John Armitage - Egerton Capital
As of Q1 2026, John Armitage reported 24 long-equity positions worth $9.01B in aggregate.
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Updated 2026-05-07 from SEC 13F data.
Live quotes available for 25 of 32 rows. Rows without a quote are marked unavailable.
| 1 | AMZN | AMAZON COM INC | 9.27% | Add +75.3% | 4,221,867 | $803.25M | $190.26 | |
| 2 | PGR | PROGRESSIVE CORP | 9.07% | Reduce -1.7% | 2,778,832 | $786.44M | $283.01 | |
| 3 | FI | FISERV INC | 6.07% | Add +2.5% | 2,381,496 | $525.91M | No quote | No quote |
| 4 | MSFT | MICROSOFT CORP | 5.75% | Reduce -24.4% | 1,328,533 | $498.72M | $375.39 | |
| 5 | FLUT | FLUTTER ENTMT PLC | 5.61% | Add +16.9% | 2,193,794 | $486.04M | $221.55 | |
| 6 | CME | CME GROUP INC | 5.30% | Add +79.4% | 1,730,194 | $459M | $265.29 | |
| 7 | META | META PLATFORMS INC | 4.94% | Reduce -7.4% | 742,455 | $427.92M | $576.36 | |
| 8 | ACGL | ARCH CAP GROUP LTD | 4.80% | Add +8.5% | 4,325,217 | $416M | $96.18 | |
| 9 | LLY | ELI LILLY & CO | 4.70% | Add +75.4% | 492,808 | $407.02M | $825.91 | |
| 10 | CRHCF | CRH PLC | 4.29% | Reduce -2.3% | 4,231,236 | $372.22M | No quote | No quote |
| 11 | V | VISA INC | 3.88% | Add +11.1% | 958,985 | $336.09M | $350.46 | |
| 12 | CRS | CARPENTER TECHNOLOGY CORP | 3.80% | New | 1,819,885 | $329.73M | $181.18 | |
| 13 | IBKR | INTERACTIVE BROKERS GROUP IN | 3.50% | Reduce -0.8% | 1,833,969 | $303.69M | $165.59 | |
| 14 | GE | GE AEROSPACE | 3.46% | Reduce -37.7% | 1,497,354 | $299.7M | $200.15 | |
| 15 | CP | CANADIAN PACIFIC KANSAS CITY | 3.37% | Reduce -41.1% | 4,165,545 | $292.46M | $70.21 | |
| 16 | LPLA | LPL FINL HLDGS INC | 3.29% | Add +238.1% | 871,265 | $285.03M | $327.14 | |
| 17 | GOOG | ALPHABET INC | 3.00% | Add +12.6% | 1,665,708 | $260.23M | $156.23 | |
| 18 | FCNCA | FIRST CTZNS BANCSHARES INC N | 2.67% | Add +21.7% | 124,773 | $231.34M | $1854.12 | |
| 19 | MA | MASTERCARD INCORPORATED | 2.40% | Reduce -2.2% | 380,221 | $208.41M | $548.12 | |
| 20 | ICE | INTERCONTINENTAL EXCHANGE IN | 2.19% | Add +50.2% | 1,101,419 | $189.99M | $172.50 | |
| 21 | COF | CAPITAL ONE FINL CORP | 1.84% | Reduce -43.0% | 891,659 | $159.87M | $179.30 | |
| 22 | IBN | ICICI BANK LIMITED | 1.83% | Reduce -21.2% | 5,031,304 | $158.59M | $31.52 | |
| 23 | APH | AMPHENOL CORP NEW | 1.33% | New | 1,762,623 | $115.61M | $65.59 | |
| 24 | HHH | HOWARD HUGHES HOLDINGS INC | 1.02% | Add +169.5% | 1,196,288 | $88.62M | $74.08 | |
| 25 | MLM | MARTIN MARIETTA MATLS INC | 0.91% | Add +101.0% | 165,338 | $79.05M | $478.13 | |
| 26 | HDB | HDFC BANK LTD | 0.86% | Reduce -2.1% | 1,116,493 | $74.18M | $66.44 | |
| 27 | ARMK | ARAMARK | 0.83% | Add +79.0% | 2,075,126 | $71.63M | $34.52 | |
| 32 | RNR | RENAISSANCERE HLDGS LTD | - | Sold | 0 | $0 | No quote | No quote |
| 31 | LAD | LITHIA MTRS INC | - | Sold | 0 | $0 | No quote | No quote |
| 30 | GEHC | GE HEALTHCARE TECHNOLOGIES I | - | Sold | 0 | $0 | No quote | No quote |
| 29 | EMBJ | EMBRAER S.A. | - | Sold | 0 | $0 | No quote | No quote |
| 28 | BKNG | BOOKING HOLDINGS INC | - | Sold | 0 | $0 | No quote | No quote |