What John Armitage bought and sold in Q1 2026
In Q1 2026, John Armitage (Egerton Capital) opened 6 new positions — including LIN (5.9%), NVDA (5.2%), DVN (3.6%), added to 7, trimmed 4, exited 5 (MSFT, BSX, COF). The book stood at $9.01B across 24 positions, filed May 13, 2026.
6New7Added4Trimmed5Exited
New positions (6)
Added to (7)
- VVisa Inc-class A Shares+26% shares · 13.8% · $1.24B
- GOOGAlphabet Inc-cl C+221% shares · 11.0% · $992M
- MCOMoody's Corp+100% shares · 7.5% · $674M
- VMCVulcan Materials CO+84% shares · 5.3% · $482M
- UBERUber Technologies Inc+74% shares · 3.7% · $335M
- CRHCrh Plc+22% shares · 3.2% · $290M
- LAMRLamar Advertising Co-a+51% shares · 1.5% · $138M
Trimmed (4)
Exited (5)
John Armitage's other filings
Changes vs the prior quarter's 13F, long US equity positions only (no shorts, options, or non-US listings). ADD/TRIM are share- count changes of ±20% or more. Sourced from SEC EDGAR. Not investment advice.