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JA

John Armitage Egerton Capital (UK)

AUM $10.4B
1-Year Est. Return 25.66%
 

John Armitage is the chief investment officer of Egerton Capital, a London-based long/short equity firm. Egerton is known for fundamental research and a portfolio of high-quality global companies, often with a growth-at-a-reasonable-price tilt. Institutional investors follow the firm for its long track record in developed-market equities.

This Fund
S&P 500
This Quarter Est. Return
+0.97%
1 Year Est. Return
+25.66%
3 Year Est. Return
+136.83%
5 Year Est. Return
+178.53%
10 Year Est. Return
+1,291.99%
AUM
$8.67B
AUM Growth
+$19.9M
Cap. Flow
+$76.2M
Cap. Flow %
0.88%
Top 10 Hldgs %
59.8%
Holding
32
New
2
Increased
14
Reduced
11
Closed
5

Top Buys

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$394M
2
CRS icon
Carpenter Technology
CRS
+$351M
3
LPLA icon
LPL Financial
LPLA
+$214M
4
CME icon
CME Group
CME
+$189M
5
LLY icon
Eli Lilly
LLY
+$176M

Top Sells

Rank Stock Value
1
GEHC icon
GE HealthCare
GEHC
+$357M
2
RNR icon
RenaissanceRe
RNR
+$322M
3
CP icon
Canadian Pacific Kansas City
CP
+$221M
4
GE icon
GE Aerospace
GE
+$178M
5
MSFT icon
Microsoft
MSFT
+$175M

Sector Composition

Rank Sector Weight
1 Financials 41.64%
2 Consumer Discretionary 14.88%
3 Technology 13.16%
4 Industrials 11.46%
5 Communication Services 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMZN icon
1
Amazon
AMZN
$2.79T
$803M 9.27%
4,221,867
+1,813,724
+75% +$394M
PGR icon
2
Progressive
PGR
$127B
$786M 9.07%
2,778,832
-48,324
-2% -$12.6M
FISV
3
Fiserv Inc
FISV
$28B
$526M 6.07%
2,381,496
+56,897
+2% +$12.5M
MSFT icon
4
Microsoft
MSFT
$3.59T
$499M 5.75%
1,328,533
-429,476
-24% -$175M
FLUT icon
5
Flutter Entertainment
FLUT
$17.8B
$486M 5.61%
2,193,794
+316,411
+17% +$82M
CME icon
6
CME Group
CME
$98.9B
$459M 5.3%
1,730,194
+765,773
+79% +$189M
META icon
7
Meta Platforms (Facebook)
META
$1.4T
$428M 4.94%
742,455
-58,987
-7% -$38.1M
ACGL icon
8
Arch Capital
ACGL
$33.9B
$416M 4.8%
4,325,217
+337,245
+8% +$31.1M
LLY icon
9
Eli Lilly
LLY
$1.12T
$407M 4.7%
492,808
+211,827
+75% +$176M
CRH icon
10
CRH
CRH
$63.2B
$372M 4.29%
4,231,236
-97,656
-2% -$9.6M
V icon
11
Visa
V
$693B
$336M 3.88%
958,985
+96,117
+11% +$32.5M
CRS icon
12
Carpenter Technology
CRS
$24.4B
$330M 3.8%
+1,819,885
New +$351M
IBKR icon
13
Interactive Brokers
IBKR
$42.5B
$304M 3.5%
7,335,876
-56,816
-0.8% -$2.82M
GE icon
14
GE Aerospace
GE
$361B
$300M 3.46%
1,497,354
-907,203
-38% -$178M
CP icon
15
Canadian Pacific Kansas City
CP
$85B
$292M 3.37%
4,165,545
-2,911,090
-41% -$221M
LPLA icon
16
LPL Financial
LPLA
$28.5B
$285M 3.29%
871,265
+613,555
+238% +$214M
GOOG icon
17
Alphabet (Google) Class C
GOOG
$4.18T
$260M 3%
1,665,708
+186,203
+13% +$34.1M
FCNCA icon
18
First Citizens BancShares
FCNCA
$24.7B
$231M 2.67%
124,773
+22,257
+22% +$45.3M
MA icon
19
Mastercard
MA
$509B
$208M 2.4%
380,221
-8,505
-2% -$4.63M
ICE icon
20
Intercontinental Exchange
ICE
$90.5B
$190M 2.19%
1,101,419
+368,112
+50% +$60.3M
COF icon
21
Capital One
COF
$134B
$160M 1.84%
891,659
-673,836
-43% -$127M
IBN icon
22
ICICI Bank
IBN
$107B
$159M 1.83%
5,031,304
-1,354,572
-21% -$39.3M
APH icon
23
Amphenol
APH
$194B
$116M 1.33%
+1,762,623
New +$120M
HHH icon
24
Howard Hughes
HHH
$3.97B
$88.6M 1.02%
1,196,288
+752,325
+169% +$56.8M
MLM icon
25
Martin Marietta Materials
MLM
$32.1B
$79.1M 0.91%
165,338
+83,062
+101% +$42.2M
1
2

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John Armitage's Q1 2025 Portfolio in Review

As of Q1 2025, John Armitage held 32 positions worth $8.67B, up 0.23% from $8.65B the previous quarter. Its ten largest holdings account for 60% of the portfolio.

John Armitage's Q1 2025 filing shows 2 new, 14 increased, 11 reduced and 5 closed positions. Its largest new stake was Carpenter Technology: 1,819,885 shares worth $330M. The largest sale was GE HealthCare, an estimated $357M.

By sector, the portfolio is most concentrated in Financials at 42% of assets, up from 39% a quarter earlier, followed by Consumer Discretionary and Technology.

  • John Armitage's largest Q1 2025 buy was Carpenter Technology: 1,819,885 shares worth $330M.
  • John Armitage added most to Amazon in Q1 2025, an estimated $394M increase.
  • John Armitage's biggest Q1 2025 reduction was Canadian Pacific Kansas City, cutting an estimated $221M.
  • John Armitage fully exited GE HealthCare in Q1 2025, selling an estimated $357M.
  • John Armitage's ten largest holdings make up 60% of its $8.67B portfolio in Q1 2025.
  • John Armitage opened 2 new positions and closed 5 in Q1 2025.
  • John Armitage's portfolio value rose 0.23% quarter-over-quarter to $8.67B.

Based on Egerton Capital (UK)'s 13F filing for Q1 2025, filed 6 May 2025.