John Armitage · quarter digest
What John Armitage did in Q2 2024
Egerton Capital filed 4 moves in Q2 2024: 2 new, 1 add, 1 trim, 0 exit.
13F filed 2024-08-14. Manager quality score: q9. Philosophy: Long-short equity, fundamental value, global. Under-the-radar Tiger discipline.
New positions · 2
Fresh money
Adds · 1
Adding to conviction
CGICGI INC
ADD +14%·0.2% book·+5
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Trims · 1
Taking chips off
SEASEA LTD
TRIM -25%·0.2% book·−1
Current top holdings
John Armitage’s book, latest snapshot
Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.