John Armitage - Egerton Capital – Largest Buy Additions (2026 Q1)
A detailed view of the stocks most significantly increased by John Armitage - Egerton Capital during the 2026 Q1 reporting period. This breakdown highlights where new capital was added, revealing the investor’s highest-conviction opportunities and sector preferences.
| Symbol | Shares | Reported Price(USD) | Action | Change % | Portfolio Weight | Position Value | Filing Period |
|---|---|---|---|---|---|---|---|
| V | 4,110,970 | $302.24 | Increased | 25.68% | 13.79% | $1.24B | 2026 Q1 |
| GOOG | 3,459,649 | $286.86 | Increased | 220.70% | 11.01% | $992.43M | 2026 Q1 |
| MCO | 1,545,670 | $436.25 | Increased | 99.85% | 7.48% | $674.3M | 2026 Q1 |
| LIN | 1,068,371 | $495.76 | Buy | 100.00% | 5.88% | $529.66M | 2026 Q1 |
| VMC | 1,769,216 | $272.3 | Increased | 84.26% | 5.35% | $481.76M | 2026 Q1 |
| NVDA | 2,675,018 | $174.4 | Buy | 100.00% | 5.18% | $466.52M | 2026 Q1 |
| CME | 1,182,907 | $295.35 | Increased | 0.26% | 3.88% | $349.37M | 2026 Q1 |
| UBER | 4,652,363 | $71.93 | Increased | 73.52% | 3.71% | $334.64M | 2026 Q1 |
| DVN | 6,525,140 | $50.32 | Buy | 100.00% | 3.64% | $328.35M | 2026 Q1 |
| CRH | 2,759,331 | $105.12 | Increased | 22.04% | 3.22% | $290.06M | 2026 Q1 |
| CNQ | 5,690,211 | $48.69 | Buy | 100.00% | 3.07% | $277.06M | 2026 Q1 |
| MA | 459,652 | $499.66 | Increased | 0.29% | 2.55% | $229.67M | 2026 Q1 |
| MDLN | 4,365,802 | $44.5 | Buy | 100.00% | 2.16% | $194.28M | 2026 Q1 |
| LAMR | 1,088,744 | $126.66 | Increased | 50.78% | 1.53% | $137.9M | 2026 Q1 |
| ACGL | 1,116,922 | $95.99 | Buy | 100.00% | 1.19% | $107.21M | 2026 Q1 |
| AWI | 448,036 | $164.8 | Buy | 100.00% | 0.82% | $73.84M | 2026 Q1 |
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