John Armitage · quarter digest
What John Armitage did in Q2 2025
Egerton Capital filed 2 moves in Q2 2025: 0 new, 0 add, 1 trim, 1 exit.
13F filed 2025-08-14. Manager quality score: q9. Philosophy: Long-short equity, fundamental value, global. Under-the-radar Tiger discipline.
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Trims · 1
Taking chips off
FTITECHNIPFMC PLC
TRIM -9%·1.1% book·−5
Exits · 1
Closed positions
MRKMERCK & CO INC NEW
EXIT·0.0% book·0
Current top holdings
John Armitage’s book, latest snapshot
Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.