Amphenol has retired 15.3% of its shares since its peak.
Shares held, 8 quarters
Superinvestors › John Armitage
John Armitage’s cannibal stocks
Egerton Capital (UK) · 13F for Q2 2026
6cannibals held
$2.4Bin these positions
Q2 2026latest 13F filing
Moody's retired 2.9% of its shares in twelve months, so this stake grew 3.0% without buying a share.
Shares held, 8 quarters
Applied Materials has retired 52.8% of its shares since its peak.
Shares held, 8 quarters
Mastercard retired 3.9% of its shares in twelve months, so this stake grew 4.1% without buying a share.
Shares held, 8 quarters
Armstrong World Industries retired 2.0% of its shares in twelve months, so this stake grew 2.0% without buying a share.
Shares held, 8 quarters
Vistra retired 0.9% of its shares in twelve months, so this stake grew 1.0% without buying a share.
Shares held, 8 quarters
Values as reported in the 13F at quarter end. See the Q2 2026 filing on EDGAR.
Questions
Which cannibal stocks does John Armitage own?
In the Q2 2026 13F, Egerton Capital (UK) held APH, MCO, AMAT, MA, AWI, VST. 6 of them are on the Buyback Radar leaderboard.
Where does this data come from?
From Egerton Capital (UK)'s 13F filings with the SEC, the last eight quarters, amendments applied, options excluded. A 13F shows US-listed stock positions at quarter end and is filed up to 45 days later, so it is a record, not a live portfolio.
How do buybacks help John Armitage?
Mastercard retired 3.9% of its shares in the last twelve months. That alone made every remaining share, including John Armitage's 363,490, 4.1% bigger as a slice of the company, without buying anything.
John Armitage’s moves in companies like these are covered on Cannibal Stocks.
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