John Armitage · quarter digest
What John Armitage did in Q2 2026
Egerton Capital filed 19 moves in Q2 2026: 4 new, 9 add, 4 trim, 2 exit.
13F filed 2026-08-14. Manager quality score: q9. Philosophy: Long-short equity, fundamental value, global. Under-the-radar Tiger discipline.
New positions · 4
Fresh money
CVEOCIVEO CORP CDA
NEW·0.2% book·0
GEOSGEOSPACE TECHNOLOGIES CORP
NEW·0.1% book·−1
CATCATERPILLAR INC
NEW·0.0% book·−12
MSGSMADISON SQUARE GARDEN SPORT CORP
NEW·0.0% book·−7
Adds · 9
Adding to conviction
ABGASBURY AUTOMOTIVE GROUP
ADD +139%·2.8% book·0
WLKWESTLAKE CHEM CORP
ADD +62%·2.8% book·+2
IIININSTEEL INDUSTRIES INC
ADD +60%·2.3% book·−3
RYZRYERSON HLDG CORP
ADD +92%·1.5% book·−1
ASOACADEMY SPORTS & OUTDOORS IN
ADD +94%·0.8% book·−8
AMRZAMRIZE LTD
ADD +30%·0.2% book·+1
AEMAGNICO EAGLE MINES LTD
ADD +18%·0.1% book·−11
AGIALAMOS GOLD INCORPORATED
ADD +33%·0.1% book·−8
ORLAORLA MNG LTD NEW
ADD +100%·0.0% book·+17
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Remove with Pro →Trims · 4
Taking chips off
WDCWESTERN DIGITAL CORP
TRIM -53%·2.2% book·−9
SNDKSANDISK CORP
TRIM -67%·1.1% book·−5
SMHISEACOR MARINE HOLDINGS INC
TRIM -7%·0.9% book·−5
LEGHLEGACY HOUSING CORP
TRIM -82%·0.1% book·−3
Exits · 2
Closed positions
GIBCGI INC
EXIT·0.0% book·−4
DMLPDORCHESTER MINERALS
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.
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