What did John Armitage actually do?

A source-backed history of material decisions from Egerton Capital. We preserve the sequence and observed outcomes instead of compressing judgment into a guru grade.

Material decisions: 41
Stocks observed: 12
Outcomes observed: 41

Each outcome preserves the stock’s post-disclosure excess return over the fixed observation window. The evidence stays decision-level; it is not rolled into a manager score.

Observed decisions and outcomes

Q2 2026
filed Jul 21, 2026
21d lag
AMZNADD+51.2%
John Armitage · 8.2% of reported portfolio
Original SEC filing ↗
-0.5% vs SPY
52 sessions after disclosure
direction not supported so far
Q2 2026
filed Jul 21, 2026
21d lag
NVDAADD+27.8%
John Armitage · 6.6% of reported portfolio
Original SEC filing ↗
+7.2% vs SPY
52 sessions after disclosure
direction supported so far
Q2 2026
filed Jul 21, 2026
21d lag
UBERTRIM-50.1%
John Armitage · 3.7% of reported portfolio
Original SEC filing ↗
-6.4% vs SPY
52 sessions after disclosure
direction supported so far
Q2 2026
filed Jul 21, 2026
21d lag
MATRIM-20.9%
John Armitage · 2.5% of reported portfolio
Original SEC filing ↗
+0.6% vs SPY
52 sessions after disclosure
direction not supported so far
Q2 2026
filed Jul 21, 2026
21d lag
SPGINEWNEW
John Armitage · 1.4% of reported portfolio
Original SEC filing ↗
-13.0% vs SPY
52 sessions after disclosure
direction not supported so far
Q1 2026
filed May 13, 2026
43d lag
AMZNTRIM-59.9%
John Armitage · 14.8% of reported portfolio
Original SEC filing ↗
-5.0% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2026
filed May 13, 2026
43d lag
VADD+25.7%
John Armitage · 13.8% of reported portfolio
Original SEC filing ↗
+9.3% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2026
filed May 13, 2026
43d lag
GOOGADD+220.7%
John Armitage · 11.0% of reported portfolio
Original SEC filing ↗
-17.6% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2026
filed May 13, 2026
43d lag
MSFTEXITEXIT
John Armitage · 9.2% of reported portfolio
Original SEC filing ↗
+17.4% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2026
filed May 13, 2026
43d lag
MCOADD+99.8%
John Armitage · 7.5% of reported portfolio
Original SEC filing ↗
+8.9% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2026
filed May 13, 2026
43d lag
COFEXITEXIT
John Armitage · 5.5% of reported portfolio
Original SEC filing ↗
+16.8% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2026
filed May 13, 2026
43d lag
NVDANEWNEW
John Armitage · 5.2% of reported portfolio
Original SEC filing ↗
-8.6% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2025
filed Feb 11, 2026
42d lag
AMZNADD+45.4%
John Armitage · 14.8% of reported portfolio
Original SEC filing ↗
+26.1% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2025
filed Feb 11, 2026
42d lag
VADD+37.2%
John Armitage · 12.5% of reported portfolio
Original SEC filing ↗
-10.3% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2025
filed Feb 11, 2026
42d lag
MCONEWNEW
John Armitage · 4.3% of reported portfolio
Original SEC filing ↗
-3.4% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2025
filed Feb 11, 2026
42d lag
METAEXITEXIT
John Armitage · 4.2% of reported portfolio
Original SEC filing ↗
-14.3% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2025
filed Feb 11, 2026
42d lag
FLUTEXITEXIT
John Armitage · 3.8% of reported portfolio
Original SEC filing ↗
-42.0% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2025
filed Feb 11, 2026
42d lag
GOOGNEWNEW
John Armitage · 3.7% of reported portfolio
Original SEC filing ↗
+19.8% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2025
filed Nov 12, 2025
43d lag
AMZNADD+21.4%
John Armitage · 9.4% of reported portfolio
Original SEC filing ↗
-18.1% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2025
filed Nov 12, 2025
43d lag
VADD+24.8%
John Armitage · 8.6% of reported portfolio
Original SEC filing ↗
-8.1% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2025
filed Nov 12, 2025
43d lag
GOOGEXITEXIT
John Armitage · 1.8% of reported portfolio
Original SEC filing ↗
+8.0% vs SPY
63 sessions after disclosure
direction not supported so far
Q2 2025
filed Aug 12, 2025
43d lag
MSFTADD+38.8%
John Armitage · 9.4% of reported portfolio
Original SEC filing ↗
-8.6% vs SPY
63 sessions after disclosure
direction not supported so far
Q2 2025
filed Aug 12, 2025
43d lag
AMZNTRIM-20.9%
John Armitage · 9.3% of reported portfolio
Original SEC filing ↗
+4.7% vs SPY
63 sessions after disclosure
direction not supported so far
Q2 2025
filed Aug 12, 2025
43d lag
VADD+99.2%
John Armitage · 7.0% of reported portfolio
Original SEC filing ↗
-8.2% vs SPY
63 sessions after disclosure
direction not supported so far
Q2 2025
filed Aug 12, 2025
43d lag
FLUTTRIM-33.9%
John Armitage · 5.6% of reported portfolio
Original SEC filing ↗
-27.7% vs SPY
63 sessions after disclosure
direction supported so far
Q2 2025
filed Aug 12, 2025
43d lag
COFADD+161.7%
John Armitage · 5.1% of reported portfolio
Original SEC filing ↗
-4.1% vs SPY
63 sessions after disclosure
direction not supported so far
Q2 2025
filed Aug 12, 2025
43d lag
METATRIM-25.8%
John Armitage · 4.9% of reported portfolio
Original SEC filing ↗
-24.9% vs SPY
63 sessions after disclosure
direction supported so far
Q2 2025
filed Aug 12, 2025
43d lag
GOOGTRIM-42.0%
John Armitage · 3.0% of reported portfolio
Original SEC filing ↗
+37.3% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2025
filed May 6, 2025
36d lag
AMZNADD+75.3%
John Armitage · 9.3% of reported portfolio
Original SEC filing ↗
+4.7% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2025
filed May 6, 2025
36d lag
MSFTTRIM-24.4%
John Armitage · 8.6% of reported portfolio
Original SEC filing ↗
+8.3% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2025
filed May 6, 2025
36d lag
COFTRIM-43.0%
John Armitage · 3.2% of reported portfolio
Original SEC filing ↗
+1.4% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2024
filed Feb 10, 2025
41d lag
AMZNTRIM-21.5%
John Armitage · 5.8% of reported portfolio
Original SEC filing ↗
-7.0% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2024
filed Feb 10, 2025
41d lag
METATRIM-22.1%
John Armitage · 5.9% of reported portfolio
Original SEC filing ↗
-7.7% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2024
filed Feb 10, 2025
41d lag
GOOGTRIM-54.7%
John Armitage · 5.5% of reported portfolio
Original SEC filing ↗
-11.2% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2024
filed Feb 10, 2025
41d lag
VTRIM-26.9%
John Armitage · 3.3% of reported portfolio
Original SEC filing ↗
+4.9% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2024
filed Feb 10, 2025
41d lag
COFNEWNEW
John Armitage · 3.2% of reported portfolio
Original SEC filing ↗
+4.0% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2024
filed Feb 10, 2025
41d lag
MATRIM-38.8%
John Armitage · 3.2% of reported portfolio
Original SEC filing ↗
+6.0% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2024
filed Nov 5, 2024
36d lag
AMZNTRIM-21.2%
John Armitage · 7.6% of reported portfolio
Original SEC filing ↗
+8.7% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2024
filed Nov 5, 2024
36d lag
METATRIM-23.2%
John Armitage · 6.8% of reported portfolio
Original SEC filing ↗
+23.0% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2024
filed Nov 5, 2024
36d lag
VTRIM-53.8%
John Armitage · 6.8% of reported portfolio
Original SEC filing ↗
+11.4% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2024
filed Nov 5, 2024
36d lag
MAADD+50.2%
John Armitage · 3.2% of reported portfolio
Original SEC filing ↗
+6.2% vs SPY
63 sessions after disclosure
direction supported so far

Latticework Follow

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The evidence is limited to selected widely owned U.S.-listed securities in Form 13F filings. Filing dates can trail quarter end by up to 45 days in the normal reporting cycle, and the filings do not disclose transaction dates, prices, or intent.