John Armitage — Recent Buys
Egerton Capital · New and increased positions in the Q2 '26 13F filing.
Filed July 21, 2026 · Last updated
John Armitage opened 5 new positions and increased 12 existing holdings in the Q2 '26 filing — a combined buy footprint of $7.59B. Largest new position: APPLIED MATLS INC at $376.7M.
New positions (5)
Increased positions (12)
| Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|
| V | VISA INC | 4264651 | $1.46B | 14.13% | +3.7% |
| APH | AMPHENOL CORP | 4866688 | $858.1M | 8.29% | +69.5% |
| AMZN | AMAZON COM INC | 3573408 | $851.7M | 8.23% | +51.2% |
| MCO | MOODYS CORP | 1704229 | $771.9M | 7.46% | +10.3% |
| NVDA | NVIDIA CORPORATION | 3417950 | $683.9M | 6.61% | +27.8% |
| VMC | VULCAN MATLS CO | 1971694 | $581.7M | 5.62% | +11.4% |
| CRH | CRH PLC | 4383866 | $469.1M | 4.53% | +58.9% |
| DVN | DEVON ENERGY CORP NEW | 7558060 | $312.3M | 3.02% | +15.8% |
| EMBJ | EMBRAER S.A. | 3384349 | $215.9M | 2.09% | +13.8% |
| LAMR | LAMAR ADVERTISING CO | 1090619 | $170.1M | 1.64% | +0.2% |
| LIN | LINDE PLC | 300854 | $156.1M | 1.51% | +-71.8% |
| AWI | ARMSTRONG WORLD INDS INC NEW | 925394 | $148.5M | 1.43% | +106.5% |