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John Armitage - Egerton Capital
John Armitage - Egerton CapitalFecha: 30 Sep 2025Inversiones: 24Valor: $9,481,831,000
Inversiones actuales
Historial
Stock
% de la cartera
Actividad reciente
Comparte
Precio
Valor
Precio Actual
Precio reportado
52 Week Low
52 Week High
MSFT - Microsoft Corp.
7.47
Add 15.48%
1,720,051
$430.30
$740,138,000
$413.97
-3.80%
$377.56
$466.57
PGR - Progressive Corp.
7.23
Add 83.21%
2,823,894
$253.76
$716,591,000
$234.42
-7.62%
$160.84
$265.51
CP - Canadian Pacific Kansas City
6.78
Reduce 14.95%
7,855,661
$85.54
$671,973,000
$74.07
-13.41%
$70.76
$90.81
META - Meta Platforms Inc.
5.94
Reduce 23.23%
1,028,489
$572.44
$588,748,000
$604.33
5.57%
$357.25
$637.89
AMZN - Amazon.com Inc.
5.77
Reduce 21.24%
3,068,090
$186.33
$571,677,000
$217.14
16.54%
$149.91
$233.00
GOOG - Alphabet Inc. CL C
5.51
Add 0.71%
3,264,022
$167.19
$545,712,000
$190.71
14.07%
$131.08
$202.88
GEHC - GE HealthCare Technologies Inc.
5.38
Reduce 22.80%
5,680,021
$93.85
$533,070,000
$84.80
-9.64%
$71.23
$94.52
RNR - RenaissanceRe Holdings Ltd.
5.21
Add 1.85%
1,894,412
$272.40
$516,038,000
$251.77
-7.57%
$198.46
$299.56
IBKR - Interactive Brokers Group Inc.
4.76
Add 7.95%
3,382,513
$139.36
$471,387,000
$183.70
31.82%
$83.35
$193.41
FI - Fiserv Inc.
4.67
Reduce 5.78%
2,578,485
$179.65
$463,225,000
$200.92
11.84%
$135.13
$223.23
FCNCA - First Citizens Bancshares
4.62
Reduce 12.15%
248,807
$1840.95
$458,041,000
$2067.74
12.32%
$1359.00
$2386.76
FLUT - Flutter Entertainment Plc
4.35
Add 74.36%
1,815,550
$237.28
$430,794,000
$254.28
7.16%
$158.43
$284.79
CRH - CRH plc
4.13
Add 12.06%
4,415,658
$92.74
$409,508,000
$91.11
-1.76%
$65.36
$104.23
GE - GE Aerospace
3.72
Reduce 17.55%
1,956,819
$188.58
$369,017,000
$170.60
-9.53%
$100.05
$194.48
ACGL - Arch Capital Group Ltd.
3.58
Reduce 1.92%
3,171,222
$111.88
$354,796,000
$91.01
-18.65%
$73.05
$110.75
V - Visa Inc.
3.27
Reduce 53.80%
1,180,075
$274.95
$324,462,000
$304.84
10.87%
$251.72
$321.62
MA - Mastercard Inc.
3.16
Add 50.20%
634,704
$493.80
$313,417,000
$503.95
2.06%
$423.08
$536.91
BKNG - Booking Holdings Inc.
2.73
Reduce 42.13%
64,312
$4212.12
$270,890,000
$4734.49
12.40%
$3167.39
$5337.24
UBER - Uber Technologies Inc.
2.56
Add 89.40%
3,380,958
$75.16
$254,113,000
$65.85
-12.39%
$54.84
$87.00
GEV - Ge Vernova Inc
1.54
Reduce 23.79%
597,858
$254.98
$152,442,000
$361.95
41.95%
$118.91
$376.30
ERJ - Embraer SA
1.32
Buy
3,707,524
$35.37
$131,135,000
$37.31
5.48%
$16.89
$40.34
IBN - ICICI Bank Ltd.
1.19
Reduce 28.47%
3,963,625
$29.85
$118,314,000
$28.32
-5.13%
$22.96
$32.14
MLM - Martin Marietta
1.11
Buy
204,674
$538.25
$110,166,000
$508.96
-5.44%
$487.27
$632.40
HLT - Hilton Worldwide Holdings
0.94
Reduce 17.88%
405,318
$230.50
$93,426,000
$240.36
4.28%
$180.12
$259.01
FSLR - First Solar Inc.
0.88
Reduce 50.95%
348,161
$249.44
$86,845,000
$182.44
-26.86%
$135.88
$306.77
VRTX - Vertex Pharmaceuticals
0.58
Buy
124,045
$465.08
$57,691,000
$405.25
-12.86%
$377.85
$519.88
AAPL - Apple Inc.
0.47
Buy
201,738
$233.00
$47,005,000
$231.17
-0.79%
$163.48
$260.10
ARMK - Aramark
0.46
Buy
1,182,142
$38.73
$45,784,000
$37.21
-3.92%
$27.98
$42.38
CB - Chubb Limited
0.43
Buy
148,764
$288.39
$42,902,000
$260.02
-9.84%
$221.78
$301.05
SN - Sharkninja Inc
0.19
Reduce 73.03%
177,193
$108.71
$19,263,000
$107.57
-1.05%
$45.85
$112.93
COF - Capital One Financial
3.23
Buy
1,565,495
$178.32
$279,159,000
$199.28
11.75%
$127.24
$208.63
CME - CME Group
2.59
Buy
964,421
$232.23
$223,967,000
$241.74
4.10%
$184.22
$246.74
LLY - Eli Lilly & Co.
2.51
Buy
280,981
$772.00
$216,917,000
$865.00
12.05%
$711.40
$970.92
LAD - Lithia Motors Inc.
1.31
Buy
316,845
$357.43
$113,250,000
$368.69
3.15%
$241.70
$405.68
ICE - Intercontinental Exchange Inc.
1.26
Buy
733,307
$149.01
$109,270,000
$166.94
12.03%
$123.23
$169.75
LPLA - LPL Financial Holdings Inc.
0.97
Buy
257,710
$326.51
$84,145,000
$362.42
11.00%
$186.73
$375.84
HDB - HDFC Bank Ltd.
0.84
Buy
1,140,511
$63.86
$72,833,000
$60.68
-4.98%
$51.56
$68.50
HHH - Howard Hughes Holdings Inc.
0.39
Buy
443,963
$76.92
$34,150,000
$75.78
-1.48%
$56.22
$87.77
CRS - Carpenter Technology
3.80
Buy
1,819,885
$181.18
$329,727,000
$212.33
17.19%
$94.71
$215.96
APH - Amphenol Corp.
1.33
Buy
1,762,623
$65.59
$115,610,000
$80.88
23.31%
$54.37
$81.82
FERG - Ferguson Enterprises Inc.
4.99
Buy
2,233,326
$217.75
$486,307,000
$228.02
4.72%
$145.43
$230.38
STX - Seagate Technology
3.04
Buy
2,051,434
$144.33
$296,083,000
$155.73
7.90%
$62.86
$158.00
BSX - Boston Scientific
1.81
Buy
1,640,956
$107.41
$176,255,000
$104.15
-3.04%
$76.60
$108.94
BLDR - Builders FirstSource Inc.
0.31
Buy
262,628
$116.69
$30,646,000
$138.15
18.39%
$102.60
$203.14
EMBJ - Embraer SA
1.35
Buy
2,117,012
$60.45
$127,973,000
$62.88
4.02%
$34.85
$67.44
TRU - TransUnion
1.29
Buy
1,465,050
$83.78
$122,742,000
$81.10
-3.20%
$66.20
$103.08
LAMR - Lamar Advertising Co.
0.93
Buy
723,857
$122.42
$88,615,000
$129.63
5.89%
$97.32
$130.55