John Armitage · quarter digest
What John Armitage did in Q4 2024
Egerton Capital filed 16 moves in Q4 2024: 4 new, 3 add, 9 trim, 0 exit.
13F filed 2025-02-14. Manager quality score: q9. Philosophy: Long-short equity, fundamental value, global. Under-the-radar Tiger discipline.
New positions · 4
Fresh money
BXBLACKSTONE INC
NEW·0.1% book·−9
SDRLSEADRILL 2021 LTD
NEW·0.1% book·−4
LQDTLIQUIDITY SERVICES INC
NEW·0.0% book·−8
NESRNATIONAL ENERGY SERVICES REU
NEW·0.0% book·−9
Adds · 3
Adding to conviction
CSIQCANADIAN SOLAR INC
ADD +55%·1.0% book·−3
CACICACI INTL INC
ADD +6%·0.3% book·−3
AGIALAMOS GOLD INCORPORATED
ADD +6%·0.2% book·−8
Trims · 9
Taking chips off
AXRAMREP CORP NEW
TRIM -8%·2.8% book·0
RDNTRADNET INC
TRIM -31%·2.4% book·−8
SMHISEACOR MARINE HOLDINGS INC
TRIM -19%·0.6% book·−5
DANDANA HOLDING CORP
TRIM -52%·0.4% book·−7
ATKRATKORE INC
TRIM -7%·0.2% book·−9
FRPHFRP HLDGS INCORPORATED
TRIM -15%·0.1% book·−6
INSWINTERNATIONAL SEAWAYS INC
TRIM -9%·0.1% book·−3
MSMORGAN STANLEY
TRIM -7%·0.1% book·−14
RYZRYERSON HLDG CORP
TRIM -16%·0.1% book·−1
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.
Deep dive
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