John Armitage · quarter digest
What John Armitage did in Q2 2025
Egerton Capital filed 7 moves in Q2 2025: 0 new, 1 add, 4 trim, 2 exit.
13F filed 2025-08-14. Manager quality score: q9. Philosophy: Long-short equity, fundamental value, global. Under-the-radar Tiger discipline.
Adds · 1
Adding to conviction
UHALU HAUL HOLDING COMPANY
ADD +12%·0.2% book·0
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Trims · 4
Taking chips off
CVCOCAVCO INDS INC DEL
TRIM -10%·2.6% book·−8
FTITECHNIPFMC PLC
TRIM -9%·1.1% book·−10
AMKRAMKOR TECHNOLOGY INC
TRIM -22%·0.7% book·−7
AEMAGNICO EAGLE MINES LTD
TRIM -7%·0.1% book·−9
Exits · 2
Closed positions
CLFCLEVELAND-CLIFFS INC NEW
EXIT·0.0% book·+7
MRKMERCK & CO INC NEW
EXIT·0.0% book·0
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.