In a new 13F filing dated October 20, 2026, John Armitage's Egerton Capital disclosed a significant new position in Intercontinental Exchange (ICE). The filing, which reflects holdings as of September 30, 2026, revealed the firm acquired 1.47 million shares, valued at approximately $223.10 million. This new stake now constitutes 2.27% of Egerton's reported portfolio.
This disclosure comes after Intercontinental Exchange reported record trading volumes for its Brent options in the third quarter of 2026. Investors are reminded that 13F filings are submitted quarterly and reflect a snapshot of a firm's holdings from 45 days prior, not necessarily their current investment position. Egerton Capital is known for its fundamental, research-driven investment approach.