John Armitage · quarter digest
What John Armitage did in Q3 2025
Egerton Capital filed 20 moves in Q3 2025: 4 new, 3 add, 7 trim, 6 exit.
13F filed 2025-11-14. Manager quality score: q9. Philosophy: Long-short equity, fundamental value, global. Under-the-radar Tiger discipline.
New positions · 4
Fresh money
AMRZAMRIZE LTD
NEW·0.1% book·+1
CMICUMMINS INC
NEW·0.0% book·−6
ORLAORLA MNG LTD NEW
NEW·0.0% book·+17
SLBSCHLUMBERGER LIMITED
NEW·0.0% book·−5
Adds · 3
Adding to conviction
Trims · 7
Taking chips off
CVCOCAVCO INDS INC DEL
TRIM -11%·3.2% book·−3
FTITECHNIPFMC PLC
TRIM -11%·1.1% book·−14
ASOACADEMY SPORTS & OUTDOORS IN
TRIM -42%·0.5% book·−8
AEMAGNICO EAGLE MINES LTD
TRIM -21%·0.2% book·−11
AGIALAMOS GOLD INCORPORATED
TRIM -25%·0.2% book·−8
OLNOLIN CORP NEW
TRIM -69%·0.2% book·−12
AMKRAMKOR TECHNOLOGY INC
TRIM -91%·0.1% book·−13
Exits · 6
Closed positions
ASTLALGOMA STL GROUP INC
EXIT·0.0% book·−2
ATKRATKORE INC
EXIT·0.0% book·−9
RYZRYERSON HLDG CORP
EXIT·0.0% book·−1
DMLPDORCHESTER MINERALS
EXIT·0.0% book·+1
FRPHFRP HLDGS INCORPORATED
EXIT·0.0% book·−6
MANUMANCHESTER UTD PLC NEW
EXIT·0.0% book·−2
Current top holdings
John Armitage’s book, latest snapshot
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Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.
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