https://holdlens.com/investor/john-armitage Every 13F move by John Armitage (Egerton Capital) — buys, adds, trims, exits — as filed with the SEC. Updated after each quarterly filing. Not investment advice. en-us Tue, 19 May 2026 21:00:43 GMT https://holdlens.com/signal/BLDR https://holdlens.com/investor/john-armitage#2026-Q1-BLDR-add-0 John Armitage (Egerton Capital) added BLDR (BUILDERS FIRSTSOURCE INC) in Q1 2026 · 6.7% of portfolio. Fri, 15 May 2026 00:00:00 GMT add https://holdlens.com/signal/LECO https://holdlens.com/investor/john-armitage#2026-Q1-LECO-trim-1 John Armitage (Egerton Capital) trimmed LECO (LINCOLN ELEC HLDGS INC) in Q1 2026 · 1.3% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/RDNT https://holdlens.com/investor/john-armitage#2026-Q1-RDNT-trim-2 John Armitage (Egerton Capital) trimmed RDNT (RADNET INC) in Q1 2026 · 1.1% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/SEA https://holdlens.com/investor/john-armitage#2026-Q1-SEA-add-3 John Armitage (Egerton Capital) added SEA (SEA LTD) in Q1 2026 · 0.3% of portfolio. Fri, 15 May 2026 00:00:00 GMT add https://holdlens.com/signal/UHAL https://holdlens.com/investor/john-armitage#2026-Q1-UHAL-add-4 John Armitage (Egerton Capital) added UHAL (U HAUL HOLDING COMPANY) in Q1 2026 · 0.3% of portfolio. Fri, 15 May 2026 00:00:00 GMT add https://holdlens.com/signal/AEM https://holdlens.com/investor/john-armitage#2026-Q1-AEM-trim-5 John Armitage (Egerton Capital) trimmed AEM (AGNICO EAGLE MINES LTD) in Q1 2026 · 0.1% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/CGI https://holdlens.com/investor/john-armitage#2026-Q1-CGI-trim-6 John Armitage (Egerton Capital) trimmed CGI (CGI INC) in Q1 2026 · 0.1% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/VAL https://holdlens.com/investor/john-armitage#2026-Q1-VAL-trim-7 John Armitage (Egerton Capital) trimmed VAL (VALARIS LIMITED) in Q1 2026 · 0.1% of portfolio. Fri, 15 May 2026 00:00:00 GMT trim https://holdlens.com/signal/FTI https://holdlens.com/investor/john-armitage#2026-Q1-FTI-exit-8 John Armitage (Egerton Capital) exited FTI (TECHNIPFMC PLC) in Q1 2026 · 0.0% of portfolio. Fri, 15 May 2026 00:00:00 GMT exit https://holdlens.com/signal/AMKR https://holdlens.com/investor/john-armitage#2026-Q1-AMKR-exit-9 John Armitage (Egerton Capital) exited AMKR (AMKOR TECHNOLOGY INC) in Q1 2026 · 0.0% of portfolio. Fri, 15 May 2026 00:00:00 GMT exit https://holdlens.com/signal/MSFT https://holdlens.com/investor/john-armitage#2025-Q4-MSFT-add-10 John Armitage (Egerton Capital) added MSFT in Q4 2025 · 8.9% of portfolio. Quality compounder add. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/META https://holdlens.com/investor/john-armitage#2025-Q4-META-add-11 John Armitage (Egerton Capital) added META in Q4 2025 · 7.2% of portfolio. Adding Meta. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/SCHW https://holdlens.com/investor/john-armitage#2025-Q4-SCHW-new-12 John Armitage (Egerton Capital) new position SCHW in Q4 2025 · 4.7% of portfolio. New Schwab position. Sat, 14 Feb 2026 00:00:00 GMT new https://holdlens.com/signal/FTI https://holdlens.com/investor/john-armitage#2025-Q4-FTI-trim-13 John Armitage (Egerton Capital) trimmed FTI (TECHNIPFMC PLC) in Q4 2025 · 1.0% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/CGI https://holdlens.com/investor/john-armitage#2025-Q4-CGI-add-14 John Armitage (Egerton Capital) added CGI (CGI INC) in Q4 2025 · 0.3% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/UHAL https://holdlens.com/investor/john-armitage#2025-Q4-UHAL-add-15 John Armitage (Egerton Capital) added UHAL (U HAUL HOLDING COMPANY) in Q4 2025 · 0.3% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT add https://holdlens.com/signal/PLPC https://holdlens.com/investor/john-armitage#2025-Q4-PLPC-trim-16 John Armitage (Egerton Capital) trimmed PLPC (PREFORMED LINE PRODS CO) in Q4 2025 · 0.2% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/AEM https://holdlens.com/investor/john-armitage#2025-Q4-AEM-trim-17 John Armitage (Egerton Capital) trimmed AEM (AGNICO EAGLE MINES LTD) in Q4 2025 · 0.1% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim https://holdlens.com/signal/AAPL https://holdlens.com/investor/john-armitage#2025-Q4-AAPL-exit-18 John Armitage (Egerton Capital) exited AAPL (APPLE INC) in Q4 2025 · 0.0% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT exit https://holdlens.com/signal/MSFT https://holdlens.com/investor/john-armitage#2025-Q3-MSFT-add-19 John Armitage (Egerton Capital) added MSFT in Q3 2025 · 8.0% of portfolio. Steady Microsoft build. Fri, 14 Nov 2025 00:00:00 GMT add https://holdlens.com/signal/GOOGL https://holdlens.com/investor/john-armitage#2025-Q3-GOOGL-add-20 John Armitage (Egerton Capital) added GOOGL in Q3 2025 · 6.8% of portfolio. Adding Alphabet. Fri, 14 Nov 2025 00:00:00 GMT add https://holdlens.com/signal/CVCO https://holdlens.com/investor/john-armitage#2025-Q3-CVCO-trim-21 John Armitage (Egerton Capital) trimmed CVCO (CAVCO INDS INC DEL) in Q3 2025 · 3.2% of portfolio. Fri, 14 Nov 2025 00:00:00 GMT trim https://holdlens.com/signal/FTI https://holdlens.com/investor/john-armitage#2025-Q3-FTI-trim-22 John Armitage (Egerton Capital) trimmed FTI (TECHNIPFMC PLC) in Q3 2025 · 1.1% of portfolio. Fri, 14 Nov 2025 00:00:00 GMT trim https://holdlens.com/signal/ASO https://holdlens.com/investor/john-armitage#2025-Q3-ASO-trim-23 John Armitage (Egerton Capital) trimmed ASO (ACADEMY SPORTS & OUTDOORS IN) in Q3 2025 · 0.5% of portfolio. Fri, 14 Nov 2025 00:00:00 GMT trim https://holdlens.com/signal/CGI https://holdlens.com/investor/john-armitage#2025-Q3-CGI-add-24 John Armitage (Egerton Capital) added CGI (CGI INC) in Q3 2025 · 0.3% of portfolio. Fri, 14 Nov 2025 00:00:00 GMT add https://holdlens.com/signal/UHAL https://holdlens.com/investor/john-armitage#2025-Q3-UHAL-add-25 John Armitage (Egerton Capital) added UHAL (U HAUL HOLDING COMPANY) in Q3 2025 · 0.3% of portfolio. Fri, 14 Nov 2025 00:00:00 GMT add https://holdlens.com/signal/AEM https://holdlens.com/investor/john-armitage#2025-Q3-AEM-trim-26 John Armitage (Egerton Capital) trimmed AEM (AGNICO EAGLE MINES LTD) in Q3 2025 · 0.2% of portfolio. Fri, 14 Nov 2025 00:00:00 GMT trim https://holdlens.com/signal/AMKR https://holdlens.com/investor/john-armitage#2025-Q3-AMKR-trim-27 John Armitage (Egerton Capital) trimmed AMKR (AMKOR TECHNOLOGY INC) in Q3 2025 · 0.1% of portfolio. Fri, 14 Nov 2025 00:00:00 GMT trim https://holdlens.com/signal/ORLA https://holdlens.com/investor/john-armitage#2025-Q3-ORLA-new-28 John Armitage (Egerton Capital) new position ORLA (ORLA MNG LTD NEW) in Q3 2025 · 0.0% of portfolio. Fri, 14 Nov 2025 00:00:00 GMT new https://holdlens.com/signal/CVCO https://holdlens.com/investor/john-armitage#2025-Q2-CVCO-trim-29 John Armitage (Egerton Capital) trimmed CVCO (CAVCO INDS INC DEL) in Q2 2025 · 2.6% of portfolio. Thu, 14 Aug 2025 00:00:00 GMT trim https://holdlens.com/signal/FTI https://holdlens.com/investor/john-armitage#2025-Q2-FTI-trim-30 John Armitage (Egerton Capital) trimmed FTI (TECHNIPFMC PLC) in Q2 2025 · 1.1% of portfolio. Thu, 14 Aug 2025 00:00:00 GMT trim https://holdlens.com/signal/AMKR https://holdlens.com/investor/john-armitage#2025-Q2-AMKR-trim-31 John Armitage (Egerton Capital) trimmed AMKR (AMKOR TECHNOLOGY INC) in Q2 2025 · 0.7% of portfolio. Thu, 14 Aug 2025 00:00:00 GMT trim https://holdlens.com/signal/UHAL https://holdlens.com/investor/john-armitage#2025-Q2-UHAL-add-32 John Armitage (Egerton Capital) added UHAL (U HAUL HOLDING COMPANY) in Q2 2025 · 0.2% of portfolio. Thu, 14 Aug 2025 00:00:00 GMT add https://holdlens.com/signal/AEM https://holdlens.com/investor/john-armitage#2025-Q2-AEM-trim-33 John Armitage (Egerton Capital) trimmed AEM (AGNICO EAGLE MINES LTD) in Q2 2025 · 0.1% of portfolio. Thu, 14 Aug 2025 00:00:00 GMT trim https://holdlens.com/signal/MRK https://holdlens.com/investor/john-armitage#2025-Q2-MRK-exit-34 John Armitage (Egerton Capital) exited MRK (MERCK & CO INC NEW) in Q2 2025 · 0.0% of portfolio. Thu, 14 Aug 2025 00:00:00 GMT exit https://holdlens.com/signal/JEF https://holdlens.com/investor/john-armitage#2025-Q1-JEF-trim-35 John Armitage (Egerton Capital) trimmed JEF (JEFFERIES FINL GROUP INC) in Q1 2025 · 3.7% of portfolio. Thu, 15 May 2025 00:00:00 GMT trim https://holdlens.com/signal/FTI https://holdlens.com/investor/john-armitage#2025-Q1-FTI-trim-36 John Armitage (Egerton Capital) trimmed FTI (TECHNIPFMC PLC) in Q1 2025 · 1.3% of portfolio. Thu, 15 May 2025 00:00:00 GMT trim https://holdlens.com/signal/ASO https://holdlens.com/investor/john-armitage#2025-Q1-ASO-add-37 John Armitage (Egerton Capital) added ASO (ACADEMY SPORTS & OUTDOORS IN) in Q1 2025 · 0.9% of portfolio. Thu, 15 May 2025 00:00:00 GMT add https://holdlens.com/signal/AMKR https://holdlens.com/investor/john-armitage#2025-Q1-AMKR-add-38 John Armitage (Egerton Capital) added AMKR (AMKOR TECHNOLOGY INC) in Q1 2025 · 0.9% of portfolio. Thu, 15 May 2025 00:00:00 GMT add https://holdlens.com/signal/SPOT https://holdlens.com/investor/john-armitage#2025-Q1-SPOT-trim-39 John Armitage (Egerton Capital) trimmed SPOT (SPOTIFY TECHNOLOGY S A) in Q1 2025 · 0.8% of portfolio. Thu, 15 May 2025 00:00:00 GMT trim