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 21 of 27 rows. Rows without a quote are marked unavailable.
| 1 | CP | CANADIAN PACIFIC KANSAS CITY | 14.26% | Reduce -4.0% | 16,513,775 | $1.23B | $74.41 | |
| 2 | V | VISA INC | 8.92% | Reduce -3.9% | 3,343,194 | $768.97M | $230.01 | |
| 3 | META | META PLATFORMS INC | 7.89% | Add +22.4% | 2,264,375 | $679.79M | $300.21 | |
| 4 | GOOG | ALPHABET INC | 7.00% | Add +21.5% | 4,577,055 | $603.48M | $131.85 | |
| 5 | SLB | SCHLUMBERGER LTD | 6.66% | Add +14.2% | 9,837,492 | $573.53M | $58.30 | |
| 6 | CNI | CANADIAN NATL RY CO | 6.50% | Reduce -32.8% | 5,169,679 | $560.03M | $108.33 | |
| 7 | MA | MASTERCARD INCORPORATED | 5.82% | Reduce -3.8% | 1,266,934 | $501.59M | $395.91 | |
| 8 | FCNCA | FIRST CTZNS BANCSHARES INC N | 5.44% | Add +3.0% | 339,721 | $468.85M | $1380.10 | |
| 9 | CVE | CENOVUS ENERGY INC | 5.41% | Add +45.3% | 22,387,388 | $466.11M | $20.82 | |
| 10 | GE | GENERAL ELECTRIC CO | 4.92% | Add +0.5% | 3,833,676 | $423.81M | $110.55 | |
| 11 | MSFT | MICROSOFT CORP | 4.77% | Reduce -18.9% | 1,300,909 | $410.76M | $315.75 | |
| 12 | FI | FISERV INC | 4.64% | Add +4.7% | 3,539,368 | $399.81M | No quote | No quote |
| 13 | BKNG | BOOKING HOLDINGS INC | 4.39% | Reduce -3.6% | 122,586 | $378.05M | $3083.95 | |
| 14 | RNR | RENAISSANCERE HLDGS LTD | 3.23% | Add +5.9% | 1,406,203 | $278.32M | $197.92 | |
| 15 | IBN | ICICI BANK LIMITED | 2.29% | Reduce -3.9% | 8,543,487 | $197.53M | $23.12 | |
| 16 | HDB | HDFC BANK LTD | 1.93% | Reduce -27.1% | 2,813,851 | $166.05M | $59.01 | |
| 17 | ACGL | ARCH CAP GROUP LTD | 1.39% | New | 1,498,795 | $119.47M | $79.71 | |
| 18 | HLT | HILTON WORLDWIDE HLDGS INC | 1.12% | New | 639,907 | $96.1M | $150.18 | |
| 19 | KKR | KKR & CO INC | 1.00% | Reduce -4.0% | 1,394,577 | $85.91M | $61.60 | |
| 20 | EG | EVEREST GROUP LTD | 0.96% | Reduce -23.1% | 223,093 | $82.92M | $371.67 | |
| 21 | AMZN | AMAZON COM INC | 0.74% | New | 501,926 | $63.8M | $127.12 | |
| 22 | SHEL | SHELL PLC | 0.73% | New | 972,755 | $62.63M | $64.38 | |
| 27 | TMO | THERMO FISHER SCIENTIFIC INC | - | Sold | 0 | $0 | No quote | No quote |
| 26 | TECK | TECK RESOURCES LTD | - | Sold | 0 | $0 | No quote | No quote |
| 25 | KLAC | KLA CORP | - | Sold | 0 | $0 | No quote | No quote |
| 24 | AMAT | APPLIED MATLS INC | - | Sold | 0 | $0 | No quote | No quote |
| 23 | ADI | ANALOG DEVICES INC | - | Sold | 0 | $0 | No quote | No quote |