John Armitage · quarter digest
What John Armitage did in Q2 2025
Egerton Capital filed 13 moves in Q2 2025: 1 new, 1 add, 9 trim, 2 exit.
13F filed 2025-08-14. Manager quality score: q9. Philosophy: Long-short equity, fundamental value, global. Under-the-radar Tiger discipline.
New positions · 1
Fresh money
MRPMILLROSE PPTYS INC
NEW·1.0% book·+9
Adds · 1
Adding to conviction
WLKWESTLAKE CHEM CORP
ADD +11%·2.3% book·+2
Trims · 9
Taking chips off
CVCOCAVCO INDS INC DEL
TRIM -10%·2.6% book·−3
FTITECHNIPFMC PLC
TRIM -9%·1.1% book·−14
AMKRAMKOR TECHNOLOGY INC
TRIM -22%·0.7% book·−13
AGIALAMOS GOLD INCORPORATED
TRIM -27%·0.2% book·−8
AEMAGNICO EAGLE MINES LTD
TRIM -7%·0.1% book·−11
ATKRATKORE INC
TRIM -44%·0.1% book·−9
HBMHUDBAY MINERALS INC
TRIM -30%·0.1% book·−3
INSWINTERNATIONAL SEAWAYS INC
TRIM -9%·0.1% book·−3
RYZRYERSON HLDG CORP
TRIM -19%·0.1% book·−1
Exits · 2
Closed positions
MRKMERCK & CO INC NEW
EXIT·0.0% book·−5
LQDTLIQUIDITY SERVICES INC
EXIT·0.0% book·−8
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.
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