What John Armitage bought and sold in Q2 2025

In Q2 2025, John Armitage (Egerton Capital) opened 3 new positions — including FERG (5.0%), BSX (1.8%), BLDR (0.3%), added to 6, trimmed 5, exited 6 (FISV, LLY, IBN). The book stood at $9.75B across 25 positions, filed Aug 12, 2025.

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.