What John Armitage did in Q3 2025

Egerton Capital filed 10 moves in Q3 2025: 1 new, 4 add, 5 trim, 0 exit.

13F filed 2025-11-14. Manager quality score: q9. Philosophy: Long-short equity, fundamental value, global. Under-the-radar Tiger discipline.

New positions · 1

Fresh money

ORLAORLA MNG LTD NEW

NEW·0.0% book·+17

Adds · 4

ADD +8%·8.0% book·−11

“Steady Microsoft build.”

ADD +12%·6.8% book·−27

“Adding Alphabet.”

CGICGI INC

ADD +43%·0.3% book·−4

UHALU HAUL HOLDING COMPANY

ADD +78%·0.3% book·0

Trims · 5

CVCOCAVCO INDS INC DEL

TRIM -11%·3.2% book·−3

FTITECHNIPFMC PLC

TRIM -11%·1.1% book·−13

ASOACADEMY SPORTS & OUTDOORS IN

TRIM -42%·0.5% book·−4

AEMAGNICO EAGLE MINES LTD

TRIM -21%·0.2% book·−11

AMKRAMKOR TECHNOLOGY INC

TRIM -91%·0.1% book·−14

Current top holdings

#	Ticker	Weight	Conviction
1	MSFT Microsoft	8.9%	−11
2	META Meta Platforms	7.2%	+3
3	GOOGL Alphabet Class A	6.8%	−27
4	NVDA NVIDIA	6.4%	+7
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.