13F Portfolio · Q1 2026
John Armitage
Egerton Capital · 38% top-10 concentration
Long-Short
Top 3 holdings
| BLDR | BUILDERS FIRSTSOURCE INC | 6.7% |
| CVCO | CAVCO INDS INC DEL | 2.4% |
| AER | AERCAP HOLDINGS NV | 2.3% |
Closest replicating ETF:XLK · overlap 213.4 · 2 shared