John Armitage - Egerton Capital

History Stock Activity ▼ Share change % change to portfolio
Q4  2021
≡ MSFT - Microsoft Corp. Add 8.96% 360,976 0.57
≡ CSX - CSX Corp. Add 7.72% 2,568,609 0.45
≡ MA - Mastercard Inc. Add 5.05% 35,276 0.06
≡ PVH - PVH Corp. Add 2.17% 54,787 0.03
≡ SCHW - Charles Schwab Corp. Add 1.61% 229,094 0.09
≡ CP - Canadian Pacific Kansas City Add 1.48% 424,443 0.14
≡ GOOG - Alphabet Inc. CL C Add 1.41% 240,680 0.16
≡ LOW - Lowe's Cos. Buy 2,311,339 2.79
≡ SNAP - Snap Inc. Buy 7,370,122 1.62
≡ CRM - Salesforce.com Buy 595,319 0.71
≡ BXSL - Blackstone Secured Lending Fund Buy 1,331,813 0.21
Q3  2021
≡ SCHW - Charles Schwab Corp. Add 126.24% 7,959,247 2.76
≡ FCNCA - First Citizens Bancshares Add 95.19% 132,283 0.53
≡ ADI - Analog Devices Add 75.92% 1,373,683 1.09
≡ CIT - CIT Group Add 68.21% 1,514,671 0.37
≡ SHOP - Shopify Inc. Add 67.55% 1,300,580 0.84
≡ CMCSA - Comcast Corp. Add 60.43% 6,130,333 1.63
≡ CP - Canadian Pacific Kansas City Add 46.08% 9,070,375 2.80
≡ CHTR - Charter Communications Add 20.44% 356,510 1.23
≡ V - Visa Inc. Add 15.58% 680,797 0.72
≡ LIN - Linde plc Add 10.06% 327,763 0.46
≡ BBWI - Bath & Body Works Inc. Add 8.31% 1,082,199 0.32
≡ CSX - CSX Corp. Add 4.12% 1,317,273 0.19
≡ DHI - D.R. Horton Add 3.27% 272,169 0.11
≡ CNI - Canadian Natl Railway Co. Buy 7,924,388 4.36
≡ PVH - PVH Corp. Buy 2,526,834 1.23
≡ VSCO - Victoria's Secret & Co. Buy 3,936,878 1.03
≡ IFF - International Flavors & Fragrances Inc. Buy 851,901 0.54
≡ SQ - Block Inc. Buy 461,768 0.53
≡ RH - RH Buy 165,199 0.52
≡ VMC - Vulcan Materials Buy 648,048 0.52
≡ HLF - Herbalife Nutrition Ltd. Buy 2,224,084 0.45
Q2  2021
≡ ADI - Analog Devices Add 143.80% 1,067,146 0.91
≡ SHOP - Shopify Inc. Add 81.87% 866,680 0.63
≡ AMZN - Amazon.com Inc. Add 23.40% 1,395,040 1.19
≡ CP - Canadian Pacific Kansas City Add 16.64% 2,807,736 1.07
≡ CSX - CSX Corp. Add 13.05% 3,687,390 0.59
≡ UNH - United Health Group Inc. Add 12.57% 235,023 0.47
≡ GOOG - Alphabet Inc. CL C Add 7.85% 1,284,380 0.80
≡ CMCSA - Comcast Corp. Add 7.34% 693,864 0.20
≡ CHTR - Charter Communications Add 1.76% 30,236 0.11
≡ PYPL - PayPal Holdings Inc. Add 0.44% 6,524 0.01
≡ KKR - KKR & Co. L.P. Add 0.43% 31,704 0.01
≡ V - Visa Inc. Add 0.41% 17,929 0.02
≡ BXMT - Blackstone Mortgage Trust Inc. Add 0.40% 14,768 0.00
≡ MA - Mastercard Inc. Add 0.38% 3,098 0.01
≡ LIN - Linde plc Add 0.35% 11,372 0.02
≡ SCHW - Charles Schwab Corp. Buy 6,305,043 2.28
≡ FCNCA - First Citizens Bancshares Buy 138,970 0.58
≡ CIT - CIT Group Buy 2,220,704 0.57
≡ BEKE - KE Holdings Inc. Buy 2,356,400 0.56
Q1  2021
≡ MA - Mastercard Inc. Add 63.25% 315,814 0.59
≡ CSX - CSX Corp. Add 43.92% 8,624,556 1.46
≡ AMZN - Amazon.com Inc. Add 22.70% 1,102,900 0.90
≡ GOOG - Alphabet Inc. CL C Add 21.02% 2,840,320 1.55
≡ MSFT - Microsoft Corp. Add 20.50% 1,016,737 1.26
≡ LIN - Linde plc Add 13.23% 379,336 0.56
≡ META - Meta Platforms Inc. Add 10.36% 282,271 0.44
≡ YNDX - Yandex N.V. Add 8.05% 378,685 0.13
≡ CP - Canadian Pacific Kansas City Add 5.53% 884,620 0.35
≡ STNE - StoneCo Ltd. Add 4.76% 166,913 0.05
≡ UNH - United Health Group Inc. Add 3.97% 71,469 0.14
≡ V - Visa Inc. Add 3.75% 157,349 0.18
≡ NFLX - Netflix Inc. Add 1.97% 29,770 0.08
≡ BBWI - Bath & Body Works Inc. Add 0.04% 5,544 0.00
≡ SE - Sea Ltd Buy 778,249 0.92
≡ WFC - Wells Fargo Buy 4,249,601 0.87
≡ MELI - Mercadolibre Inc. Buy 106,605 0.83
≡ JD - JD.com Inc. Buy 1,601,669 0.71
Q4  2020
≡ NVR - NVR Inc. Add 189.39% 36,831 0.85
≡ V - Visa Inc. Add 98.39% 2,080,265 2.57
≡ GOOG - Alphabet Inc. CL C Add 85.64% 6,234,120 3.09
≡ NFLX - Netflix Inc. Add 61.38% 575,464 1.76
≡ LIN - Linde plc Add 36.40% 765,279 1.14
≡ GPN - Global Payments Inc. Add 25.37% 746,553 0.91
≡ MSFT - Microsoft Corp. Add 21.46% 876,370 1.10
≡ PGR - Progressive Corp. Add 17.59% 451,171 0.25
≡ BBWI - Bath & Body Works Inc. Add 8.78% 1,276,710 0.27
≡ AMZN - Amazon.com Inc. Add 7.50% 339,080 0.31
≡ DHI - D.R. Horton Add 1.16% 121,046 0.05
≡ CP - Canadian Pacific Kansas City Add 1.06% 167,480 0.07
≡ CSX - CSX Corp. Buy 19,636,122 3.36
≡ STNE - StoneCo Ltd. Buy 3,504,985 1.67
≡ ATUS - Altice USA, Inc. Buy 7,251,731 1.55
≡ SHOP - Shopify Inc. Buy 1,711,500 1.10
≡ ADI - Analog Devices Buy 786,400 0.66
≡ HWM - Howmet Aerospace Inc. Buy 3,970,624 0.64
≡ CME - CME Group Buy 450,249 0.46
≡ AVY - Avery Dennison Corp. Buy 371,651 0.33
Q3  2020
≡ MA - Mastercard Inc. Add 186.65% 1,024,924 2.14
≡ PGR - Progressive Corp. Add 159.50% 1,576,166 0.92
≡ TMUS - T-Mobile US Inc. Add 83.10% 3,490,401 2.46
≡ BBWI - Bath & Body Works Inc. Add 68.22% 5,897,656 1.16
≡ MTCH - Match Group Inc. Add 31.66% 815,952 0.56
≡ BXMT - Blackstone Mortgage Trust Inc. Add 27.15% 848,202 0.12
≡ META - Meta Platforms Inc. Add 23.99% 632,314 1.02
≡ GPN - Global Payments Inc. Add 16.54% 417,686 0.46
≡ DHI - D.R. Horton Add 11.84% 1,105,627 0.52
≡ CHTR - Charter Communications Add 4.85% 107,519 0.41
≡ CP - Canadian Pacific Kansas City Add 1.14% 178,560 0.07