John Armitage · quarter digest
What John Armitage did in Q4 2024
Egerton Capital filed 4 moves in Q4 2024: 0 new, 2 add, 2 trim, 0 exit.
13F filed 2025-02-14. Manager quality score: q9. Philosophy: Long-short equity, fundamental value, global. Under-the-radar Tiger discipline.
Adds · 2
Adding to conviction
CACICACI INTL INC
ADD +6%·0.3% book·−3
CLFCLEVELAND-CLIFFS INC NEW
ADD +41%·0.1% book·+7
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Trims · 2
Taking chips off
RDNTRADNET INC
TRIM -31%·2.4% book·−5
MSMORGAN STANLEY
TRIM -7%·0.1% book·−8
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.