What John Armitage bought and sold in Q2 2026
In Q2 2026, John Armitage (Egerton Capital) opened 5 new positions — including AMAT (3.6%), EFX (2.3%), SPGI (1.4%), added to 7, trimmed 4, exited 4 (CRS, CME, CNQ). The book stood at $10.35B across 23 positions, filed Jul 21, 2026.
5New7Added4Trimmed4Exited
Decision recordEgerton Capital increased NVDA by 28%. Was it still actionable?High-conviction increase. Low timing precision. See the lag, evidence, disagreement, and original source →New positions (5)
Added to (7)
- APHAmphenol Corp-cl A+69% shares · 8.3% · $858M
- AMZNAmazon.com Inc+51% shares · 8.2% · $852M
- NVDANvidia Corp+28% shares · 6.6% · $684M
- MDLNMedline Inc-cl A+277% shares · 6.3% · $650M
- CRHCrh Plc+59% shares · 4.5% · $469M
- FERGFerguson Enterprises Inc+59% shares · 2.3% · $239M
- AWIArmstrong World Industries+107% shares · 1.4% · $148M
Trimmed (4)
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.