What John Armitage bought and sold in Q4 2025
In Q4 2025, John Armitage (Egerton Capital) opened 7 new positions — including MCO (4.3%), GOOG (3.7%), VMC (3.0%), added to 3, trimmed 2, exited 8 (PGR, META, FLUT). The book stood at $9.20B across 23 positions, filed Feb 11, 2026.
7New3Added2Trimmed8Exited
New positions (7)
Added to (3)
Trimmed (2)
Exited (8)
- PGRProgressive Corpwas 6.7% of book
- METAMeta Platforms Inc-class Awas 4.2% of book
- FLUTFlutter Entmt Plcwas 3.8% of book
- ICEIntercontinental Exchange INwas 1.8% of book
- CPCanadian Pacific Kansas Citywas 1.6% of book
- ARMKAramarkwas 1.3% of book
- TRUTransunionwas 1.3% of book
- FCNCAFirst Citizens Bcshs -cl Awas 0.9% of book
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.