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.
3New4Added5Trimmed4Exited
New positions (3)
Added to (4)
Trimmed (5)
- IBKRInteractive Brokers Gro-cl A-22% shares · 4.5% · $430M
- CRSCarpenter Technology-28% shares · 3.6% · $337M
- CMECme Group Inc-22% shares · 3.4% · $320M
- CPCanadian Pacific Kansas City-56% shares · 1.6% · $151M
- FCNCAFirst Citizens Bcshs -cl A-47% shares · 0.9% · $85M
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.