John Armitage · quarter digest
What John Armitage did in Q1 2025
Egerton Capital filed 9 moves in Q1 2025: 0 new, 5 add, 4 trim, 0 exit.
13F filed 2025-05-15. Manager quality score: q9. Philosophy: Long-short equity, fundamental value, global. Under-the-radar Tiger discipline.
Adds · 5
Adding to conviction
ASOACADEMY SPORTS & OUTDOORS IN
ADD +17%·0.9% book·−5
AMKRAMKOR TECHNOLOGY INC
ADD +14%·0.9% book·−7
CACICACI INTL INC
ADD +6%·0.3% book·−3
CGICGI INC
ADD +8%·0.3% book·+2
CLFCLEVELAND-CLIFFS INC NEW
ADD +8%·0.1% book·+7
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Trims · 4
Taking chips off
JEFJEFFERIES FINL GROUP INC
TRIM -16%·3.7% book·−5
FTITECHNIPFMC PLC
TRIM -59%·1.3% book·−10
SPOTSPOTIFY TECHNOLOGY S A
TRIM -72%·0.8% book·−8
PLPCPREFORMED LINE PRODS CO
TRIM -8%·0.5% book·−6
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.