Egerton Capital (uk) Llp (John Armitage)
Basic Stats
Market Value
10.35B
Top 10 (%)
67.93%
Portfolio Size
22 (0)
Avg. Holding Period
8 years
Turnover
0.27%
Industry Breakdown
Services-business Services, Nec
14.37%
12.01%
Services-computer Programming, Data Processing, Etc.
10.43%
Retail-catalog & Mail-order Houses
8.70%
X-ray Apparatus & Tubes & Related Irradiation Apparatus
7.65%
Railroads, Line-haul Operating
7.64%
Fire, Marine & Casualty Insurance
7.26%
Services-prepackaged Software
7.19%
Electronic & Other Electrical Equipment (no Computer Equip)
5.72%
State Commercial Banks
4.72%
Company | Ticker | Market Value | % Portfolio | Shares | Chg. Shares % | Chg. Shares | Quarter End Price | % Owned |
|---|---|---|---|---|---|---|---|---|
 Amazon Com Inc | AMZN | 900.50M | 8.70% | 4.99M | 7.38% | 342.98K | $180.97 | 0.05% |
 Canadian Pacific Kansas City | 877.46M | 8.48% | 9.95M | -12.70% | -1.45M | $88.17 | — | |
 Ge Healthcare Technologies I | GEHC | 791.54M | 7.65% | 8.71M | 149.02% | 5.21M | $89.53 | 1.91% |
 Canadian Natl Ry Co | CNI | 791.08M | 7.64% | 6.01M | 13.15% | 697.98K | $131.52 | 0.94% |
 Visa Inc | V | 763.38M | 7.38% | 2.74M | -25.44% | -933.14K | $278.28 | 0.14% |
 Meta Platforms Inc | META | 699.79M | 6.76% | 1.44M | -19.98% | -359.91K | $491.35 | 0.06% |
 General Electric Co | GE | 591.85M | 5.72% | 3.37M | -21.64% | -931.16K | $139.86 | 0.31% |
 Microsoft Corp | MSFT | 583.57M | 5.64% | 1.39M | -19.40% | -333.90K | $424.57 | 0.02% |
 Fiserv Inc | FISV | 542.15M | 5.24% | 3.39M | -1.62% | -56.01K | $158.57 | 0.55% |
 First Ctzns Bancshares Inc N | FCNCA | 487.99M | 4.72% | 298.46K | -1.52% | -4.62K | $1,606.87 | 2.05% |
 Renaissancere Hldgs Ltd | RNR | 436.88M | 4.22% | 1.86M | 13.24% | 217.28K | $234.97 | 3.60% |
 Alphabet Inc | GOOG | 379.21M | 3.66% | 2.49M | -28.09% | -972.95K | $156.50 | 0.02% |
 Crh Plc | CRH.L | 365.35M | 3.53% | 4.24M | 24.82% | 842.17K | $6,658.00 | 0.62% |
 Interactive Brokers Group In | IBKR | 315.44M | 3.05% | 2.82M | New Buy | 2.82M | $112.05 | 2.64% |
 Arch Cap Group Ltd | ACGL | 314.38M | 3.04% | 3.40M | 70.28% | 1.40M | $92.31 | 0.92% |
1-15 of 25