John Armitage · quarter digest
What John Armitage did in Q1 2026
Egerton Capital filed 28 moves in Q1 2026: 4 new, 7 add, 12 trim, 5 exit.
13F filed 2026-05-15. Manager quality score: q9. Philosophy: Long-short equity, fundamental value, global. Under-the-radar Tiger discipline.
New positions · 4
Fresh money
RYZRYERSON HLDG CORP
NEW·0.7% book·−1
LZMLIFEZONE METALS LIMITED
NEW·0.1% book·−2
DMLPDORCHESTER MINERALS
NEW·0.0% book·+1
STRSSTRATUS PPTYS INC
NEW·0.0% book·+3
Adds · 7
Adding to conviction
BLDRBUILDERS FIRSTSOURCE INC
ADD +23%·6.7% book·+2
ABGASBURY AUTOMOTIVE GROUP
ADD +79%·1.1% book·0
SKYCHAMPION HOMES INC
ADD +29%·1.0% book·+1
CSIQCANADIAN SOLAR INC
ADD +16%·0.9% book·−3
SDRLSEADRILL 2021 LTD
ADD +597%·0.9% book·−4
SESEA LTD
ADD +67%·0.3% book·−4
AMRZAMRIZE LTD
ADD +36%·0.1% book·+1
Trims · 12
Taking chips off
LXULSB INDS INC
TRIM -36%·4.9% book·−10
WLKWESTLAKE CHEM CORP
TRIM -43%·2.6% book·+2
WDCWESTERN DIGITAL CORP
TRIM -45%·2.0% book·−9
MTARCELORMITTAL SA LUXEMBOURG
TRIM -30%·1.9% book·−7
LECOLINCOLN ELEC HLDGS INC
TRIM -33%·1.3% book·−7
RDNTRADNET INC
TRIM -35%·1.1% book·−8
SNDKSANDISK CORP
TRIM -52%·0.9% book·−5
SMHISEACOR MARINE HOLDINGS INC
TRIM -9%·0.9% book·−5
AEMAGNICO EAGLE MINES LTD
TRIM -22%·0.1% book·−11
AGIALAMOS GOLD INCORPORATED
TRIM -7%·0.1% book·−8
GIBCGI INC
TRIM -41%·0.1% book·−4
VALVALARIS LIMITED
TRIM -92%·0.1% book·+2
Exits · 5
Closed positions
FTITECHNIPFMC PLC
EXIT·0.0% book·−14
AMKRAMKOR TECHNOLOGY INC
EXIT·0.0% book·−13
OLNOLIN CORP NEW
EXIT·0.0% book·−12
DRTSWALPHA TAU MEDICAL LTD
EXIT·0.0% book·−5
MKLMARKEL GROUP INC
EXIT·0.0% book·−12
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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