 8,742,460 | $136.12M | $15.57 | No quote |
| 21 | HOUS | REALOGY HLDGS CORP | 2.02% | New | 2,711,538 | $134.14M | No quote | No quote |
| 22 | NKE | NIKE INC | 1.96% | Reduce -46.5% | 1,650,203 | $129.77M | $78.64 | No quote |
| 23 | AN | AUTONATION INC | 1.39% | Add +126.7% | 1,848,967 | $91.88M | $49.69 | No quote |
| 24 | AAPL | APPLE INC | 1.36% | New | 160,666 | $90.14M | $561.02 | No quote |
| 25 | NLSN | NIELSEN HOLDINGS N V | 1.25% | New | 1,799,998 | $82.6M | No quote | No quote |
| 26 | CHTR | CHARTER COMMUNICATIONS INC D | 1.08% | Reduce -47.0% | 522,263 | $71.43M | $136.76 | No quote |
| 27 | URI | UNITED RENTALS INC | 1.06% | Add +3.3% | 898,913 | $70.07M | $77.95 | No quote |
| 28 | DVA | DAVITA HEALTHCARE PARTNERS I | 0.69% | New | 724,200 | $45.89M | $63.37 | No quote |
| 29 | CF | CF INDS HLDGS INC | 0.67% | New | 191,300 | $44.58M | $233.04 | No quote |
| 30 | BXMT | BLACKSTONE MTG TR INC | 0.45% | Add +153.9% | 1,108,576 | $30.08M | No quote | No quote |
| 34 | SIG | SIGNET JEWELERS LIMITED | - | Sold | 0 | $0 | No quote | No quote |
| 33 | FRCB | FIRST REP BK SAN FRANCISCO C | - | Sold | 0 | $0 | No quote | No quote |
| 32 | C | CITIGROUP INC | - | Sold | 0 | $0 | No quote | No quote |
| 31 | AON | AON PLC | - | Sold | 0 | $0 | No quote | No quote |