Tracking John Armitage’s Egerton Capital Portfolio – Q1 2023 Update

  •  John Armitage’s 13F portfolio value decreased from $11.62B to $9.26B this quarter. 
  • Egerton Capital added Fiserv and Meta Platforms while decreasing Mastercard, Alphabet, and Lowes. 
  • Canadian Pacific, Canadian National Railway, and Visa are the largest three positions in the portfolio. 

John Arimitage’s 13F portfolio value decreased ~20% from $11.62B to $9.26B this quarter. The portfolio is very concentrated with recent 13Fs listing around 25 positions. The largest five individual stock positions are Canadian Pacific, Canadian National Railway, Visa, First Citizens Bank, and Schlumberger. They add up to ~47% of the entire portfolio.

 

Below is a spreadsheet that highlights the changes to John Armitage's Egerton Capital 13F stock portfolio as of Q1 2023. For a look at how the portfolio has progressed, see our previous update:

 

 


 

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