John Armitage profile

Egerton Capital (uk) Llp (John Armitage)

Basic Stats

Market Value

9.23B

Top 10 (%)

69.75%

Portfolio Size

22 (0)

Avg. Holding Period

9 years

Turnover

0.18%

Industry Breakdown

21.03%

Services-business Services, Nec

12.83%

Services-computer Programming, Data Processing, Etc.

12.19%

Retail-catalog & Mail-order Houses

7.65%

Railroads, Line-haul Operating

7.22%

Services-prepackaged Software

7.01%

Electric & Other Services Combined

5.95%

Commercial Banks, Nec

5.23%

Fire, Marine & Casualty Insurance

5.09%

State Commercial Banks

4.66%

$7.60BMarket Value
V
AMZN
CNI
MSFT
META
GNE
GOOG
FCNCA
BKNG
RNR
IBN
HLT
CVE
CRH.L
MA
HDB
SLB
ACGL
L3H.F
Visa Inc Website

Visa Inc

V955.09M10.35%3.67M

9.73%

325.31K$260.350.18%
Canadian Pacific Kansas City Website

Canadian Pacific Kansas City

901.30M9.76%11.40M

-30.97%

-5.11M$79.06
Amazon Com Inc Website

Amazon Com Inc

AMZN706.40M7.65%4.65M

826.28%

4.15M$151.940.04%
Canadian Natl Ry Co Website

Canadian Natl Ry Co

CNI666.88M7.22%5.31M

2.68%

138.59K$125.630.81%
Microsoft Corp Website

Microsoft Corp

MSFT647.15M7.01%1.72M

32.29%

420.06K$376.040.02%
Meta Platforms Inc Website

Meta Platforms Inc

META637.50M6.91%1.80M

-20.46%

-463.33K$353.960.07%
General Electric Co Website

General Electric Co

GNE549.19M5.95%4.30M

12.24%

469.29K$28.1316.17%
Alphabet Inc Website

Alphabet Inc

GOOG488.11M5.29%3.46M

-24.33%

-1.11M$140.930.03%
Fiserv Inc Website

Fiserv Inc

458.07M4.96%3.45M

-2.57%

-91.08K$132.84
First Ctzns Bancshares Inc N Website

First Ctzns Bancshares Inc N

FCNCA430.06M4.66%303.08K

-10.79%

-36.64K$1,418.972.09%
Booking Holdings Inc Website

Booking Holdings Inc

BKNG382.40M4.14%107.80K

-12.06%

-14.78K$3,547.220.30%
Renaissancere Hldgs Ltd Website

Renaissancere Hldgs Ltd

RNR321.74M3.48%1.64M

16.74%

235.34K$196.003.27%
Icici Bank Limited Website

Icici Bank Limited

IBN293.71M3.18%12.32M

44.21%

3.78M$23.840.35%
Ge Healthcare Technologies I Website

Ge Healthcare Technologies I

270.35M2.93%3.50M

New Buy

3.50M$77.32
Hilton Worldwide Hldgs Inc Website

Hilton Worldwide Hldgs Inc

HLT237.15M2.57%1.30M

103.53%

662.46K$182.090.50%

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