What John Armitage did in Q1 2026

Egerton Capital filed 10 moves in Q1 2026: 0 new, 3 add, 5 trim, 2 exit.

13F filed 2026-05-15. Manager quality score: q9. Philosophy: Long-short equity, fundamental value, global. Under-the-radar Tiger discipline.

Adds · 3

Adding to conviction

BLDRBUILDERS FIRSTSOURCE INC

ADD +23%·6.7% book·+3

SEASEA LTD

ADD +67%·0.3% book·+1

UHALU HAUL HOLDING COMPANY

ADD +18%·0.3% book·+1

Trims · 5

LECOLINCOLN ELEC HLDGS INC

TRIM -33%·1.3% book·−7

RDNTRADNET INC

TRIM -35%·1.1% book·−8

AEMAGNICO EAGLE MINES LTD

TRIM -22%·0.1% book·−12

CGICGI INC

TRIM -41%·0.1% book·−3

VALVALARIS LIMITED

TRIM -92%·0.1% book·+2

Exits · 2

FTITECHNIPFMC PLC

EXIT·0.0% book·−13

AMKRAMKOR TECHNOLOGY INC

EXIT·0.0% book·−11

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%	+17
6	NFLX Netflix	3.9%	−1

Other quarters for John Armitage

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