John Armitage · quarter digest
What John Armitage did in Q1 2025
Egerton Capital filed 23 moves in Q1 2025: 3 new, 9 add, 9 trim, 2 exit.
13F filed 2025-05-15. Manager quality score: q9. Philosophy: Long-short equity, fundamental value, global. Under-the-radar Tiger discipline.
New positions · 3
Fresh money
ABGASBURY AUTOMOTIVE GROUP
NEW·0.9% book·0
SNDKSANDISK CORP
NEW·0.3% book·−5
HBMHUDBAY MINERALS INC
NEW·0.1% book·−3
Adds · 9
Adding to conviction
TDWTIDEWATER INC
ADD +8%·24.2% book·+10
LEGHLEGACY HOUSING CORP
ADD +73%·1.1% book·−3
ASOACADEMY SPORTS & OUTDOORS IN
ADD +17%·0.9% book·−8
AMKRAMKOR TECHNOLOGY INC
ADD +14%·0.9% book·−13
SMHISEACOR MARINE HOLDINGS INC
ADD +56%·0.9% book·−5
CACICACI INTL INC
ADD +6%·0.3% book·−3
GIBCGI INC
ADD +8%·0.3% book·−4
IBMINTERNATIONAL BUSINESS MACHINES CORP
ADD +10%·0.1% book·0
SDRLSEADRILL 2021 LTD
ADD +99%·0.1% book·−4
Trims · 9
Taking chips off
WFGWEST FRASER TIMBER CO LTD
TRIM -10%·4.6% book·−7
JEFJEFFERIES FINL GROUP INC
TRIM -16%·3.7% book·−5
MTARCELORMITTAL SA LUXEMBOURG
TRIM -6%·2.0% book·−7
SKYCHAMPION HOMES INC
TRIM -44%·1.4% book·+1
FTITECHNIPFMC PLC
TRIM -59%·1.3% book·−14
SPOTSPOTIFY TECHNOLOGY S A
TRIM -72%·0.8% book·−5
PLPCPREFORMED LINE PRODS CO
TRIM -8%·0.5% book·−2
ASTLALGOMA STL GROUP INC
TRIM -40%·0.1% book·−2
FRPHFRP HLDGS INCORPORATED
TRIM -59%·0.1% book·−6
Exits · 2
Closed positions
BXBLACKSTONE INC
EXIT·0.0% book·−9
GIFIGULF IS FABRICATION INC
EXIT·0.0% 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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