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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Updated 2026-06-06 from SEC 13F data.
Live quotes available for 23 of 30 rows. Rows without a quote are marked unavailable.
| 1 | V | VISA INC | 13.79% | Add +25.7% | 4,110,970 | $1.24B | $302.24 | |
| 2 | GOOG | ALPHABET INC | 11.01% | Add +220.7% | 3,459,649 | $992.43M | $286.86 | |
| 3 | MCO | MOODYS CORP | 7.48% | Add +99.8% | 1,545,670 | $674.3M | $436.25 | |
| 4 | LIN | LINDE PLC | 5.88% | New | 1,068,371 | $529.66M | $495.76 | |
| 5 | CRS | CARPENTER TECHNOLOGY CORP | 5.82% | Reduce -14.3% | 1,330,920 | $524.58M | $394.15 | |
| 6 | AMZN | AMAZON COM INC | 5.46% | Reduce -59.9% | 2,363,334 | $492.21M | $208.27 | |
| 7 | VMC | VULCAN MATLS CO | 5.35% | Add +84.3% | 1,769,216 | $481.76M | $272.30 | |
| 8 | NVDA | NVIDIA CORPORATION | 5.18% | New | 2,675,018 | $466.52M | $174.40 | |
| 9 | IBKR | INTERACTIVE BROKERS GROUP IN | 4.67% | Reduce -9.6% | 6,275,179 | $420.88M | $67.07 | |
| 10 | APH | AMPHENOL CORP | 4.03% | Reduce -22.6% | 2,871,353 | $362.8M | $126.35 | |
| 11 | CME | CME GROUP INC | 3.88% | Add +0.3% | 1,182,907 | $349.37M | $295.35 | |
| 12 | UBER | UBER TECHNOLOGIES INC | 3.71% | Add +73.5% | 4,652,363 | $334.64M | $71.93 | |
| 13 | DVN | DEVON ENERGY CORP NEW | 3.64% | New | 6,525,140 | $328.35M | $50.32 | |
| 14 | CRHCF | CRH PLC | 3.22% | Add +22.0% | 2,759,331 | $290.06M | No quote | No quote |
| 15 | CNQ | CANADIAN NAT RES LTD MED TER | 3.07% | New | 5,690,211 | $277.06M | $48.69 | |
| 16 | MA | MASTERCARD INCORPORATED | 2.55% | Add +0.3% | 459,652 | $229.67M | $499.66 | |
| 17 | MDLN | MEDLINE INC | 2.16% | New | 4,365,802 | $194.28M | $44.50 | |
| 18 | EMBJ | EMBRAER S.A. | 1.96% | Reduce -9.2% | 2,975,231 | $176.55M | $59.34 | |
| 19 | FERG | FERGUSON ENTERPRISES INC | 1.64% | Reduce -37.1% | 634,258 | $147.95M | $233.26 | |
| 20 | LAMR | LAMAR ADVERTISING CO | 1.53% | Add +50.8% | 1,088,744 | $137.9M | $126.66 | |
| 21 | ACGL | ARCH CAP GROUP LTD | 1.19% | New | 1,116,922 | $107.21M | $95.99 | |
| 22 | RNR | RENAISSANCERE HLDGS LTD | 1.05% | Reduce -35.3% | 317,308 | $94.31M | $297.23 | |
| 23 | NYT | NEW YORK TIMES CO MTN BE | 0.90% | Reduce -31.1% | 971,884 | $81.38M | $83.73 | |
| 24 | AWI | ARMSTRONG WORLD INDS INC NEW | 0.82% | New | 448,036 | $73.84M | $164.80 | |
| 30 | WYNN | WYNN RESORTS LTD | - | Sold | 0 | $0 | No quote | No quote |
| 29 | STX | SEAGATE TECHNOLOGY HLDNGS PL | - | Sold | 0 | $0 | No quote | No quote |
| 28 | MSFT | MICROSOFT CORP | - | Sold | 0 | $0 | No quote | No quote |
| 27 | LPLA | LPL FINL HLDGS INC | - | Sold | 0 | $0 | No quote | No quote |
| 26 | COF | CAPITAL ONE FINL CORP | - | Sold | 0 | $0 | No quote | No quote |
| 25 | BSX | BOSTON SCIENTIFIC CORP | - | Sold | 0 | $0 | No quote | No quote |