13F Portfolio · Q2 2026
John Armitage
Egerton Capital · 38% top-10 concentration
Long-Short
Top 3 holdings
| TDW | TIDEWATER INC | 31.3% |
| BLDR | BUILDERS FIRSTSOURCE INC | 7.4% |
| FPH | FIVE POINT HOLDINGS LLC | 5.9% |
Closest replicating ETF:XLK · overlap 190.4 · 2 shared