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 +80.1% versus +97.5%for the S&P 500 (+15.3% 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: -$586,702,100
Return % Since Report: -5.67%
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 | $350.87 | $1,163,018,908 | $1,154,921,587 | -$8,097,321 | -0.70% |
| Medline INC (MDLN) | Equity | +277.27% | 16,470,884 | 6.28% | $39.44 | $31.96 | $649,611,665 | $526,409,453 | -$123,202,212 | -18.97% |
| Vistra Corp. (VST) | Equity | +100% | 485,253 | 0.74% | $158.63 | $140.78 | $76,975,683 | $68,313,917 | -$8,661,766 | -11.25% |
| Amazon.com Inc. (AMZN) | Equity | +51.20% | 3,573,408 | 8.23% | $238.34 | $258.45 | $851,686,063 | $923,547,298 | +$71,861,235 | +8.44% |
| Equifax Inc. (EFX) | Equity | +100% | 1,481,188 | 2.27% | $158.72 | $158.62 | $235,094,159 | $234,946,041 | -$148,118 | -0.06% |
| Moody's Corp. (MCO) | Equity | +10.26% | 1,704,229 | 7.46% | $452.92 | $467.22 | $771,879,399 | $796,249,873 | +$24,370,474 | +3.16% |
| Vulcan Materials Company (VMC) | Equity | +11.44% | 1,971,694 | 5.62% | $295.01 | $246.20 | $581,669,447 | $485,431,063 | -$96,238,384 | -16.55% |
| Amphenol Corp. (APH) | Equity | +69.49% | 4,866,688 | 8.29% | $176.32 | $80.72 | $858,094,428 | $392,839,055 | -$465,255,373 | -54.22% |
| Ferguson Enterprises Inc. (FERG) | Equity | +58.61% | 1,006,024 | 2.31% | $237.33 | $216.14 | $238,759,676 | $217,442,027 | -$21,317,649 | -8.93% |
| Nvidia Corp. (NVDA) | Equity | +27.77% | 3,417,950 | 6.61% | $200.09 | $227.38 | $683,897,616 | $777,173,471 | +$93,275,855 | +13.64% |
| Applied Materials Inc. (AMAT) | Equity | +100% | 521,065 | 3.64% | $723.00 | $464.24 | $376,729,995 | $241,899,216 | -$134,830,779 | -35.79% |
| Interactive Brokers Group Inc. (IBKR) | Equity | -34.19% | 4,129,416 | 3.47% | $87.04 | $93.21 | $359,424,369 | $384,902,865 | +$25,478,496 | +7.09% |
| Riot Platforms Inc. (RIOT) | Equity | +100% | 2,628,731 | 0.70% | $27.38 | $24.18 | $71,974,655 | $63,562,716 | -$8,411,939 | -11.69% |
| Armstrong World Industries Inc. (AWI) | Equity | +106.54% | 925,394 | 1.43% | $160.42 | $161.88 | $148,451,705 | $149,802,781 | +$1,351,076 | +0.91% |
| Lamar Advertising Company (LAMR) | Equity | +0.17% | 1,090,619 | 1.64% | $155.98 | $146.08 | $170,114,752 | $159,317,624 | -$10,797,128 | -6.35% |
| S&P Global Inc. (SPGI) | Equity | +100% | 351,920 | 1.38% | $407.26 | $404.47 | $143,322,939 | $142,341,082 | -$981,857 | -0.69% |
| CRH PLC (CRH) | Equity | +58.87% | 4,383,866 | 4.53% | $107.00 | $87.14 | $469,073,662 | $382,010,083 | -$87,063,579 | -18.56% |
| Linde PLC (LIN) | Equity | -71.84% | 300,854 | 1.51% | $518.94 | $457.50 | $156,125,175 | $137,640,705 | -$18,484,470 | -11.84% |
| Uber Technologies Inc. (UBER) | Equity | -50.14% | 2,319,648 | 1.62% | $72.16 | $70.84 | $167,385,800 | $164,323,864 | -$3,061,936 | -1.83% |
| Devon Energy Corp. (DVN) | Equity | +15.83% | 7,558,060 | 3.02% | $41.32 | $47.59 | $312,299,039 | $359,688,075 | +$47,389,036 | +15.17% |
| Mastercard Inc. (MA) | Equity | -20.92% | 363,490 | 1.80% | $513.60 | $567.65 | $186,688,464 | $206,335,099 | +$19,646,635 | +10.52% |
| Visa Inc. (V) | Equity | +3.74% | 4,264,651 | 14.13% | $343.09 | $369.95 | $1,463,159,112 | $1,577,707,637 | +$114,548,525 | +7.83% |