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 2026-05-10 from SEC 13F data.
Live quotes available for 22 of 28 rows. Rows without a quote are marked unavailable.
| 1 | CP | CANADIAN PACIFIC KANSAS CITY | 14.33% | New | 17,204,692 | $1.39B | $80.77 | |
| 2 | CNI | CANADIAN NATL RY CO | 9.61% | Reduce -11.7% | 7,695,443 | $931.69M | $121.07 | |
| 3 | V | VISA INC | 8.52% | Reduce -16.8% | 3,479,839 | $826.39M | $237.48 | |
| 4 | MSFT | MICROSOFT CORP | 5.63% | Add +20.9% | 1,604,701 | $546.46M | $340.54 | |
| 5 | META | META PLATFORMS INC | 5.48% | Add +5.4% | 1,850,552 | $531.07M | $286.98 | |
| 6 | MA | MASTERCARD INCORPORATED | 5.34% | Add +31.7% | 1,316,332 | $517.71M | $393.30 | |
| 7 | GOOG | ALPHABET INC | 4.70% | Add +30.3% | 3,767,794 | $455.79M | $120.97 | |
| 8 | FI | FISERV INC | 4.40% | Reduce -3.4% | 3,380,844 | $426.49M | No quote | No quote |
| 9 | FCNCA | FIRST CTZNS BANCSHARES INC N | 4.36% | Reduce -45.3% | 329,701 | $423.15M | $1283.45 | |
| 10 | SLB | SCHLUMBERGER LTD | 4.36% | Reduce -13.1% | 8,612,121 | $423.03M | $49.12 | |
| 11 | GE | GENERAL ELECTRIC CO | 4.32% | New | 3,813,847 | $418.95M | $109.85 | |
| 12 | AMAT | APPLIED MATLS INC | 3.92% | Reduce -3.4% | 2,629,188 | $380.02M | $144.54 | |
| 13 | BKNG | BOOKING HOLDINGS INC | 3.54% | Add +75.3% | 127,181 | $343.43M | $2700.33 | |
| 14 | TECK | TECK RESOURCES LTD | 3.09% | Reduce -28.3% | 7,126,516 | $300.03M | $42.10 | |
| 15 | TMO | THERMO FISHER SCIENTIFIC INC | 3.03% | Add +426.9% | 562,479 | $293.47M | $521.75 | |
| 16 | HDB | HDFC BANK LTD | 2.77% | Add +64.4% | 3,859,952 | $269.04M | $69.70 | |
| 17 | CVE | CENOVUS ENERGY INC | 2.70% | Reduce -38.7% | 15,405,968 | $261.59M | $16.98 | |
| 18 | RNR | RENAISSANCERE HLDGS LTD | 2.55% | Add +113.0% | 1,327,597 | $247.62M | $186.52 | |
| 19 | ADI | ANALOG DEVICES INC | 2.43% | Reduce -32.7% | 1,209,635 | $235.65M | $194.81 | |
| 20 | IBN | ICICI BANK LIMITED | 2.12% | Add +16.3% | 8,888,505 | $205.15M | $23.08 | |
| 21 | EG | EVEREST RE GROUP LTD | 1.02% | Reduce -28.7% | 289,962 | $99.13M | $341.86 | |
| 22 | KLAC | KLA CORP | 0.96% | New | 191,191 | $92.73M | $485.02 | |
| 23 | KKR | KKR & CO INC | 0.84% | Reduce -62.3% | 1,451,887 | $81.31M | $56.00 | |
| 28 | UNH | UNITEDHEALTH GROUP INC | - | Sold | 0 | $0 | No quote | No quote |
| 27 | LPLA | LPL FINL HLDGS INC | - | Sold | 0 | $0 | No quote | No quote |
| 26 | LOW | LOWES COS INC | - | Sold | 0 | $0 | No quote | No quote |
| 25 | LIN | LINDE PLC | - | Sold | 0 | $0 | No quote | No quote |
| 24 | CP | CANADIAN PAC RY LTD | - | Sold | 0 | $0 | No quote | No quote |