John ArmitageJohn Armitage

Egerton Capital Ltd

Assets Managed

$4.504B

Holdings

Last Quarter

2013 - Q2

Filed Date

12y 9mo 1d ago

Growth Rate

0%(2Q avg: 0%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Egerton Capital Ltd's 2013 - Q2 portfolio, based on their 13F SEC filing, out of a total of 25 positions.

Assets under management

The assets under management (AUM) of Egerton Capital Ltd over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2013 - Q2, they manage 4.504B in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 0%. The portfolio is managed by John Armitage, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
ur-2⤦ News Corp Inc Recent Activity New Position	15.28%	$688.099M 21.12M shares@ $32.58 avg price	New Position
AXP American Express Co Recent Activity New Position	11.96%	$538.483M 7.203M shares@ $74.77 avg price	New Position
V Visa Inc-class A Shares Recent Activity New Position	11.57%	$521.064M 2.851M shares@ $182.75 avg price	New Position
DIS Walt Disney Co The Recent Activity New Position	9.42%	$424.26M 6.718M shares@ $63.15 avg price	New Position
CMCSA Comcast Corp-class A Recent Activity New Position	6.25%	$281.055M 6.732M shares@ $41.76 avg price	New Position
NKE Nike Inc -cl B Recent Activity New Position	5.01%	$225.347M 3.539M shares@ $63.69 avg price	New Position
WFC Wells Fargo & Co Recent Activity New Position	4.67%	$210.058M 5.09M shares@ $41.28 avg price	New Position
AIG American International Group Recent Activity New Position	3.97%	$178.394M 3.991M shares@ $44.71 avg price	New Position
DAL Delta Air Lines Inc Recent Activity New Position	3.72%	$167.465M 8.951M shares@ $18.72 avg price	New Position
SIG Signet Jewelers Ltd Recent Activity New Position	3.21%	$144.357M 2.141M shares@ $67.44 avg price	New Position

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