Egerton Capital (John Armitage) latest 13F portfolio: 23 holdings worth $10.4B as of Q2 2026.
Backtested since 2022: mirroring Egerton Capital's reported 13F equity holdings each quarter would have returned +88.2% versus +95.8%for the S&P 500 (+17.1% annualized). See the Performance tab for the full equity curve.
Investor: John Armitage
Number of Assets: 23
Reporting Period: Q2 - 2026
Holdings at Report: $10,351,358,177
Return $ Since Report: +$133,264,596
Return % Since Report: +1.29%
Company | Position | Activity | Shares | Port. % | Rep. Price | Curr. Price | Rep. Value | Curr. Value | Return Value | Return % |
|---|---|---|---|---|---|---|---|---|---|---|
| Embraer S.A. (ERJ) | Equity | +13.75% | 3,384,349 | 2.09% | $63.80 | $64.37 | $215,921,466 | $217,850,545 | +$1,929,079 | +0.89% |
| Alphabet Inc. (GOOG) | Equity | -4.86% | 3,291,594 | 11.24% | $353.33 | $356.62 | $1,163,018,908 | $1,173,848,252 | +$10,829,344 | +0.93% |
| Medline INC (MDLN) | Equity | +277.27% | 16,470,884 | 6.28% | $39.44 | $34.51 | $649,611,665 | $568,410,207 | -$81,201,458 | -12.50% |
| Vistra Corp. (VST) | Equity | +100% | 485,253 | 0.74% | $158.63 | $141.38 | $76,975,683 | $68,605,069 | -$8,370,614 | -10.87% |
| Amazon.com Inc. (AMZN) | Equity | +51.20% | 3,573,408 | 8.23% | $238.34 | $272.26 | $851,686,063 | $972,896,062 | +$121,209,999 | +14.23% |
| Equifax Inc. (EFX) | Equity | +100% | 1,481,188 | 2.27% | $158.72 | $175.79 | $235,094,159 | $260,378,039 | +$25,283,880 | +10.75% |
| Moody's Corp. (MCO) | Equity | +10.26% | 1,704,229 | 7.46% | $452.92 | $473.13 | $771,879,399 | $806,321,867 | +$34,442,468 | +4.46% |
| Vulcan Materials Company (VMC) | Equity | +11.44% | 1,971,694 | 5.62% | $295.01 | $281.63 | $581,669,447 | $555,288,181 | -$26,381,266 | -4.54% |
| Amphenol Corp. (APH) | Equity | +69.49% | 4,866,688 | 8.29% | $176.32 | $170.61 | $858,094,428 | $830,305,640 | -$27,788,788 | -3.24% |
| Ferguson Enterprises Inc. (FERG) | Equity | +58.61% | 1,006,024 | 2.31% | $237.33 | $253.37 | $238,759,676 | $254,896,301 | +$16,136,625 | +6.76% |
| Nvidia Corp. (NVDA) | Equity | +27.77% | 3,417,950 | 6.61% | $200.09 | $218.99 | $683,897,616 | $748,496,871 | +$64,599,255 | +9.45% |
| Applied Materials Inc. (AMAT) | Equity | +100% | 521,065 | 3.64% | $723.00 | $527.48 | $376,729,995 | $274,851,366 | -$101,878,629 | -27.04% |
| Interactive Brokers Group Inc. (IBKR) | Equity | -34.19% | 4,129,416 | 3.47% | $87.04 | $86.02 | $359,424,369 | $355,212,364 | -$4,212,005 | -1.17% |
| Riot Platforms Inc. (RIOT) | Equity | +100% | 2,628,731 | 0.70% | $27.38 | $21.21 | $71,974,655 | $55,755,385 | -$16,219,270 | -22.53% |
| Armstrong World Industries Inc. (AWI) | Equity | +106.54% | 925,394 | 1.43% | $160.42 | $183.97 | $148,451,705 | $170,244,734 | +$21,793,029 | +14.68% |
| Lamar Advertising Company (LAMR) | Equity | +0.17% | 1,090,619 | 1.64% | $155.98 | $160.00 | $170,114,752 | $174,499,040 | +$4,384,288 | +2.58% |
| S&P Global Inc. (SPGI) | Equity | +100% | 351,920 | 1.38% | $407.26 | $405.24 | $143,322,939 | $142,612,061 | -$710,878 | -0.50% |
| CRH PLC (CRH) | Equity | +58.87% | 4,383,866 | 4.53% | $107.00 | $97.66 | $469,073,662 | $428,128,354 | -$40,945,308 | -8.73% |
| Linde PLC (LIN) | Equity | -71.84% | 300,854 | 1.51% | $518.94 | $490.11 | $156,125,175 | $147,451,554 | -$8,673,621 | -5.56% |
| Uber Technologies Inc. (UBER) | Equity | -50.14% | 2,319,648 | 1.62% | $72.16 | $70.47 | $167,385,800 | $163,465,595 | -$3,920,205 | -2.34% |
| Devon Energy Corp. (DVN) | Equity | +15.83% | 7,558,060 | 3.02% | $41.32 | $43.11 | $312,299,039 | $325,827,967 | +$13,528,928 | +4.33% |
| Mastercard Inc. (MA) | Equity | -20.92% | 363,490 | 1.80% | $513.60 | $575.95 | $186,688,464 | $209,352,066 | +$22,663,602 | +12.14% |
| Visa Inc. (V) | Equity | +3.74% | 4,264,651 | 14.13% | $343.09 | $370.47 | $1,463,159,112 | $1,579,925,256 | +$116,766,144 | +7.98% |