What John Armitage did in Q2 2025

Egerton Capital filed 6 moves in Q2 2025: 0 new, 1 add, 4 trim, 1 exit.

13F filed 2025-08-14. Manager quality score: q9. Philosophy: Long-short equity, fundamental value, global. Under-the-radar Tiger discipline.

Adds · 1

Adding to conviction

UHALU HAUL HOLDING COMPANY

ADD +12%·0.2% book·+1

Trims · 4

CVCOCAVCO INDS INC DEL

TRIM -10%·2.6% book·−7

FTITECHNIPFMC PLC

TRIM -9%·1.1% book·−13

AMKRAMKOR TECHNOLOGY INC

TRIM -22%·0.7% book·−15

AEMAGNICO EAGLE MINES LTD

TRIM -7%·0.1% book·−12

Exits · 1

MRKMERCK & CO INC NEW

EXIT·0.0% book·−5

Current top holdings

#	Ticker	Weight	Conviction
1	MSFT Microsoft	8.9%	−8
2	META Meta Platforms	7.2%	+3
3	GOOGL Alphabet Class A	6.8%	−26
4	NVDA NVIDIA	6.4%	+8
5	SCHW Charles Schwab	4.7%	+25
6	NFLX Netflix	3.9%	−1

Other quarters for John Armitage

Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.