John Armitage · quarter digest
What John Armitage did in Q3 2024
Egerton Capital filed 2 moves in Q3 2024: 1 new, 1 add, 0 trim, 0 exit.
13F filed 2024-11-14. Manager quality score: q9. Philosophy: Long-short equity, fundamental value, global. Under-the-radar Tiger discipline.
New positions · 1
Fresh money
CLFCLEVELAND-CLIFFS INC NEW
NEW·0.1% book·+7
Adds · 1
Adding to conviction
AERAERCAP HOLDINGS NV
ADD +10%·1.6% book·−8
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Current top holdings
John Armitage’s book, latest snapshot
Other quarters for John Armitage
Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.