John Armitage · quarter digest
What John Armitage did in Q4 2025
Egerton Capital filed 6 moves in Q4 2025: 1 new, 3 add, 1 trim, 1 exit.
13F filed 2026-02-14. Manager quality score: q9. Philosophy: Long-short equity, fundamental value, global. Under-the-radar Tiger discipline.
New positions · 1
Fresh money
NEW·4.7% book·+29
“New Schwab position.”
Adds · 3
Adding to conviction
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Trims · 1
Taking chips off
FTITECHNIPFMC PLC
TRIM -6%·1.0% book·−5
Exits · 1
Closed positions
AAPLAPPLE INC
EXIT·0.0% book·−20
Current top holdings
John Armitage’s book, latest snapshot
Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.