John Armitage · quarter digest
What John Armitage did in Q2 2026
Egerton Capital filed 5 moves in Q2 2026: 0 new, 3 add, 1 trim, 1 exit.
13F filed 2026-08-14. Manager quality score: q9. Philosophy: Long-short equity, fundamental value, global. Under-the-radar Tiger discipline.
Adds · 3
Adding to conviction
ASOACADEMY SPORTS & OUTDOORS IN
ADD +94%·0.8% book·−4
AEMAGNICO EAGLE MINES LTD
ADD +18%·0.1% book·−11
ORLAORLA MNG LTD NEW
ADD +100%·0.0% book·+17
Advertisement
Remove with Pro →Trims · 1
Taking chips off
UHALU HAUL HOLDING COMPANY
TRIM -9%·0.4% book·0
Exits · 1
Closed positions
CGICGI INC
EXIT·0.0% book·−4
Current top holdings
John Armitage’s book, latest snapshot
Other quarters for John Armitage
Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.