13F Portfolio · Q2 2026
John Armitage
Egerton Capital · 38% top-10 concentration
Long-Short
Top 3 holdings
| BLDR | BUILDERS FIRSTSOURCE INC | 7.4% |
| CVCO | CAVCO INDS INC DEL | 3.2% |
| JEF | JEFFERIES FINL GROUP INC | 2.6% |
Closest replicating ETF:XLK · overlap 213.4 · 2 shared