What John Armitage bought and sold in Q1 2025
In Q1 2025, John Armitage (Egerton Capital) opened 2 new positions — including CRS (3.8%), APH (1.3%), added to 9, trimmed 5, exited 4 (GEHC, EMBJ, LAD). The book stood at $8.67B across 27 positions, filed May 6, 2025.
2New9Added5Trimmed4Exited
New positions (2)
Added to (9)
- AMZNAmazon.com Inc+75% shares · 9.3% · $803M
- CMECme Group Inc+79% shares · 5.3% · $459M
- LLYEli Lilly & CO+75% shares · 4.7% · $407M
- LPLALpl Financial Holdings Inc+238% shares · 3.3% · $285M
- FCNCAFirst Citizens Bcshs -cl A+22% shares · 2.7% · $231M
- ICEIntercontinental Exchange IN+50% shares · 2.2% · $190M
- HHHHoward Hughes Holdings Inc+169% shares · 1.0% · $89M
- MLMMartin Marietta Materials+101% shares · 0.9% · $79M
- ARMKAramark+79% shares · 0.8% · $72M
Trimmed (5)
Exited (4)
John Armitage's other filings
Changes vs the prior quarter's 13F, long US equity positions only (no shorts, options, or non-US listings). ADD/TRIM are share- count changes of ±20% or more. Sourced from SEC EDGAR. Not investment advice.