What John Armitage bought and sold in Q3 2025

In Q3 2025, John Armitage (Egerton Capital) opened 3 new positions — including EMBJ (1.4%), TRU (1.3%), LAMR (0.9%), added to 4, trimmed 5, exited 4 (GE, LPLA, GOOG). The book stood at $9.48B across 24 positions, filed Nov 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.