John Armitage · quarter digest
What John Armitage did in Q4 2025
Egerton Capital filed 24 moves in Q4 2025: 3 new, 7 add, 12 trim, 2 exit.
13F filed 2026-02-14. Manager quality score: q9. Philosophy: Long-short equity, fundamental value, global. Under-the-radar Tiger discipline.
New positions · 3
Fresh money
NEW·4.7% book·+25
“New Schwab position.”
CETCENTRAL SECURITIES CORP
NEW·0.0% book·+1
MKLMARKEL GROUP INC
NEW·0.0% book·−12
Adds · 7
Adding to conviction
Trims · 12
Taking chips off
LXULSB INDS INC
TRIM -22%·4.0% book·−10
NVGSNAVIGATOR HOLDINGS PLC
TRIM -27%·1.3% book·−6
CSIQCANADIAN SOLAR INC
TRIM -28%·1.1% book·−3
FTITECHNIPFMC PLC
TRIM -6%·1.0% book·−14
SNDKSANDISK CORP
TRIM -29%·0.6% book·−5
DANDANA HOLDING CORP
TRIM -6%·0.5% book·−7
LEGHLEGACY HOUSING CORP
TRIM -15%·0.5% book·−3
PLPCPREFORMED LINE PRODS CO
TRIM -68%·0.2% book·−2
AEISADVANCED ENERGY INDS
TRIM -42%·0.1% book·−4
AEMAGNICO EAGLE MINES LTD
TRIM -11%·0.1% book·−11
AGIALAMOS GOLD INCORPORATED
TRIM -12%·0.1% book·−8
SENEASENECA FOODS CORP
TRIM -92%·0.0% book·−6
Exits · 2
Closed positions
AAPLAPPLE INC
EXIT·0.0% book·−21
NESRNATIONAL ENERGY SERVICES REU
EXIT·0.0% book·−9
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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