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 20 of 24 rows. Rows without a quote are marked unavailable.
| 1 | V | VISA INC | 10.35% | Add +9.7% | 3,668,500 | $955.09M | $260.35 | |
| 2 | CP | CANADIAN PACIFIC KANSAS CITY | 9.76% | Reduce -31.0% | 11,400,216 | $901.3M | $79.06 | |
| 3 | AMZN | AMAZON COM INC | 7.65% | Add +826.3% | 4,649,234 | $706.4M | $151.94 | |
| 4 | CNI | CANADIAN NATL RY CO | 7.22% | Add +2.7% | 5,308,268 | $666.88M | $125.63 | |
| 5 | MSFT | MICROSOFT CORP | 7.01% | Add +32.3% | 1,720,966 | $647.15M | $376.04 | |
| 6 | META | META PLATFORMS INC | 6.91% | Reduce -20.5% | 1,801,045 | $637.5M | $353.96 | |
| 7 | GE | GENERAL ELECTRIC CO | 5.95% | Add +12.2% | 4,302,970 | $549.19M | $127.63 | |
| 8 | GOOG | ALPHABET INC | 5.29% | Reduce -24.3% | 3,463,507 | $488.11M | $140.93 | |
| 9 | FI | FISERV INC | 4.96% | Reduce -2.6% | 3,448,283 | $458.07M | No quote | No quote |
| 10 | FCNCA | FIRST CTZNS BANCSHARES INC N | 4.66% | Reduce -10.8% | 303,079 | $430.06M | $1418.97 | |
| 11 | BKNG | BOOKING HOLDINGS INC | 4.14% | Reduce -12.1% | 107,803 | $382.4M | $3547.22 | |
| 12 | RNR | RENAISSANCERE HLDGS LTD | 3.48% | Add +16.7% | 1,641,540 | $321.74M | $196.00 | |
| 13 | IBN | ICICI BANK LIMITED | 3.18% | Add +44.2% | 12,320,210 | $293.71M | $23.84 | |
| 14 | GEHC | GE HEALTHCARE TECHNOLOGIES I | 2.93% | New | 3,496,512 | $270.35M | $77.32 | |
| 15 | HLT | HILTON WORLDWIDE HLDGS INC | 2.57% | Add +103.5% | 1,302,371 | $237.15M | $182.09 | |
| 16 | CVE | CENOVUS ENERGY INC | 2.56% | Reduce -36.6% | 14,193,051 | $236.31M | $16.65 | |
| 17 | CRHCF | CRH PLC | 2.54% | New | 3,393,265 | $234.68M | No quote | No quote |
| 18 | MA | MASTERCARD INCORPORATED | 2.49% | Reduce -57.5% | 538,004 | $229.46M | $426.51 | |
| 19 | HDB | HDFC BANK LTD | 2.05% | Add +0.4% | 2,823,924 | $189.51M | $67.11 | |
| 20 | SLB | SCHLUMBERGER LTD | 1.86% | Reduce -66.5% | 3,295,155 | $171.48M | $52.04 | |
| 21 | ACGL | ARCH CAP GROUP LTD | 1.61% | Add +33.3% | 1,997,278 | $148.34M | $74.27 | |
| 22 | SHEL | SHELL PLC | 0.84% | Add +20.6% | 1,173,260 | $77.2M | $65.80 | |
| 24 | KKR | KKR & CO INC | - | Sold | 0 | $0 | No quote | No quote |
| 23 | EG | EVEREST GROUP LTD | - | Sold | 0 | $0 | No quote | No quote |